AI for Legal Intake Specialists

AI qualifies leads, summarizes intake calls, and routes matters to the right practice group.

What legal intake specialists are solving with AI right now

Real workflows, real time saved. Pick the one that hurts most and start there.

Research eats hours that should be billable strategy

You spend 90 minutes pulling cases for a memo that bills for 60. The research is necessary but the formatting isn’t.

AI drafts research memos with relevant case law, statutory references, and analysis — you review and sharpen the strategy.

Free step-by-step tutorial

Use AI To Draft Research Memos

About 10 minutes to set up. Most attorneys recoup the time on the first memo.

Contracts pile up faster than you can review them

There are 6 contracts in your inbox. Each one takes 30-45 minutes to flag issues. Your clients are waiting.

AI reads contracts and flags risky clauses, missing provisions, and unusual terms — so you focus on the issues that matter.

Free step-by-step tutorial

Use AI To Review Contracts Faster

About 5 minutes to set up. Cuts first-pass review time by 60-70%.

Time entries are vague and get written down

You billed "research and drafting" for 2.3 hours. The client’s billing guidelines require specific task descriptions. Now you’re rewriting entries.

AI rewrites vague time entries into detailed, billing-guideline-compliant descriptions — in batch.

Free step-by-step tutorial

Use AI To Clean Up Time Entries

Takes about 3 minutes. Run it weekly on your whole timesheet.

Get Started in 3 Steps

Pick your AI, grab the skills that match your role, and start saving time today.

Choose Your AI

Pick the assistant that will run your skills. All three work great — Claude is our recommendation for detailed, multi-step workflows.

ClaudeRecommended

Built for careful, detailed work.

Claude for Legal Intake Specialists

ChatGPT

Great for brainstorming and quick tasks.

ChatGPT for Legal Intake Specialists New desktop app

Gemini

Built into Google Workspace.

Gemini for Legal Intake Specialists

Install Skills for Your Role

Pre-built workflows designed specifically for legal intake specialists:

Lead Qualifier

Intake Summary Writer

Matter Routing Assistant

Run Your First Skill

Open your AI, load a skill, and complete a real task in minutes instead of hours.

Get Started Free

Skills for Legal Intake Specialists

Each skill is a ready-to-use workflow that handles a specific task in your day.

Lead Qualifier

Ready to use

Intake Summary Writer

Ready to use

Matter Routing Assistant

Ready to use

Free Step-by-Step Tutorials

Each workflow takes minutes. Follow the steps and you’ll have it running today.

Use AI To Draft Research Memos

About 10 minutes to set up. Most attorneys recoup the time on the first memo.

1
Download Claude or ChatGPT and open the Legal Research Memo skill
2
State the issue: "Can a landlord in California withhold a security deposit for normal wear and tear? Residential lease, tenant occupied 4 years."
3
AI drafts a memo with applicable statutes (CA Civil Code §1950.5), relevant case law, and analysis of both sides
4
Review for accuracy and jurisdiction-specific nuance — add your strategic take and it’s ready to send

Need help setting this up? Talk to us

Use AI To Review Contracts Faster

About 5 minutes to set up. Cuts first-pass review time by 60-70%.

1
Open the Contract Clause Analyzer skill
2
Upload or paste the contract text
3
AI highlights: indemnification issues, liability caps, non-standard termination clauses, missing provisions, and ambiguous language
4
Use the flagged items as your review checklist — go straight to the sections that need your attention

Need help setting this up? Talk to us

Use AI To Clean Up Time Entries

Takes about 3 minutes. Run it weekly on your whole timesheet.

1
Open the Time Entry Cleaner skill
2
Paste your time entries: "2.3 hrs - research and drafting motion" / "1.5 hrs - client call re: discovery"
3
AI rewrites each entry: "Research applicable case law regarding motion to compel; drafted initial memorandum of points and authorities (2.3 hrs)"
4
Review, copy back into your billing system, and submit with confidence

Need help setting this up? Talk to us