Workflow 01
Client intake assistant
- Input
- Intake forms and initial correspondence
- Output
- Structured matter summary and missing-information list
- Value
- Faster start to fee-earning work
Accelerate document-heavy work, matter preparation and internal knowledge retrieval, without removing the professional review that the work demands.
Reviewing correspondence, extracting key dates and assembling chronologies absorbs significant fee-earner time.
Useful precedents, prior advice and template letters live across individuals, folders and matter files.
Intake requires repeated information gathering and structuring before substantive work can start.
Drafted with AI assistance. Awaiting professional review. Nothing is sent automatically.
Commercial dispute under a long-running services contract, with two side letters that materially affect termination provisions.
Contract execution, side letter variations, performance issues, internal without-prejudice call and the most recent counterparty letter, sequenced and referenced.
Signed version of the second side letter, full email thread from the operations contact, and any internal escalation records.
Confirms documents reviewed, lists the gaps for the client and proposes a short call. Drafted for solicitor review.
The Law Society of Ireland has published practical guidance for solicitors on using generative AI responsibly, including supervision, accuracy and client confidentiality.
The EU AI Act is being phased in from 2025, with transparency and human oversight requirements relevant to professional firms using AI in client work.
The competitive advantage will come from redesigning the work around AI, not from purchasing licences alone, particularly in document-heavy practices.
We will reply personally to determine whether there is a suitable, measurable pilot opportunity.