Client
Harbor Legal
Industry
Law firm
We built
AI intake assistant
Live in
2 weeks
Harbor Legal is a six-partner firm handling family and property law. Every new enquiry meant a call back, a long intake form, a conflict check and a calendar invite, all done by hand.
Two paralegals spent most mornings on it. Good clients went elsewhere while they waited a day for a reply.
4 hours a day spent on intake
Replies to new enquiries took up to 24 hours
Conflict checks were run from memory and spreadsheets
We built an AI intake assistant that answers enquiries on the website, by email and by phone, in plain English and in the firm's tone.
It asks the right questions for each matter type, runs the conflict check against the client database and books the first meeting straight into the right partner's diary.
Guided intake for 8 matter types
Automatic conflict check before anyone replies
First meetings booked into partner calendars
Anything unusual handed to a paralegal with a summary
Intake now takes about ten minutes a day, mostly reviewing summaries. New clients are booked the same morning they get in touch, and nobody has to chase paperwork.
96% less time spent on intake
Replies in under 2 minutes, day or night
18 more new matters in the first quarter
We used to lose the first hour of every day to intake. Now new clients are booked before we've opened the laptop.
Maya Green · Partner, Harbor Legal
The service behind this result
