Legal services · AI & systems integration
From email threads to a reviewable intake.
Incoming email and documents become structured Salesforce/Litify records. The intake team reviews the prepared information, makes corrections and decides what happens next.
Delivery statusBuilt and deployed for client testing.
Explore the legal intake workflowFrom incoming information to team review
- Email & documentsMicrosoft 365
- AI preparationExtract & organize
- Intake recordSalesforce / Litify
- Human reviewCorrect & advance

