Live intake — watch it work

A client matter, built before the first call

A real client intake, step by step. See exactly what the firm receives — and what the AI is never allowed to see.

Redacted before any AI sees it Zero retention — deleted once it's delivered Your own AI key — never marked up
Hartley & Associates
AI legal intake · replies in seconds
Redacted before any AI sees it
Hartley & AssociatesAI legal intake
Secure intake
Let's get the basics, then start.
No password — we verify by email so the conversation stays tied to you.
Full name
Full name
Email
you@example.com
Redacted before the AI
Police reportWhat the AI is allowed to see
Page 1 of 3
Change role
Patricia Novak
Client
Witness
Other party
Before sending
Review what we notedExactly what the firm receives — edit or remove anything
Nothing is sent until the client confirms.
Looks right ✓

Your intake is ready for the firm.

It's being prepared and sent in the background. The firm gets the full picture — you keep your own summary.

We keep nothing after it's delivered.
Everyone gets what they need
The firm gets the structured matter file. The client keeps a plain-language summary.
What the firm gets
What the client gets
1Chapter
Watch the intake

This runs on your firm's site in 48 hours

Branded to your firm, tuned to your intake questions, redaction built in. From €199/month + a one-time setup we scope to you. Bring your own AI key — we never mark it up.

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Sample matter. All names and details are fictitious. The redacted documents are the real output. · How we handle data