Legal Intake Confirmation Agent
Sends acknowledgement of receipt within minutes, sets expectations on next steps and requests the documents you'll need. Runs in the background so your team does not have to.
Legal Intake Confirmation Agent
Sends acknowledgement of receipt within minutes, sets expectations on next steps and requests the documents you'll need.
Email & Retention
The problem
What this agent takes off your plate
In legal practice, sends acknowledgement of receipt within minutes, sets expectations on next steps and requests the documents you'll need — but doing it manually does not scale. Legal Intake Confirmation is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
- Sends acknowledgement of receipt within minutes
- sets expectations on next steps and requests the documents you'll need.
- Intake handled automatically against your rules
- Onboarding handled automatically against your rules
How it works
From inbound to the right owner
Legal Intake Confirmation connects to Intake, Onboarding, Clio and your email & retention stack. It reads your rules, brand voice and live data — then sends acknowledgement of receipt within minutes, sets expectations on next steps and requests the documents you'll need. Exceptions land with your team; everything else runs without another dashboard to check.
Why this agent
Sends acknowledgement of receipt within minutes, sets expectations on next steps and requests the documents you'll need.
Outcomes
- Legal Intake Confirmation runs without manual handoffs
- Law firms and spends less time on repeat work
- Consistent output every time — not when someone gets to it
- Full trace in your existing systems
Connects to
Writes back
Turn tangled operations into clean, owned automation.
187N reads your tickets, orders and brand rules — then runs the work across every department and writes back to the tools you already use. Your team keeps the exceptions; the agents take the rest.
