Matter Intake Agent
Takes in every new client query, classifies the matter type and runs a conflict check before anyone books a meeting. Runs in the background so your team does not have to.
Matter Intake Agent
Takes in every new client query, classifies the matter type and runs a conflict check before anyone books a meeting.
Support
The problem
What this agent takes off your plate
In legal practice, takes in every new client query, classifies the matter type and runs a conflict check before anyone books a meeting — but doing it manually does not scale. Matter Intake 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.
- Takes in every new client query
- classifies the matter type and runs a conflict check before anyone books a meeting.
- Intake handled automatically against your rules
- Classification handled automatically against your rules
How it works
From inbound to the right owner
Matter Intake connects to Intake, Classification, Clio and your support stack. It reads your rules, brand voice and live data — then takes in every new client query, classifies the matter type and runs a conflict check before anyone books a meeting. Exceptions land with your team; everything else runs without another dashboard to check.
Why this agent
Takes in every new client query, classifies the matter type and runs a conflict check before anyone books a meeting.
Outcomes
- Matter Intake 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.
