Start a conversation Legal Services
A matter platform needs structured records. Incoming correspondence arrives as threads, documents and references to related parties. Xivic connects those inputs to intake records, with source context and unresolved questions available to the people responsible for review.
Where Xivic can help
We connect approved correspondence and documents to the fields a matter platform requires, while keeping the original sources and unresolved questions available for review.
Map client, matter and party details from incoming material into the fields the intake system requires. Keep source facts, generated text and missing information distinguishable.
Connect approved inboxes, attachments, document storage and matter records. Define record matching, access and what happens when required details cannot be found.
Give reviewers the information and status they need to correct an intake. Keep matter acceptance, conflicts and other professional decisions with the responsible people.
Relevant work
A reviewable intake journey
Legal intake
Email and document content becomes a prepared Salesforce/Litify intake. The team reviews and corrects the record before deciding what happens next.
Microsoft 365 to Salesforce/Litify. Deployed for client testing.
Explore the Legal intake workA useful first project
Include a straightforward request, a duplicate contact, contradictory details and an attachment the system cannot read. Use those scenarios to define what the first release can prepare.
Distinguish extracted facts, generated text and missing information. Reviewers should be able to trace populated fields to a source and make corrections in the matter platform.
Test manual handling for unreadable documents, failed updates and ambiguous matches before expanding volume.
Name approved inboxes, access roles, retention requirements and the system owner. Matter acceptance, conflicts review and professional decisions stay with the responsible team.
Start a conversation
Bring an approved, anonymized email chain, the required intake fields and the review steps. We will map what can be prepared automatically and what needs a person's review.