Legal intake teams never miss claim-intent chats and prioritize new cases instantly

Intake coordinators miss chats where clients want to start claims, risking missed filing windows. Flags those chats on the client record so intake starts review immediately.

Overview

Missed claim-intent chats expose law firms to missed filing windows and frustrated clients. This workflow flags every potential claim in the client record and routes it to intake, so first touch happens quickly and no claim goes unnoticed.

Notable Features

Flag claim-intent chats instantly
Add claim tag to client record
Notify intake via Slack or email