01 / Intake
Lexi
The Intake Specialist
- Answers the firm’s website inquiries, at any hour
- Says she’s an AI and never gives legal advice
- Asks who’s involved before asking what happened
“First, who’s involved. Then, what happened.”
Runs on an AI model
Five specialists · one attorney decides
Not one AI.A team.
OrviDesk gives your firm an intake team: specialists that answer inquiries, check conflicts, sort each matter and review each other’s work. Your attorneys make every call.
Matter 2026-EMP-0142 · moving through the teamSimulation
- 01LexiIntakeDone
- 02VictorConflicts1 flag
- 03MarcusClassificationDone
- 04RuthQualityReviewing
- 05AtlasCoordinationNext
- 06AttorneyApprovalWaiting
Why OrviDesk
An inquiry is a legal event before it’s a lead.
- 01
Conflicts come first.
What a prospective client tells your firm can create duties to them. Victor checks every name before anyone tells the story.
- 02
Every inquiry, the same care.
Lexi says she’s an AI, never gives legal advice, and gathers what an attorney needs, whatever the hour.
- 03
An attorney decides.
The team prepares the matter. Until your attorney approves, the prospect gets an acknowledgement and nothing more.
The team
Meet the team. Every one checks another.
Lexi, Victor, Marcus and Ruth run on an AI model. Atlas is workflow code, and says so. Their portraits are AI-generated. None of them is a real person.
02 / Conflicts
Victor
The Conflict Checker
- Checks every name against the firm’s conflict list
- Catches close variations, not just exact matches
- Stops the intake when a current client turns up
“I don’t clear conflicts. I report what I found.”
Runs on an AI model
03 / Classification
Marcus
The Classifier
- Names the practice area, matter type and jurisdiction
- Flags urgency and possible deadlines for an attorney to confirm
- Routes the matter to the right attorney
“Here’s what this looks like. The final call belongs to an attorney.”
Runs on an AI model
04 / Quality
Ruth
The Skeptic
- Checks every statement against what the client actually said
- Strikes legal conclusions, including the team’s own
- Sends questions back instead of guessing
“Then I try to break everything they did.”
Runs on an AI model
05 / Coordination
Atlas
The Coordinator
- Runs every handoff in the order the rules require
- Holds the intake the moment a conflict turns up
- Sends the approval request, and opens the matter once an attorney says yes
“I don’t do everything. I make sure the right one does.”
Workflow code, not an AI model
06 / Approval
You
The Attorney
- Reviews every flag the team raises
- Clears or declines conflicts. Software never does.
- Approves before a matter opens or anything goes out
“Every call is yours.”
A person. Always.
Lexi, 1 of 6
Watch the team work
Watch a matter move. Every handoff on the record.
SimulationFictional firm, people and facts. Nothing here is legal advice.
In the matter of2026-EMP-0142Demo Law Firm
The record is empty. Press play to start the matter.
Oversight
Nothing leaves without a lawyer.
- 01
Names before facts.
The team asks who is involved and checks for conflicts before anyone tells the story.
- 02
Software never clears a conflict.
Victor reports what the conflict list shows. An attorney decides what it means.
- 03
Checked against what was said.
Ruth flags anything the client didn’t actually say, including legal conclusions our own agents slip in.
- 04
An attorney approves.
No matter opens, and nothing beyond an acknowledgement goes out, until a person decides.
- 05
Everything on the record.
Every step shows what came in, what was done, and where it went next.
Book a demo
See OrviDesk on your intake.
We’ll run a live intake on the demo firm, step by step, and talk through how your firm takes on new matters today.