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
The team
Five specialists. One attorney decides.
Each member of the team has one job, a set of rules, and a record of everything they did. The names make the handoffs easy to follow. The rules make them safe to trust.
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
The limits
What each one is never allowed to do.
- 01LexiIntakeGive legal advice, or let a prospect think she’s a person.
- 02VictorConflictsClear a conflict. He reports what the list shows.
- 03MarcusClassificationMake the final call on what a matter is.
- 04RuthQualityFill a gap with a guess. She sends the question back.
- 05AtlasCoordinationSkip a step, or let anything beyond an acknowledgement go out before an attorney approves.
- 06Your attorneyApprovalDecides every conflict, every matter and everything that goes out.
Why names
Why give software a name?
Because a firm needs to follow who did what. “Victor flagged a possible match” is easier to act on than a status code, and it makes every handoff on the record read like a file note.
- We only call something AI when a model does the work. Atlas is workflow code, and says so.
- Prospects are told they’re talking to an AI before the first question.
- Every portrait is AI-generated and labelled. None of them is a real person.
- A name is brand. Changing a portrait or a voice never changes what an agent is allowed to do.
Book a demo
Put the team on your intake.
See Lexi, Victor, Marcus, Ruth and Atlas work a live intake on the demo firm, then decide the outcome yourself.