Law firms, accountants and consultants
A client intake form that checks fit and conflicts before the call
New clients give the matter type, a short summary, the other party and any deadline. Scout checks fit and obvious conflicts against your criteria; Follow-up books the consultation.
Sound familiar?
- Consultations with people whose matter you don't handle.
- A conflict you only spot after the first meeting.
- Urgent deadlines buried in a general inbox.
The form your customers fill in
Ask your business for help
- What is it about?
- The matter in a few sentences
- Other party (if any)
- Any deadline?
- Company
- Your name
- Phone
Ask for a consultation
The bots behind it
Intake
Checks the request is complete and real, sorts it by job type and flags matters with a deadline.
Scout
Checks the matter is in your practice areas, names the other party for your conflict check and highlights deadlines, with a short brief for you. It gives no legal or tax advice.
Follow-up
Answers their replies and offers free times from your calendar to book the consultation. You approve; the time is held for them.
Starter must-haves
- A matter in your practice areas
- No obvious conflict with an existing client (other party named)
- Deadline noted when there is one
An example
From Jane Miller
Business dispute. A supplier has not delivered for three months and wants to keep the deposit. Other party: Acme Supplies Ltd. Company: Miller & Co.
Draft · waiting for your OK
Scout: fits (commercial dispute). Run a conflict check on Acme Supplies Ltd. No deadline given.
Draft to Jane: thank you, we can help with supplier disputes. Book a first consultation: Thu 10:00 AM · Fri 2:00 PM.
Questions
- Does it give legal advice?
- No. It sorts and books. Anything substantive comes to you.
- Conflict checks?
- Scout pulls out the other party so your conflict check takes seconds. It doesn't search your client list.
- Confidentiality?
- Each firm only sees its own requests; nothing is used to train AI models; DPA available.
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