Legal Operations
AI Legal Intake
For in-house legal teams: captures and triages incoming legal requests from the business.
Outreach
AI Appointment Setter for Legal Operations
New matters arrive with intake details gathered and a consultation booked with the right lawyer, with no legal advice given.
Lawyers lose time to enquiries that are not a fit, and good clients wait while intake details are collected by email. This edition replies over chat or email, gathers the matter and party details you need for conflict checks, applies your criteria and books consultations with the right lawyer. It answers status questions but never gives legal advice.
- Matter and party details gathered for conflict checks
- Consultations booked with the right lawyer by practice area
- Status questions answered, with no legal advice ever given
$4,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Appointment Setter for Legal Operations is built for law firms. It engages prospective clients over chat or email and gathers matter intake details. It checks each request against your criteria and books a consultation with the right lawyer. It reads your matter management system or HubSpot first, never gives legal advice, and logs each booking.
Why businesses buy it
Intake is where many firms lose both time and clients. Prospective clients drift away while waiting for a callback, and fee earners spend hours on enquiries that never become matters. This edition responds promptly, collects the details your conflict process needs and books only suitable consultations, so lawyers start at the substance. It never gives legal advice, which keeps professional judgment where it belongs. The written scope covers the channel, the matter system or CRM connection and the Legal Operations workflows before you order.
Problems this solves
Intake staff ask the same basic questions for every new matter
The setter gathers matter intake details over chat or email, following your intake workflow. The details are logged against the matter, so the lawyer has them before the consultation.
Matters outside your practice areas end up in lawyers' diaries
Each request is checked against your criteria before a consultation is offered. Requests that do not fit receive a polite reply, under rules you approve.
Clients email again and again asking for status updates
Status questions are answered from your matter management system or HubSpot, within limits you set. The setter never gives legal advice and passes anything substantive to the team.
Consultations land with a lawyer who does not handle that work
The setter reads the matter type and books the consultation with the right lawyer. Each booking is logged against the matter, so the team can see who is meeting whom.
A good fit if
New enquiries reach a shared inbox or website chat, and a lawyer reads each one to decide whether it is a matter you take on.
Intake needs the same facts every time, such as parties, matter type, urgency and documents held, before anyone books a consultation.
Clients and business stakeholders keep asking for status updates and key dates that already sit in the matter management system.
You need a firm boundary: the assistant collects, books and reports status, and every question of law goes to a lawyer.
Not the right fit if
You are an in-house legal team triaging requests from colleagues, not booking client consultations. See AI Legal Intake.
You need routine legal-ops coordination and matter tracking handled across the team. See AI Legal Operations Assistant.
Your staff need cited answers on intake, matters and deadlines rather than bookings. See AI Company Knowledge Hub for Legal Operations.
You want intake, contract review, renewal tracking and legal document search together. See the AI Legal Ops Stack bundle, with one combined intake.
How it works
- Your practice areas, intake checklist, matter types and ten real enquiries are loaded as its knowledge, up to 100 documents.
- A client or stakeholder writes in on the one channel in scope, chat or email, and the setter identifies the Legal Operations workflow: matter intake, document triage, status update or deadline tracking.
- For a new matter it collects your intake details and checks them against your criteria, such as practice area and matter type; acceptance decisions stay with your lawyers.
- Suitable matters are offered consultation slots from the right lawyer's calendar, and the intake summary is attached to the record in your matter management system or HubSpot.
- Status and key-date questions are answered from the matter record, while any question about the law or what to do is held for a lawyer, because legal advice is excluded.
- Documents sent in are sorted by type for a person to file, outbound messages follow your approval rules, and 50 legal operations test scenarios run before launch.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin access to your matter management system or HubSpot, and to the calendar lawyers book consultations from.
- Your intake checklist, practice areas and the matter types you take on or decline.
- Your playbook or sample emails for intake replies and status updates.
- Ten real enquiries or emails, with confidential details removed if you prefer.
- The lawyer or legal ops lead who reviews held conversations and approves outbound messages.
- One decision-maker to approve the rules.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified; practice areas, intake checklist and the no-advice boundary agreed.
Weeks 1–2
Matter intake, document triage, status and deadline flows built from your playbook.
