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Legal Intake & Triage demo

Every legal request from every channel read, sorted and answered or assigned, with anything risky sent to a lawyer first. 1:34

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What the demo shows

One front door for business legal requests: read, classify, route, answer the routine ones.

Eight agents work every request. The intake reader reads it in any channel, attachments included, and the classifier reads it as one of 24 types. The risk sentinel scans every word for tripwires: threats of litigation, regulators, ethics reports, data incidents, sanctions, competitors. A hit pulls the request out of self-service, starts the legal clock it implies and sends it to counsel first. Routine questions are answered from the playbook with the passage cited, but only after a second agent checks every sentence against the passage and the requester's facts. The router assigns the rest by expertise, jurisdiction and load and explains why. The referral agent briefs outside counsel. The head of legal operations decides which types may be answered without a lawyer, and reviews a random sample every week.

Transcript

  1. Legal Intake & Triage is one front door for every legal question a business asks.
  2. 63% of legal teams still take requests through scattered channels.
  3. Here, every request is read, then sorted into four lanes.
  4. At 9.31, sales manager Leo Park asks on Slack if he can sign an NDA.
  5. The agents check it against our template, clause by clause, and he has a yes in about a minute, policy cited.
  6. Then a team's message mentions a cease and desist letter.
  7. The risk agent pulls it out of self-service and sends it to counsel Amara Osei, marked urgent.
  8. Amara accepts, issues a preservation notice to three custodians, and asks the referral agent for an outside counsel brief.
  9. Legal operations sets which questions need no lawyer and checks a sample every week.
  10. Every answer cited, every decision signed, every step logged.
  11. Last quarter, 38% were answered in minutes and every high-risk request reached a lawyer first.
  12. Build on Botminds, agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.