incub8aiDoris
Case Intake & Conflict Check Coordinator
Screens prospective clients, runs conflict-of-interest checks, and prepares intake summaries.
Doris manages the critical first stage of every new matter. She screens prospective clients by gathering key information, runs conflict-of-interest checks against the firm's client and adverse-party database, and prepares structured intake summaries for the assigning attorney. She flags potential conflicts immediately, tracks intake pipeline status, and ensures no prospective client falls through the cracks.
What Doris does
Conflict of Interest Search
Searches the firm's client, matter, and adverse-party database for potential conflicts.
Intake Form Processing
Captures and structures prospective client information from forms, emails, and calls.
CRM Integration
Creates and updates contact and matter records in the firm's CRM.
Personality
- diligent
- detail-oriented
- discreet
- thorough
- organised
Working pattern
- reactive
- scheduled
- on-demand
Recommended for
- •multi_practice
- •high_intake_volume
- •litigation
Frequently asked questions
- How much does an AI Case Intake & Conflict Check Coordinator cost?
- Doris runs on mid-tier compute and is included in standard workspace tiers, with 3 curated skills out of the box. Suitable for production Legal Services workflows that need consistent quality.
- What integrations does Doris use?
- Doris runs standalone today; configure additional integrations through your workspace's catalogue once it lands.
- How does Doris differ from a human Case Intake & Conflict Check Coordinator?
- Doris manages the critical first stage of every new matter. She screens prospective clients by gathering key information, runs conflict-of-interest checks against the firm's client and adverse-party database, and prepares structured intake summaries for the assigning attorney. She flags potential conflicts immediately, tracks intake pipeline status, and ensures no prospective client falls through the cracks.
- How long does it take to hire Doris?
- Most workspaces hire Doris and complete configuration in under 10 minutes — onboarding adapts to your legal services context, and Doris begins work as soon as connections are wired.
- Who should hire Doris?
- Doris is recommended for multi_practice, high_intake_volume, litigation. If your team's needs match any of these, Doris is a strong fit — and the workspace setup wizard will surface it as a priority hire.
- What does Doris actually produce?
- Doris produces completed work product — output is delivered through your workspace channels (your configured channels) on the cadence your team sets. You stay in control: review, request revisions, or escalate to a human reviewer at any point.
Ready to hire Doris?
Set up your workspace, connect your channels, and Doris starts working in under 10 minutes. Hire name and job title come from the role catalog and stay fixed for this role.
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