Operating reality
The system supports your people. It does not replace their judgment.
Useful implementation starts with accurate rules, dependable status signals, and named owners for exceptions.
The firm defines every intake rule.
You provide accepted practice areas, jurisdictions, attorney credentials, consultation options, approved public claims, preliminary intake fields, conflict-review steps, secure channels, engagement procedures, escalation rules, and responsible people.
Legal judgment and representation stay with lawyers.
The system never interprets facts or law, gives legal advice, assesses claims or deadlines, clears a conflict, selects strategy, quotes an outcome, accepts a matter, or creates an attorney-client relationship.
Confidentiality, deadlines, and documents need real owners.
The firm controls what a prospective client may share, where documents belong, who may access matter information, how deadlines are verified, when money is accepted, and which intake, review, referral, or outreach communication is appropriate under applicable professional-conduct rules.