Legal & Divorce Services
Capture consultation requests, record parties for a manual conflict review, and move matters from consult to engagement and completion.
Ideal for: Family law practices, Solo attorneys, Mediation services
Pipeline stages
- 1Consultation request
- 2Conflict review
- 3Consult
- 4Engagement
- 5Documents
- 6Active
- 7Complete(won)
- 8Not engaged(lost)
Intake questions
- Type of matter — Divorce / Custody / Mediation / Other
- Names of other parties (for conflict review)
- Any upcoming court dates?
Suggested follow-ups
- Flag every new request for manual conflict review
- Consult reminder the day before
What the AI won't do
- • Do not say the firm represents someone until an engagement is signed
- • Never give legal conclusions or advice
- • Conflict review is always done by a person