Matter Intake Agent
Opens every client relationship with a structured legal risk diagnostic rather than a blank matter file.
- Legal
- Diagnostic — Legal Risk Diagnostic & Assessment
- Legal STAR
- 10 AI Agents
- Structures new matters, conflicts checks, and engagement terms.
- 01
Structures matter details, parties, and engagement terms.
- 02
Runs the conflicts and intake checklist before work begins.
- 03
Produces the baseline inputs for the client's legal risk score.
- Client and matter information
- Existing entity and contract records
- Your intake and conflicts checklist
- A structured matter file
- Conflicts and intake clearance
- Baseline risk diagnostic inputs
Part of Legal STAR.
Legal Risk Diagnostic & Assessment
A structured assessment producing a Legal Risk Score, a risk heatmap, and a prioritized action roadmap the client's executives can act on.
A Legal Risk Management Operating System with ten modules, delivered as a subscription to your business clients.
Explore The SystemRisk Assessment Agent
Scores client risk exposure across your ten subscription modules.
Agent DetailPolicy Library Agent
Keeps client handbooks, policies, and templates current and versioned.
Agent DetailContract Review Agent
Flags nonstandard clauses against your firm's playbook before review.
Agent DetailCompliance Calendar Agent
Monitors obligations and deadlines across every subscribed client.
Agent DetailTraining & Update Agent
Produces the recurring client briefings and manager training packs.
Agent DetailGovernance Agent
Corporate Governance & Entity Management.
Agent DetailPrivacy & Cyber Agent
Privacy, Cybersecurity & Data Governance.
Agent DetailIP Agent
Intellectual Property & Strategic Asset Protection.
Agent DetailTransactions Agent
Transaction, Financing & Exit Readiness.
Agent Detail
Deploy This Agent Inside Your Firm.
We install it in your workflow, with your standards and your review points.