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LOOKADEV/SERVICES/LEGAL
UK LAW FIRMS & SOLICITORS // CLIENT INTAKE & MATTER TRIAGE

Pre-Screen Legal Leads & Eliminate Intake Admin for UK Law Firms

We engineer bespoke 24/7 legal intake assistants, automated document collection pipelines, and practice CRM syncs that filter out unqualified inquiries and deliver structured case briefings directly to fee-earners.

LOCATION: BRISTOL, UK
GOVERNANCE: UK GDPR COMPLIANT
DELIVERY: PRODUCTION IN 14–45 DAYS
DIRECT EXECUTIVE SUMMARY // GEO & AI OVERVIEWS SPEC

Quick Overview: What UK Businesses Need to Know

WHAT IT IS

Legal intake automation is a bespoke digital onboarding platform that engages prospective clients 24/7, screens matter eligibility against your firm criteria, collects ID and case documents, and prepares structured case briefs.

WHO IT IS FOR

UK solicitors, boutique law firms, and multi-partner practices handling high volumes of inbound inquiries that need to protect billable fee-earner hours from administrative drain.

HOW IT WORKS

Prospective clients initiate an inquiry via WhatsApp or your website. JusTriagem IA asks targeted diagnostic questions, verifies matter suitability and jurisdiction, securely collects evidentiary documents, and formats a standardized case dossier in your practice management system.

EXPECTED BUSINESS ROI

Practices reclaim 5 to 10 fee-earner hours per week, cut client onboarding time from 5 days to under 2 hours, and secure high-value instructions before competitor firms respond.

// THE OPERATIONAL BOTTLENECKS

Where UK Law Practices Lose Billable Momentum

Fee-earner time should be dedicated to high-value legal counsel and client matters, not filtering unviable inquiries and chasing missing paperwork.

FEE-EARNER DISTRACTION

Partners Trapped in Unqualified Discovery Calls

Senior solicitors spend 30 to 45 minutes on exploratory calls only to discover the prospect lacks budget, falls outside the firm's jurisdiction, or has an unviable matter.

Impact: £25,000–£60,000 in lost billable capacity per fee-earner annually.
DOCUMENT CHASE DELAYS

Days Lost Waiting for Incomplete Evidence & IDs

Back-and-forth emails requesting proof of address, contracts, or court documents stall onboarding and create disorganised document trails.

Impact: 2 to 3 weeks average delay before billable work can legally commence.
COMPETITOR INSTRUCTION RISK

High-Value Inquiries Abandoning Slow Contact Forms

Commercial and private clients facing urgent legal matters reach out to multiple firms; whoever responds with a clear intake pathway first wins the instruction.

Impact: Loss of lucrative retained instructions to agile rival firms.
// THE LOOKADEV ARCHITECTURE

Engineered Legal Intake Architecture Built for Instructions

We build production-grade workflows that automate pre-screening while maintaining strict SRA regulatory compliance.

01 // CONVERSATIONAL TRIAGE

JusTriagem IA: 24/7 Matter Screening Assistant

Qualify prospective clients instantly via conversational WhatsApp or embedded portal. Deterministic decision trees verify matter type, conflict markers, and budget alignment.

Key Deliverables:
  • Tailored diagnostic pathways by legal practice area
  • Automated preliminary conflict-of-interest check logging
  • Polite, automated referral routing for out-of-scope inquiries
02 // EVIDENCE INGESTION

Secure Client Document & KYC Collection Vault

Allow prospects to photograph and submit identification, contracts, and relevant correspondence directly via mobile with automated OCR verification.

Key Deliverables:
  • UK GDPR-compliant secure mobile document upload link
  • Automated file naming, categorization, and virus scanning
  • Standardized PDF compilation ready for solicitor review
03 // PRACTICE MANAGEMENT SYNC

Deep Clio, LEAP & Case Management API Integration

Turn intake submissions into structured matter files with a single click. Ingests client contact records, matter notes, and consultation schedules automatically.

Key Deliverables:
  • Automated matter creation in Clio / LEAP / Actionstep
  • Executive 1-page structured case brief for fee-earners
  • Direct calendar booking integration for formal paid consultations
// PRODUCTION TECH STACK

Built on Modern, High-Performance Infrastructure

JusTriagem EngineNext.js 15WhatsApp Cloud APIClio REST APILEAP IntegrationPostgreSQLTypeScriptSRA & UK GDPR Compliant
// CLEAR ANSWERS

Frequently Asked Questions

Commercial terms, timelines, intellectual property, and integration details.

OPERATIONAL AUDIT & SCOPING

Ready to Automate Legal Intake and Reclaim Billable Fee-Earner Hours?

Book an operational scoping call with our lead systems engineer in Bristol. We will evaluate your firm's intake pipeline and deliver a fixed-scope architecture blueprint within 48 hours.

Book Legal Intake Systems Audit
Direct consultation with Lead Architect Lucas Martins · No sales pitch · Scoping within 48h