AI client intake, from contact to a matter
AI intake for law firms collects the facts an attorney needs to decide whether a matter opens. The attorney decides.
Why a web form is already a professional event
Rule 1.18 Prospective clients are owed confidentiality.
Conflicts Harmful facts can bar representation.
The form Invite only what intake needs.
From form to matter, or a recorded decline
One practice area. AI client intake structures the submission; the attorney decides.
Limit the form Counsel's wording, per practice area.
Structure the submission Fields only. No added facts.
Run the conflict packet Before anyone reads the narrative.
Record the decisions Client status, conflict, outcome.
Open or decline Either way, on the record.
What AI prepares and what the attorney decides
Structuring is clerical. Deciding who is a client is not.
AI prepares Names and description, as fields.
Attorney decides Whether Rule 1.18 applies.
AI prepares Names, to the conflict packet.
Attorney decides Whether a conflict bars it.
AI prepares A matter shell, left blank.
Attorney decides Opens or declines, on record.
Illustrative web form, not an engagement
Fictional visitor Names first, matter number last.
Input Riley Example's HOA fence letter.
Output Names as fields, narrative held.
Note No matter number yet.
Before a matter number exists
For the reviewer, not the visitor.
Form disclaims an engagement.
Conflict packet runs first.
Attorney records the 1.18 decision.
Consent recorded before opening.
Declines note who saw it.
Nothing promises representation.
What intake will not promise
No promises: representation, fees, deadlines.
Attorneys clear conflicts, not intake.
Narrative: reviewing lawyer only.
The form, practice management, and email
Form, practice management, documents, email.
Inviting someone to send facts can create duties under ABA Model Rule 1.18 even when you never open a file. This page is not legal advice. Precision AI OS is not affiliated with the American Bar Association.
Questions
Does AI intake for law firms mean the website engages the client?
No. A form collects names and a short description. Only an attorney decides whether a client relationship exists.
What should AI client intake refuse to ask first?
Anything not needed for a conflict check and a practice-area sort.
Who may read the narrative during the conflict check?
Only the reviewing lawyer the firm named. Wider exposure can cost the firm the Rule 1.18(d) screening option.
Where does the conflict decision live?
On the conflict packet, signed by the attorney, before a matter number. Intake carries the names there.
Does intake decide whether to take the case?
No. Intake structures the facts. The attorney opens the matter or declines it, and both outcomes are recorded.