Week 3
Matter management system or HubSpot and lawyers' calendars connected.
Weeks 3–4
50 legal operations test scenarios run, including legal questions it must hold back.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff, 30 days of support.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,900 |
| Express | 15–25 working days | $5,750 |
| Rush | 10–20 working days | $6,600 |
What you receive at handover
- The setter configured on one channel and connected to your matter management system or HubSpot
- A Legal Operations intent library and workflow templates for intake, status and booking
- A test report covering 50 legal operations scenarios
- An admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can reduce time spent on intake calls and status emails.
- Helps consultations reach the right lawyer with the facts gathered.
- Status enquiries handled by staff
- Count status emails and calls the team answered in the month before launch and the month after.
- Consultations booked from enquiries
- From your matter system or HubSpot, compare consultations booked with new enquiries before and after launch.
- Consultations reassigned
- Count consultations moved to a different lawyer after booking, comparing matching periods.
Before you start: Record a month of new enquiries, consultations and status requests. Note how long intake takes and how often bookings are reassigned.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is paid for once. AI model usage and hosting run at roughly $50 to $250 a month in your own accounts, on top of your matter management system or HubSpot plan, rising with the number of conversations.
AI usage during build and testing is billed to your accounts too.
Ask about running costsCustom requirements
If you want document management connected as a third system, chat and email covered together, or more than six workflows, add a note at checkout. A written Change Quote follows, and that work begins once you accept it. Larger or bespoke projects go through the Custom AI request form.
Request a custom versionKeep it running
For this edition we recommend monthly maintenance: monitoring, fixes and a monthly allowance of change hours, for things such as a new practice area or an updated intake checklist. It starts after the 30 days of support.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A legal intake form tool bills per user monthly | A legal-tech consultancy quotes after discovery | Ours is one fixed price, shown before you buy |
| Legal advice | A generic chatbot may attempt an answer | Depends on the guardrails specified | Ours holds every legal question for a lawyer |
| Status questions | Staff look up the matter by hand | Depends on the integration scope | Ours answers from the matter record |
| Delivery | A form is quick, but nobody reads it overnight | Usually several weeks | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Will the Legal Operations setter answer legal questions?
No. Legal advice is excluded, and outputs are for review by qualified lawyers. If someone asks what the law says or what they should do, the setter explains it cannot advise and holds the conversation for a lawyer. It handles intake, consultation booking, document triage, status updates and deadline questions.
Who decides whether a new matter is taken on?
Your lawyers. The setter collects the intake details your checklist asks for and checks them against simple criteria you set, such as practice area and matter type. Clear misfits are logged with the reason, and everything else is booked for a consultation or held for a lawyer to decide.
Can the setter give clients an update on their matter?
Yes, from the record in your connected matter management system or HubSpot, such as the current stage or the next key date. Updates follow your approval rules. Anything that would need a lawyer's judgment to explain is held for the matter owner rather than answered by the setter.
Does the Legal Operations setter suit in-house legal teams as well as firms?
Yes. The Legal Operations template is tuned for clients and internal stakeholders, so business colleagues raising requests are handled the same way as external clients. For in-house teams that only need requests captured and triaged without booking consultations, AI Legal Intake is the narrower build.
How long does the Legal Operations setter take to go live?
The standard delivery time is fixed and shown next to this page, with express and rush options for urgent needs. The clock starts from a verified intake, due within 72 hours of ordering, and each day late moves delivery by 3 working days. Arrange matter system access first.
What does the Legal Operations setter cost each month to run?
Roughly $50 to $250 a month in your own accounts for AI model usage and hosting, plus your matter management system or HubSpot plan. Cost follows conversation volume rather than consultations booked. Monthly maintenance is optional. It covers monitoring, fixes and change hours for things like a new practice area or an updated intake checklist.
Let lawyers start at the consultation, not the paperwork.
Order AI Appointment Setter for Legal Operations and lawyers start at the consultation, with intake details and conflict information already gathered.
Works well with
Legal Operations
AI Legal Operations Assistant
Handles routine legal-ops coordination and matter tracking.
Legal Operations
AI Legal Document Search
Answers questions from one defined set of legal documents, such as a client's contracts or a matter's filings, with citations.