Intake is where risk starts
Prospective clients often share sensitive facts before a formal engagement letter. If that conversation lives in a public AI note-taker or a random SaaS form with weak custody, the firm has already made a privacy bet.
The first conversation should capture approved facts, flag potential conflicts for human review, and avoid giving legal advice.
What a private intake workflow should do
A well-designed voice concierge or web intake workflow captures structured data, books consultations, and hands a clear package to a person. It avoids legal advice and marks conflict checks as pending until an authorized person completes them.
- Party names and matter type for human conflict review
- Urgency triage with documented false-negative caution
- Transcripts and summaries stored on firm-controlled systems
- Warm transfer path to a human when judgment is required
Why private infrastructure matters here
Intake is high-volume and often sensitive. The firm should approve the service and data path before prospective-client narratives leave its environment. Private deployment can keep more of that workflow under firm custody.
Design the intake handoff
Bring the current intake form, call path, conflict process, and escalation rules.
Map Client Intake