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On-duty·On every intake, conflict, and status request·Sarah · AI Legal Coordinator·24/7·Privilege-respecting

Less admin. More counsel.

Autocrew handles intake, conflict screening, document collection, and routine client communication — so your attorneys stay on the matters clients pay for, and your legal aid coordinators stop turning away eligible cases for capacity.

  • Confidential
  • Conflicts-aware · pre-intake
  • Privilege-respecting · scope-limited
Intake desk · Legal
Privilege stays with the attorney
  • Qualifies, conflicts-checks, and routes new matters in your CMS — not a separate system.
  • Runs eligibility screening end-to-end for legal aid.
  • Sends client status updates and deadline reminders in plain language.
  • Hands anything privileged to an attorney with full context.
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Where the throughput wall lands

Three patterns we hear from every kind of legal team.

Demand grows, headcount doesn't, and every delayed response kills throughput. Here is the squeeze, framed for the three kinds of practice we see most. The legal aid figure is from the LSC Justice Gap Study — every other observation is descriptive, not statistical.

  1. For the firm partner

    Intake calls land mid-deposition.

    A potential client reaches out at 2:14pm. The intake coordinator is in a deposition prep until 4. By the time someone runs the conflict check and calls back, the lead has retained the firm two blocks over. The funnel works — the response time doesn't.

  2. For the legal ops lead

    Status pings eat the day before the work begins.

    Three associates, twelve open matters, every business stakeholder asking "any update?" by 9:30am. The substantive work starts at 11 — if you're lucky. The bottleneck isn't the legal work; it's the loop around it.

  3. For the legal aid director

    92% of substantial civil legal needs go unmet.

    The LSC Justice Gap Study put a number on it: most low-income Americans with a substantial civil legal problem get inadequate or no help. Your team isn't refusing work — you're capacity-bound at intake. Every hour spent screening eligibility is an hour not spent representing.

    Source: LSC Justice Gap Measurement Survey
What it actually does

Four jobs your team stops doing on Monday.

No new case management system to roll out, no new portal for clients. Sarah works your existing intake line, the matter system you already use, and the document tools your team already trusts. Privileged communications stay in your existing channels.

  1. 01 / 04

    Triages new matters before a lawyer touches the file.

    Sarah qualifies the inquiry, runs the conflict check against your matter system, captures the basics, collects the right intake documents, and only routes to an attorney when the matter is real, in-scope, and conflict-free. Pre-relationship screening — designed to keep privilege out of the AI layer entirely.

    Works with

    Clio · LegalServer · MyCase · PracticePanther · NetDocuments

  2. 02 / 04

    Handles eligibility screening end-to-end for legal aid.

    Income thresholds, geography, case type, statute of limitations — all screened in conversation, not on a paper form. Eligible matters land in your CMS with the documentation already attached; ineligible callers get a clear referral, not a busy signal.

    Works with

    Configurable per program · Income, geography, case-type rules

  3. 03 / 04

    Sends the status updates that nobody has time to send.

    Court dates, filing windows, document requests, scheduling changes — sent in plain language, in the client's preferred channel, at the right cadence. Your associates stop being a help desk; your clients stop calling for the same update twice.

    Works with

    Email · SMS · Web · Multilingual

  4. 04 / 04

    Tracks deadlines, statutes, and filing windows.

    Statutes don't negotiate. Sarah watches the calendar, surfaces conflicts before they become a missed window, and routes anything time-critical to the responsible attorney with the docket already pulled.

    Works with

    Calendar-aware · CMS-aware · Escalates to responsible attorney

Ask Sarah anything a caller would

She's already on the line. Try a real question.

These are the kinds of questions Sarah handles for legal teams every day. Tap one — the live widget will open and answer in your browser.

Live, unscripted · widget loads on click

Where Sarah hands the file back

Sarah stops at the line where attorney judgment begins.

Pre-relationship screening, scheduling, and routine status updates are safe to automate. Anything past that line — legal advice, scope decisions, fee structures, privileged communication — gets handed back to an attorney with full context and zero ambiguity.

  • When this happens

    01Caller asks for legal advice or strategy

    Sarah does this

    Stops, acknowledges scope, schedules an attorney consult

    Your attorney gets

    A briefing with the caller's exact words and the matter context

  • When this happens

    02Conflict check returns a possible match

    Sarah does this

    Pauses intake, escalates to the conflicts attorney

    Your attorney gets

    The flagged record plus the new caller's identifying info

  • When this happens

    03Matter falls outside configured scope or fee structure

    Sarah does this

    Acknowledges honestly, gives a clean referral or wait-list path

    Your attorney gets

    A logged record with the reason, in case you want to follow up

  • When this happens

    04Communication enters privileged territory

    Sarah does this

    Quietly steps aside, opens a direct attorney channel

    Your attorney gets

    An immediate notification — privileged comms stay out of the AI layer

Built for the conversation with your ethics counsel

The bar association language, in plain English.

Autocrew is designed around the rules that already govern your practice: confidentiality, conflicts of interest, attorney-client privilege, and data residency. PHI/PII is encrypted at rest, every access is logged, your tenant is fully isolated, and we don't use your client data to train public models. We sign NDAs and DPAs.

Read the full security overview
Confidentiality
AES-256 at rest
Conflicts check
Pre-intake, CMS-integrated
Privilege
Scope-limited to pre-relationship
Tenant
Fully isolated per firm
Training data
Your data, never used
Audit log
Per access
Built for the practice you actually run

Three answers, in the language of three practices.

For the firm partner

Stop losing the lead to the firm down the street because nobody picked up. Sarah qualifies, conflicts-checks, and books the consult — your associates show up to the first meeting with the chart already pulled, not a clipboard.

Outcome

Lead response · within seconds, 24/7

For the legal ops lead

Reclaim the morning. Routine status pings, scheduling, and document collection happen without an associate in the loop — your team starts the day on substantive work, not on the inbox.

Outcome

Status loop · handled in the background

For the legal aid director

Open more cases without adding headcount. Eligibility screening runs in conversation, not on paper. Ineligible callers get clear referrals, eligible matters land in your CMS ready to assign — capacity goes back to the people who do the representing.

Outcome

Intake · capacity returned to attorneys

Frequently asked

Questions legal teams ask before they wire it in.

If yours isn’t here, the live widget on this page can answer it the same way Sarah would answer one of your callers.

  • Confidential·AES-256 · Tenant-isolated
  • Privilege-safe·Scope-limited to pre-relationship

Stop Drowning in Admin.Focus on the Work That Matters.

Pick up the line and ask Sarah a real intake question — she'll answer the same way she would for one of your callers. When you're ready to wire her into your practice, book a demo and we'll walk through your CMS, conflicts setup, and handoff rules.

Built for the conversation with your ethics counsel

Confidentiality, conflicts, privilege, and tenant isolation — designed in, not bolted on. Your client data is never used to train public models. We sign NDAs and DPAs.

Confidentiality
AES-256 at rest
Conflicts check
Pre-intake, CMS-integrated
Privilege
Scope-limited to pre-relationship
Tenant
Fully isolated per firm
Training data
Your data, never used
Audit log
Per access

Send us an email

support@autocrew-ai.com

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