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Law offices: the New Matter Desk

Can AI open the file and chase the intake?

Usually, yes. An inquiry comes in and the desk runs the conflict check, opens the matter and drafts the letter. Your attorney decides.

Request a free review See the whole job
New Matter DeskSample firm, sample job
What came in
  • Web formNew inquiry: car accident, three weeks ago
  • AttachmentPolice report.pdf
  • Practice systemYour practice management system
  • SpreadsheetConflict list
Nobody retyped any of it.
What the desk did 0:00
  • Read the inquiry and the report0:20
  • Ran the names against your conflict list0:09
  • Opened the matter in your practice system0:31
  • Sent the intake questionnaire0:12
  • Chased the missing records release0:08
  • Drafted the engagement letter from your template1:02
Staff hours: 0
What came back to you
New matter: auto accident
No conflicts found in your list
Intake questionnaire sent and logged
Engagement letter drafted, not sent
Waiting on the attorneyReview
This month, sample firm
30matters opened
25staff hours back
$772of payroll not spent
Sample firm: 30 new matters a month at 50 minutes each of intake, at the BLS median admin wage loaded for benefits. Your numbers go in on the call.

One inquiry, start to finish.

  1. Reads the inquiry and what came with it.

  2. Checks the names against your conflict list.

  3. Opens the matter in your practice system.

  4. Sends the intake forms and chases what's missing.

  5. Drafts the engagement letter. Your attorney decides.

Where it stops.

These stay with a person, every time.

Taking the case.
A possible conflict. It flags it, never clears it.
Legal advice and the client relationship.

You win, we win.

Our monthly fee is about a quarter of what the work costs you now, set in your own numbers at the review. You keep the rest.

The next office hire

  • Every year they stay
  • Weeks to learn your intake rules
  • Out sick when the phones ring
$47,540a year, before benefits

The New Matter Desk

  • You keep the other three quarters
  • There's a minimum; the review tells you if your work clears it
  • Not running the agreed jobs by day 90? Cancel and keep what was built
About 25%of what the work costs you now

Wage: US median for secretaries and administrative assistants, Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2025.

Start with a free review.

60 to 90 minutes, in your office or on a screen share.

  1. Show us how an inquiry comes in.

  2. Get a proposal in your numbers.

  3. Decide. It's good for 14 days.

Proof, the honest version

The matter above is a sample. Client names and hours go here when owners say yes.

Your data

  1. Yours, exportable any day.

    No fee, no notice.

  2. Your rules are a document you keep.

    Readable without us.

  3. Never used to train anything.

    Your files run your desk only.