Client Intake
Turn a web inquiry into a fully populated matter — with the conflict check already done.
The problem
Leads arrive as emails and web forms, get re-keyed by hand, and the conflict check happens late — if it happens before you've already talked to the prospect.
Capabilities
What it does
Intake form builder
Field types, conditional logic, validation, and file upload, served as public hosted forms.
Lead pipeline
CRM-style status tracking (lead → qualified → converted), source attribution, and assignment.
AI qualification
Lead scoring and classification, conflict-party detection, and profile enrichment from submitted documents.
One-click conversion
Convert a qualified lead into a matter with fields pre-populated from intake.
In your control
Prospect data stays in your system, and conflict checks run before engagement.
Related
Works with
Matters
Matter lifecycle, conflict checks, risk scoring, related-proceeding tracking, and a matter workspace the AI understands.
Billing & Trust
Time/expense capture, UTBMS coding, invoicing, trust accounting with reconciliation, retainers, and payment plans.
Lex AI & Agents
A grounded legal AI that drafts, researches your matters, triages email, and runs governed agents that take action with your approval.
See EdgeLex on your own terms.
We'll walk through self-hosting, model control, and your firm's workflows.