Matter Intake Agent
Takes in every new client query, classifies the matter type and runs a conflict check before anyone books a meeting.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
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.
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.
How it works
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.
- Inbound received — Intake · all channels
- Classify & score — Classification · intent · urgency
- Match owner or path — Team · queue · self-serve
- Deliver with context — Summary attached · SLA set
- Ambiguous case — Routed to lead for review
What it can deliver
- Intake
- Classification
- Routed items
- Priority tags
Potential integrations
Intake · Classification · Clio · DocuSign · Microsoft 365 · Gorgias
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
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