Client Intake Assistant
Streamlines your new client onboarding process, collecting all necessary information, running compliance checks, and preparing matter files before the solicitor even speaks to the client.
Overview
The Client Intake Assistant streamlines your new client onboarding process, collecting all necessary information, running compliance checks, and preparing matter files before the solicitor even speaks to the client. Perfect for firms looking to reduce administrative overhead and speed up client onboarding.
Key Features
- Structured Information Gathering: Collects client details, case information, and supporting documents through guided conversations.
- Automated Compliance: Runs AML checks, ID verification, and conflict-of-interest screening automatically.
- Matter File Preparation: Creates complete matter files in your practice management system with all client data pre-populated.
- Engagement Letter Generation: Generates client care letters and engagement agreements based on matter type.
- Payment Collection: Processes initial retainer payments and sets up payment plans if required.
How It Works
The Client Intake Assistant automates the complete onboarding process:
- ✓ New client completes intake via phone, chat, or web form
- ✓ Assistant gathers all required information using intelligent questioning
- ✓ Runs automated AML, ID verification, and conflict checks
- ✓ Creates matter file in your practice management system
- ✓ Generates and sends engagement letter and client care documentation
- ✓ Notifies assigned solicitor when client is ready for first consultation
Integration
Works seamlessly with:
- • Practice Management: LEAP, Clio, Smokeball, PracticeEvolve, ActionStep
- • ID Verification: SmileID, Onfido, Yoti for AML/KYC compliance
- • Payment Processing: Stripe, GoCardless, LawPay
- • Document Management: NetDocuments, iManage, SharePoint
Benefits
Faster Onboarding
Reduce client onboarding time from days to hours. Clients can start immediately.
Compliance Assurance
Automated checks ensure every client is properly verified and compliant before work begins.
Reduced Admin
Save 5-10 hours per week on administrative tasks. Solicitors start with complete files.
Better Experience
Clients complete onboarding at their convenience, 24/7, without waiting for office hours.
Pricing
Included in business plans. Typically paired with Legal Receptionist AI for complete front-office automation. Setup: £2,500.