Enterprise DNA downloadable asset | Checklist
AI Client Intake Checklist for Law Firms
A practical checklist for turning missed calls, web forms, and referral enquiries into a structured intake workflow.
Map the first 24 hours of intake, identify leakage, and decide what a voice or triage agent should handle first.
- Audit every intake source before the firm adds another admin hire.
- Separate legal judgement from repeatable triage work.
- Create a first-response standard for after-hours enquiries.
Intake source inventory
List the current steps in this part of the workflow for law firms and legal practices. Focus on who touches the work, how long it waits, and where the owner gets pulled in.
Write this down:
- What triggers intake source inventory today?
- Who owns the next action when this step stalls?
- What information must be captured before a human gets involved?
- What should the agent do automatically, and what must stay with the team?
Matter qualification questions
Separate judgement work from repeatable admin. The goal is not to replace the team, it is to move repeatable coordination away from expensive human attention.
Write this down:
- What triggers matter qualification questions today?
- Who owns the next action when this step stalls?
- What information must be captured before a human gets involved?
- What should the agent do automatically, and what must stay with the team?
Conflict and fit triage
Define the minimum context an AI agent needs before it can take the next step cleanly. If the answer is unclear, route to a human with a short summary.
Write this down:
- What triggers conflict and fit triage today?
- Who owns the next action when this step stalls?
- What information must be captured before a human gets involved?
- What should the agent do automatically, and what must stay with the team?
Booking and handoff standard
Write the handoff standard. A useful agent does not just answer. It captures context, updates the right system, and makes the next human action easier.
Write this down:
- What triggers booking and handoff standard today?
- Who owns the next action when this step stalls?
- What information must be captured before a human gets involved?
- What should the agent do automatically, and what must stay with the team?
First 30-day automation map
Pick the first 30-day build. Start with the workflow that is frequent, measurable, and painful enough that the payback is obvious.
Write this down:
- What triggers first 30-day automation map today?
- Who owns the next action when this step stalls?
- What information must be captured before a human gets involved?
- What should the agent do automatically, and what must stay with the team?
Next step
Turn this worksheet into an AI systems map.
Use this asset to spot the workflow. Then book a 60-minute Omni Audit with Sam to map the agents, apps, and handoffs for your actual business.