Live Demo — Law Firm Vertical

New-client intake.
Conflict-checked in seconds.

A prospect submits their matter. StackOps runs an AI conflict check against your entire client database, classifies the matter, scores urgency, drafts the response email, and routes to the right partner — before your receptionist finishes their coffee.

7 Workflow steps automated
<30s End-to-end processing
0 Missed conflict checks

How it works

Seven steps. Zero manual work.

01
Prospect submits intake form

Name, opposing party, matter description, urgency, contact info, preferred method.

Structured capture
02
AI conflict check

Query the firm's existing client/matter database. Flag any name matches on either side of the matter.

Ethics compliance
03
Matter classification

Routes to Family Law, Commercial, Personal Injury, Estate Planning, Criminal, or Other — with confidence score.

AI classification
04
Urgency scoring (1–10)

Reads for statute of limitations signals, court dates, distress language, and time-sensitive legal exposure.

Risk triage
05
AI-drafted intake response

Personalized email: acknowledges their matter, sets callback timing by urgency, lists documents to gather.

Client experience
06
Partner routing notification

The right partner gets notified immediately — Family Law to Mitchell, Commercial to Okonkwo, and so on.

Smart routing
07
CRM dashboard

All intakes in one view — conflict flags highlighted, urgency ranked, AI draft editable before send. No emails buried in inboxes.

Full visibility

Live Demo

Try the intake workflow yourself.

Fill in a mock prospect inquiry. The AI runs a real conflict check against 20 seeded firm records, classifies the matter, scores urgency, and drafts a response. This is the actual workflow.

Results appear here after you submit an inquiry.

AI analyzing intake…

Matter type
Urgency /10
Routed to
AI-drafted intake response

Why it matters

Built for what law firms actually need.

Ethics compliance by default

Every intake runs a conflict check before a partner touches it. The check is automatic, logged, and never skipped — even at midnight.

Urgency means something

An emergency injunction and a routine will review shouldn't get the same callback window. AI triage ensures your team focuses on the fire first.

Response time is a competitive advantage

A personalized, substantive response within minutes — not hours — converts more prospects and signals the kind of firm you are.

Deploy this for your firm

Ready to automate your intake process?

This is a live working demo. We can have this running for your actual firm — connected to your client database, your email, your partners — in a week.