Legal Practice Architecture Guide

The Law Firm Intake & Document Automation Blueprint

Building IOLTA-compliant retainer portals, 24/7 conversational intake assistants, and automated legal drafting pipelines.

Client Intake & Conflict Screening

Conversational Intake Bots

Collect incident facts, evaluate prospective case criteria, and schedule attorney consultations 24/7.

Encrypted Client Document Uploads

Provide bank-grade encrypted portals for clients to upload evidence and signed retainers.

Document Generation Automation

Automated Retainer Assembly

Generate tailored engagement agreements and initial discovery documents in seconds.

IOLTA Trust Accounting Integration

Synchronize automated retainer replenishment with QuickBooks and trust accounting protocols.

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