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Concept demo · sample data only

Westbrook Legal intake automation

Recommendations R1–R3 from the Westbrook diagnostic, working. Submit an inquiry and watch it get screened, acknowledged, conflict-checked, routed to an attorney, and scheduled.

Manual first response: 26 hrs avgAutomated acknowledgment: under 1 minHuman callback target: 4 business hrs
Inquiries this week27
Avg acknowledgment0:48
Awaiting attorney2
Consults booked9

Prospect’s web form

westbrooklegal.example/contact

Please don’t include confidential details. An attorney will discuss your situation with you directly.

Automation run

Run —

    Intake record

    One record, no retyping

    Who does what

    Automated
    • Screening against practice areas
    • Acknowledgment and referral emails
    • Conflict search across client and party records
    • Scheduling, reminders, record creation
    Human
    • Conflict decision by the responsible attorney
    • Urgent matters triaged by the on-call attorney
    • The first call and the consultation
    • Any legal advice

    How it would be built for a real firm

    The same flow runs on tools most small firms already license: the firm’s website form, its email and calendar platform, a workflow tool such as Power Automate, Zapier or Make, and the practice management system’s own intake features. Data stays inside those systems. Nothing is sent to public AI tools, and every step is logged so the firm can see who handled each inquiry and when.