Industries
Law & Legal Services
Personal injury, family, immigration, estate and defense firms — intake, conflict checks, files and client updates.
The problem
Intake decides the economics of a firm, and it usually depends on whoever picks up. Meanwhile clients call for updates that a system could have sent them.
How it works
We automate qualification and matter setup, keep the conflict check and engagement paperwork in sequence, and send clients the updates that currently arrive as phone calls.
- Intake qualification against your case criteria
- Conflict-check and referral workflows
- Engagement letters and e-signature routing
- Proactive matter status updates
Beyond the conversation
The visible part is the fast reply. This is the work that stops being manual.
| Today | With SaberX |
|---|---|
| Intake notes retyped into the case system | Matter created from the conversation |
| Clients call for status | Stage updates sent automatically |
| Documents chased by paralegals | Requests and reminders automated |
In the build
- 24/7 intake response and screening
- Matter creation with document collection
- Deadline and task automation
- Client update sequences by matter stage
- Intake source and conversion reporting
Human handoff
Sensitive, urgent or unusual cases go to a person immediately, with the full history attached. Automation covers the volume; your team keeps the judgment.
In practice
An eleven-step intake process became two human steps, with the conflict check, file creation and engagement letter handled automatically. (Illustrative composite.)
- Consistent intake at 9pm
- Fewer status calls
Typical integrations
Continue exploring
Let's map what your team could automate next.
Book a consultation about law & legal services workflows. We’ll map the current process, identify the repetitive steps, and explain what a practical first phase could automate.
Talk to SaberX AI
Tell us what you want to improve. Our team replies within one business day.