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Est. deploy 3–5 weeksSee the walkthrough
Sales & Quoting · Legal
Follow up on cleared prospective matters.
Eligible prospects get lost after the initial call.
For: Intake managers and the team responsible for sales & quoting in legal.
01 · The outcome
What good looks like.
The team has a reviewed engagement follow-up task, with source evidence and an explicit approval before any external action. Track cleared prospects responding to follow-up against a baseline; do not assume automation improves it.
A connected workflow that uses attorney-approved engagement status, contact permissions, and prior follow-up to draft a factual follow-up that avoids promises about outcomes. It produces a reviewed engagement follow-up task.
Where AI helps, and where a person decides.
AI can draft a factual follow-up that avoids promises about outcomes. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The intake manager verifies the source facts and approves the final action.
Intake manager is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Intake manager: Capture the source and scope
- Intake manager: Review the proposed outcome
- Intake manager: Release only the approved version
- Intake manager: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: A cleared prospect has not responded to an approved engagement offer. Connect only attorney-approved engagement status, contact permissions, and prior follow-up. The intake manager confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to draft a factual follow-up that avoids promises about outcomes. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check a reviewed engagement follow-up task against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Intake manager has recorded approval or a reason to hold the item.
After explicit approval, save a reviewed engagement follow-up task in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review cleared prospects responding to follow-up each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=legal-intake-conversion
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- LEGAL-INTAKE-CONVERSION-DEMO-001
- Trigger
- A cleared prospect has not responded to an approved engagement offer.
- Owner
- Intake manager
- Prepared output
- a reviewed engagement follow-up task
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Cleared prospects responding to follow-up
Start with your tools.
Connect Clio, Microsoft 365, Document management system through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
- For legal work, preserve privilege and confidentiality, check conflicts before substantive intake, and require a licensed attorney to approve legal advice, filings and engagement terms.
Try this week / no DAVID required
A useful first step.
This week, have your intake manager time five examples of this work. Use redacted copies of attorney-approved engagement status, contact permissions, and prior follow-up to make a reviewed engagement follow-up task manually, then list which fields required judgment.
What to measure.
- Cleared prospects responding to follow-up
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
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