CoAgentorLegal
0votes
New Matter Intake Room
A live meeting agent for new matter intake at a law firm. It captures the client, the actual scope of the engagement and the fee arrangement while everyone is still in the room, and flags the early warning signs: a client with unrealistic expectations, a matter outside the firm's competence, a fee structure that will not cover the work. The matter you open is the one you meant to open.
IntakeMattersLaw Firm
What this agent does
- Captures scope and fee arrangement during intake
- Flags matters outside the firm's competence
- Notes early warning signs on the client
- Records the intake for the matter file
Connected data sources
IntappiManageNotion
Best for
- Partners running new client intake
- Business development in client meetings
- Firm administrators opening matters
Deploy this agent
Launch the New Matter Intake Room in your Google Meet calls in minutes. No engineering required.
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