Agentic AI for Client Intake, Matters, and Documents
Converiqo unifies intake, conflict checks, matter execution, and client communication so every practice runs on one intelligent workflow fabric.
Pressure points
Key Challenges for Law Firms
Automation keeps intake, matters, and clients aligned.
Fragmented Intake Conversations
Website forms, WhatsApp chats, and referral emails land in separate inboxes so no one owns the next action.
Manual Conflict Checks
Associates still run conflict and KYC steps in spreadsheets which slows every new matter acceptance.
Slow Matter Visibility
Partners cannot see hearing prep, draft status, or client updates without chasing multiple teams.
Document Bottlenecks
Briefs, affidavits, and contracts circulate on email threads which risks version errors.
Calendar and Hearing Risks
Court dates and filing milestones sit in siloed calendars so reminders get missed.
Client Update Delays
Matter status notes, invoices, and discovery requests reach clients late which hurts trust.
How Converiqo Orchestrates Legal Work
Automation and AI synchronize every matter from intake to closing opinion.
Client Intake Command Center
Capture enquiries, run KYC, score leads, and launch welcome packs without juggling inboxes.
Matter Intelligence Desk
Agentic AI keeps conflicts, staffing, budgets, and task plans aligned with live dashboards.
Document and Hearing Orchestration
RAG powered copilots draft, review, and brief teams while calendars sync filings and appearances.
Intake module
Client Intake & Matter Qualification Automation
Automate enquiry capture, KYC checks, conflict verification, and matter onboarding with intelligent scoring and routing workflows.
Automation Flow
Lead Management and Intake Automation
Capture enquiries from the website, referrals, WhatsApp, and phone transcripts into one structured pipeline with source tagging.
Run configurable KYC and conflict questionnaires that collect IDs, corporate docs, and related party names before partner review.
Score prospects based on matter type, fee potential, urgency, and strategic fit so partners focus on the right conversations.
Auto schedule consults or discovery calls with shared availability links tied to partner calendars.
Trigger retainer packs, NDAs, and engagement letters once approvals finish, with e signature support.
Provide live dashboards that show intake velocity, conversion rates, and revenue forecasts by practice.
Automation Flow
Agentic AI Recommendations with RAG
Clients ask for case status, billing copies, or document summaries via chat, WhatsApp, or portal while getting sourced answers instantly.
RAG pipelines connect to DMS, matter notes, past pleadings, and research libraries so copilots cite the correct paragraph.
Associates receive suggested next actions for discovery, diligence, or negotiation rounds based on similar matters.
Time sensitive alerts, such as missing affidavits or client clarifications, route to the right owner with full context.
Automated ticketing links Q and A threads to the matter record, keeping compliance audit ready.
Sentiment and query analytics highlight which clients need proactive outreach.
Automation Flow
Community and Collaboration Module
Secure forums host GC roundtables, partner updates, and expert FAQs with moderation handled by automation.
Track topic interest such as ESG, privacy, or arbitration to guide content and webinar invites.
Launch client education series with automated reminders, material drops, and attendance capture.
Share insights or playbooks with business units, investors, or portfolio companies through gated hubs.
Escalate sensitive posts or compliance concerns to risk teams with evidentiary trails.
Surface advocates for testimonials, referrals, and cross practice opportunities.
Automation Flow
Workflow Automation Across Legal Operations
Matter plans set tasks, owners, and deadlines for drafting, review, filing, and hearing prep in one view.
Document checklists ensure affidavits, exhibits, and citations meet firm style before partner clearance.
Court calendars sync with reminders, travel notes, and briefing kits so nothing slips.
Time entry nudges remind teams to log work based on meetings, calls, and doc edits already tracked.
Billing approval paths collect narratives, expense proofs, and client guidelines without email chains.
Compliance workflows cover conflict refreshes, file open or close steps, audits, and knowledge capture.
Stakeholder outcomes
Benefits Across Legal Leadership & Teams
Partners, associates, clients, and operations teams work from the same intelligent system.
Managing Partners
- Gain visibility into intake, staffing, and fee health for every practice on one dashboard.
- Forecast revenue with confidence because agentic workflows keep data fresh.
- Reduce partner time spent on follow ups so they focus on counsel and growth.
Practice Leads
- See matter progress, blocked tasks, and pending approvals without chasing email.
- Receive alerts for hearings, filings, and opinion deadlines before they slip.
- Balance workloads by reallocating tasks with a few clicks.
Client Service and BD Teams
- Centralize lead capture, nurturing, and pitch collateral.
- Automated campaigns keep prospects warm while respecting conflicts.
