How it works
From first message to open matter.
Six steps, always in the same order. Four AI specialists do the work, workflow code keeps the order, and nothing is decided until your attorney decides it.
01 Intake · Lexi
A prospect writes in.
Lexi says she’s an AI and can’t give legal advice, then asks who is involved before asking what happened. Once the names are checked, she gathers the facts an attorney needs, in the prospect’s own words.
Your attorney sees
The whole conversation, word for word, and a structured intake record built from it.
02 Conflicts · Victor
Names are checked before the story.
Victor searches every person and company named against the firm’s conflict list, including close variations. A possible match is flagged for an attorney. An exact match with a current client stops the intake at once.
Your attorney sees
Each name, what the list shows for it, and the matching record. Victor never clears a conflict.
03 Classification · Marcus
The matter is sorted.
Marcus identifies the practice area, matter type, jurisdiction and urgency, and routes the matter to the attorney who handles that work. Possible deadlines are flagged for an attorney to confirm.
Your attorney sees
A classification with its reasons, marked as a recommendation. The final call is the attorney’s.
04 Quality · Ruth
Someone tries to break it.
Ruth checks every statement against what the prospect actually said. She strikes assumptions and legal conclusions, including ones the team slipped in, and sends questions back to Lexi instead of guessing.
Your attorney sees
Every finding, what was corrected, and anything still open.
05 Coordination · Atlas
The right attorney gets one clear request.
Atlas keeps every step in the order the rules require, holds the intake when a conflict appears, and sends one approval request with every open flag. The prospect receives an acknowledgement and nothing more.
Your attorney sees
One request with everything needed to decide, and a due time.
06 Approval · Your attorney
A person decides.
Your attorney clears or declines the conflict, opens the matter or refers the prospect elsewhere. Only then does anything else happen.
Your attorney sees
The decision, recorded with everything that led to it.
Where it fits
Your website in. Your matters out.
- Your website
- Lexi runs the intake conversation on the firm’s site.
- Your conflict list
- Victor checks names against the firm’s own list.
- Case management
- Approved matters are designed to go to Clio first, then MyCase.Planned. Not connected in the demonstration.
- AI model
- Lexi, Victor, Marcus and Ruth run on Claude, by Anthropic. Atlas is workflow code, not an AI model.
Questions
What firms ask first.
Does Lexi give legal advice?
No. Lexi says she’s an AI at the start of every conversation and never gives legal advice. Her job is to gather what an attorney needs.
Who clears a conflict?
An attorney, always. Victor reports what the conflict list shows. An exact match with a current client stops the intake until an attorney decides.
What does a prospect receive before an attorney reviews?
An acknowledgement and nothing more. No advice, no promises and no engagement.
What happens outside office hours?
The same process. The intake is taken, checked and reviewed, and the approval request waits for your attorney.
Can we see why the team did something?
Yes. Every step records what came in, what was done and where it went next.
Is client data used to train AI models?
OrviDesk runs today on a fictional demo firm. Before any firm’s real client data enters it, the AI provider’s data-use and retention terms will be confirmed and given to you in writing.
Book a demo
Watch it take an intake.
We’ll walk you through a live intake on the demo firm, step by step, and answer your questions.