BOS · LEGAL · AI INTAKE
Stop losing 40% of attorney time to client screening.
BOS screens every new matter — conflict check, intake transcript, routing — before any attorney touches it.
Part of BOS — Business Operation System
3×
Faster inquiry-to-assignment
0
Missed conflict checks
24/7
After-hours screening coverage
Transformation
Before vs After
BEFORE
Intake form goes to a shared inbox — sometimes
Conflict checks happen after the first attorney call
Matter type is guessed and re-routed twice
After-hours leads wait until Monday
AFTER
Every channel feeds one screening flow
Conflict check completes before assignment
Matter routed to the right desk with context attached
Out-of-hours leads acknowledged and queued the same minute
Live Intake Thread
Screening before an attorney touches it
Live intake thread
New Matter · Aspen Freight
Conflict check
—
Matter type
—
Assignment
—
Why Firms Use It
Built for the way litigation desks actually run.
Conflict checks before assignment
Every new matter is screened against current and historical clients before an attorney is involved.
Structured intake transcript
Plain client replies are converted into a clean matter record: parties, issue, jurisdiction, urgency.
Automatic routing to the right desk
The system routes matters to the correct practice queue with the context already attached.
No prospect left waiting
Out-of-hours intakes are screened, acknowledged, and queued. The firm never loses a lead to a slow reply.
How It Works
Screening before assignment. Always.
Prospect reaches the firm
Web form, phone, or referral — every channel hits the same intake flow with the same screening logic.
AI runs the screening
Conflict check, matter type classification, and required-info collection — without an attorney touching it.
Attorney gets a ready file
When an attorney opens the matter, the conflict check, summary, and intake notes are already in place.
What the firm gets
A clean intake stack
- 3× faster intake from inquiry to assignment
- Conflict checks completed before attorney time is spent
- No prospect ignored after hours or on weekends
- Cleaner matter files at the moment of opening
See It In Action
Walk through the live intake flow with your managing partner.
We show conflict-check logic, matter routing, and the attorney handoff — using your firm's practice areas.
REQUEST A WALKTHROUGHKernel Governance
No attorney is assigned without a completed conflict check. Every screening decision is logged. Deterministic execution under BOS Kernel.