- Community data reveals which clients are ready for cross sell conversations.
Litigation Support and Knowledge Teams
- RAG assistants surface relevant precedents, transcripts, and exhibits.
- Document workflows keep track of who owns each draft and review.
- Post matter wrap ups feed playbooks automatically.
Clients and General Counsel
- Self serve portals show status, invoices, and next milestones on demand.
- Secure chat and WhatsApp give fast access to attorneys without waiting.
- Consistent updates build trust and shorten approval cycles.
IT and Operations
- API ready platform integrates with PMS, DMS, billing, and identity stacks.
- Role based access, encryption, and audit logs support compliance reviews.
- Automation reduces manual ticket volume and spreadsheet reliance.
Deployment fit
Capabilities for Every Legal Setup
Support boutique teams, global firms, and in house departments.
Boutique Law Practices
Give lean teams enterprise grade intake, document, and client service automation without heavy IT lift.
Multi Office Firms
Unify intake, staffing, conflicts, and reporting across cities while retaining local nuance.
Litigation and Disputes Teams
Coordinate hearings, witness prep, evidence review, and briefing kits with dependable alerts.
Corporate, M and A, and Banking Groups
Manage dataroom asks, diligence trackers, and closing books with structured workflows.
IP and Technology Practices
Track filings, renewals, and portfolio status while providing fast responses to innovators.
In House Legal Departments
Connect business unit requests, approvals, and outside counsel coordination on one fabric.
Proof of impact
Legal Teams Reporting Faster Outcomes
Law Firms Move in Sync on Converiqo
33%
Faster intake to engagement decision time
48%
Reduction in client update backlog
2.3x
More billable ready matters per quarter
29%
Increase in on time filings and hearings
Customer voice
“Our partners stopped chasing spreadsheets for intake, staffing, and billing data. Converiqo keeps every matter on a shared rail so we respond to clients in minutes instead of days.”
Arjun Menon, Managing Partner, Meridian Legal
Need to know
Frequently Asked Questions
Answers for partners, associates, client teams, and operations leads.
How can agentic AI modernize client intake for growing law firms?
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Agentic AI captures enquiries, classifies case types, and instantly assigns them to the right legal teams so firms reduce manual effort, eliminate response delays, and keep every inquiry prioritized even as lead volumes grow.
What benefits do law firms gain from automated matter qualification workflows?
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Automated qualification evaluates urgency, category, and complexity in real time, enabling faster routing, removing bottlenecks, and ensuring inquiries reach the right lawyers quickly across litigation, corporate, IP, family, and compliance practices.
How does agentic AI improve operational consistency across legal departments?
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Agentic AI standardizes workflows, trims repetitive admin, and keeps communication, follow-ups, and documentation uniform so multi-practice firms maintain predictable service quality even with limited operational bandwidth.
Can automation significantly reduce response delays for legal client inquiries?
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Yes. Automated systems acknowledge inquiries immediately, launch qualification flows, and route matters to the correct lawyers without relying on inboxes, which cuts response times and prevents lost leads.
What KPIs should law firms measure when deploying AI automation?
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Monitor lead response time, intake-to-engagement conversion rate, ticket resolution time, repeat consultation frequency, and client satisfaction scores. Centralized dashboards in Converiqo make it simple to track these KPIs and spot bottlenecks.
How does Converiqo’s Lead Engine streamline law firm intake management?
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The Lead Engine unifies enquiries from forms, calls, emails, and referrals into one actionable pipeline, auto-classifies matters, scores prospects, and assigns leads to the right teams so no inquiry is missed.
How does Converiqo’s CSSE enhance transparency for active legal clients?
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CSSE gives clients a secure portal to access updates, upload documents, track progress, and raise questions, reducing lawyer admin time while improving satisfaction with real-time visibility.
How does Converiqo’s Ticketing System support multi-lawyer collaboration efficiently?
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Every query, request, or task becomes a trackable ticket linked to specific matters, creating clear ownership, preventing oversight, and documenting all client interactions for partners, associates, and paralegals.
How do Converiqo’s automation hooks standardize routine processes for law practices?
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Automation hooks handle predictable steps like scheduling, reminders, document requests, disclosures, and closure communications so teams spend less time on administrative loops and more on legal strategy.
How does marketing automation help law firms nurture qualified prospects?
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Marketing automation delivers personalized follow-ups, matter-relevant content, and timely reminders to undecided clients, helping firms stay top-of-mind and convert more inquiries into signed mandates.
Legal excellence
Ready to Automate Intake, Matters, and Client Service?
Plug Converiqo into your legal stack to streamline intake, document control, hearings, and billing without ripping out existing systems.