Consistent matter intake
Turn an enquiry and your intake template into a list of missing information for staff to check.
AI for Legal firms
Less intake admin. More time for clients.
Train your staff and connect the administrative steps around legal work, from a new enquiry to a prepared matter file.
Free · 30 minutes with Ted Deane
Meet Ted · 30+ years in software development.
Illustrative workflow
- InputNew matter enquiry
- AI preparesIntake checklist
- You checkTeam confirms details
Familiar work, a useful starting point
Put AI to work on familiar tasks.
Clear work allocation
Prepare a summary of the enquiry, requested work and outstanding documents for the supervising practitioner.
Client updates
Draft routine requests for documents from the approved matter checklist.
Worked example
Prepare a matter-intake handover
Illustrative example using fictional information.
AI prepares
Intake for supervising practitioner
You check · Supervising practitioner and authorised intake staff
The supervising practitioner checks missing facts, confidentiality and practice requirements before any engagement or advice.
The support is your choice
Choose the support that fits your work.
A pathway around your work
Build a skill you can use.
Learn intake structure
Separate recorded facts, missing fields and practice checks.
Try a fictional enquiry
Use the practice's approved intake template without live client information.
Check the handover
Missing details are visible and no assumption is presented as an established fact.
Explore relevant learning
Learning that supports this task
A small sample of 30,000+ courses curated from around the world, all available to DoJo members.
ChatGPT Privacy and Data Protection Basics
The contract-sharing example supports thinking about confidentiality before supplying matter material to AI.
Get Better at Prompting and Reviewing AI Responses
Defining the job and evaluating outputs supports checking an administrative intake draft against its supplied source.
Before you start
Common questions
Will this replace a practitioner reviewing the matter?
No. The examples support preparation for your team. Professional judgement, advice, source checking, confidentiality and approval remain with the appropriately qualified people.
What should I bring to the discovery call?
Bring one task, the tools you use and who checks the work. A fictional or de-identified sample can help.
Your next step
Bring one task to the conversation.
Discuss what you want to improve and a useful starting point in a free 30-minute conversation with Ted.
Bring one task, the tools you use and who checks the work. A fictional or de-identified sample can help.