Legal client intake

A professional first response, without crossing the line.

Lisra collects potential-client details, answers firm-approved questions and routes consultation requests while legal advice, conflicts and case decisions stay with the firm.

ConsistentIntake questions
TraceableEvery handoff
GuardedNo legal advice
NEW MATTER DESK · INTAKE 0241Reviewing request

Intake that respects professional boundaries.

Potential clients receive clarity about the process, while the firm receives organized facts and a deliberate review point.

Receive

Capture contact details, location, matter type and preferred consultation method.

Structure

Ask the firm’s approved intake questions and identify missing information.

Review

Pause for conflict, urgency, jurisdiction or attorney eligibility checks.

Route

Schedule, decline with approved language or send to the right legal team.

Designed for the business of running a firm.

Lisra supports intake and communication operations; it does not replace attorney judgement.

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Matter-specific intake

Use different question paths for practice areas, jurisdictions and lead sources.

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Deadline awareness

Flag possible urgency language for rapid human review without interpreting law.

Conflict-ready records

Collect names and organizations needed for your existing review process.

Consultation scheduling

Offer approved slots only after the required review state is complete.

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Firm-approved FAQs

Explain fees, locations, process and document preparation from approved content.

Practice-area routing

Send matters to the appropriate attorney, intake team or referral path.

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Clear boundary: no attorney-client relationship.

Every deployment can include your disclaimers, approved language and human review rules. Lisra does not give legal advice, guarantee representation, determine conflicts or create an attorney-client relationship.

Make every new matter easier to review.

Bring one practice-area intake form to the guided walkthrough.

Plan the Legal Intake →