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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 case-analysis model is never allowed to see.

Redacted before the case-analysis model reads it Zero retention — deleted once it's delivered Your own AI key — no markup on usage
Same engine, two audiences — a personal-injury firm or a community legal centre.
Hartley & Associates
AI legal intake · answers in seconds
Redacted before the model 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
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 capturedExactly 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.
The firm and the client each get their own file
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 2–5 days

Branded to your firm, tuned to your intake questions. Put it on your own firm and see the pricing — you only pay for intakes we complete.

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