The problem
Prospective clients write long emails. Someone has to read each one, pull out the parties for the conflict check, judge whether it's the kind of matter the firm takes, and reply without saying anything that sounds like advice.
What Cowork does
- An hourly task reads new inquiries in the intake inbox or web form emails.
- It writes a summary: matter type, jurisdiction, key dates mentioned, and every person and company named.
- It creates a contact and intake note in Clio through Composio, if available; otherwise a row in an intake sheet.
- It drafts a holding reply that thanks them, says the firm will be in touch after a conflict check, and gives no legal advice.
Where the draft lands
An intake summary, a Clio record or sheet row, and a reply draft.
What stays with you
The conflict check, the decision to take the matter, and every word that goes to the prospective client.
Matter type: landlord-tenant (security deposit). Jurisdiction: county stated in email. Dates mentioned: move-out Aug 31.
Names for conflict check: Grace Ellis; Cornerstone Property Management LLC; "Mr. Hale" (property manager).
Holding reply: Thank you for contacting Okafor Law. We'll be in touch after a routine conflict check. We can't give advice until we've agreed to represent you.
Watch-outs
- Confidentiality and privilege: check your bar's guidance on AI tools and consider Enterprise.
- Clio has no official Claude connector. Composio's Clio toolkit needs a firm-registered Clio app.
Questions owners ask
Does it run the conflict check?
No. It lists the names so the attorney or staff can run it in your practice software.
Can it tell the person whether they have a case?
No. The reply is deliberately advice-free.