Legal · Matter qualification

Qualified matters reach the partner, not the inbox.

Attorneys still clear every conflict and make every call. The system surfaces what they need to decide.

Stage 01 Inquiry received

A new inquiry enters your queue.

Pulled the moment a prospective client submits a web form, sends an intake email, or leaves a voicemail. No one opens an inbox.

Intake channels
Live
  • 22 min ago Matter #MT-4819 Commercial dispute Graded
  • 11 min ago Matter #MT-4820 Employment claim Graded
  • just now Matter #MT-4821 Contract breach · web form New
Captured within minutes of submission Moving to parsing →
Stage 02 Matter parsed

Intake text becomes structured matter data.

Parties, counterparties, issue, jurisdiction, requested relief, key dates. Pulled from the form, the email body, the attachments.

intake_MT-4821_form.pdf 142 KB

[Plaintiff entity]

[Contact] · [Email]

Issue

Breach of supply agreement, alleged non-delivery on $480K order.

Counterparty

[Counterparty], a regional distributor.

Jurisdiction & dates

Contract venue: state court, Travis County.

Alleged breach: 14 months ago.

parsed #MT-4821 1.8s
{
  "matter_type": "commercial_breach",
  "plaintiff": "[Plaintiff entity]",
  "counterparty": "[Counterparty]",
  "jurisdiction": "TX, Travis County",
  "alleged_damages_usd": 480000,
  "months_since_breach": 14,
  "requested_relief": "damages_plus_specific_perf",
  "contract_on_file": "yes",
  "channel": "web_form"
}
Stage 03 Conflict check against firm history

Every party, run against the firm's full history.

Fuzzy entity matching across the firm's client roster, adverse-party log, related entities, and prior matters. Results are surfaced for attorney clearance, never auto-cleared.

Conflict graph · firm history
12,847 entities indexed
Recorded party [Counterparty]

As listed on intake form.

Resolved entity [Counterparty] Holdings LLC

Fuzzy match, 0.92 similarity. Parent of 3 known subsidiaries.

Potential conflict Subsidiary represented in 2022 (Matter #MT-2914)

Surfaced for attorney clearance. Not cleared by the system.

Searched: 12,847 entities · 6,402 prior matters · 9,118 adverse parties Potential conflict surfaced → attorney clearance
Stage 04 Attorney clearance step

A licensed attorney clears every conflict.

Every surfaced conflict goes into a human-confirmation queue with the audit trail intact. The system never marks a matter "cleared" on its own.

Human clearance required

Matter #MT-4821 cannot proceed until an attorney clears the surfaced conflict. The system does not auto-clear.

Clear Decline

[Counterparty] Holdings LLC · subsidiary prior representation

Surfaced from fuzzy match on intake-listed counterparty. Awaiting attorney review.

Pending review

[Plaintiff entity] · client roster

No prior representation found. No related-entity overlap detected.

No match

Audit trail · Matter #MT-4821

  • 10:42:01Inquiry parsed, parties extracted
  • 10:42:14Conflict scan run against firm history (12,847 entities)
  • 10:42:18Potential conflict surfaced: [Counterparty] Holdings LLC subsidiary
  • 10:42:18Status set to AWAITING_ATTORNEY_CLEARANCE
  • pendingAttorney decision (cleared / declined / waiver) will be logged here
Stage 05 Matter graded against firm criteria

Graded on the criteria your partners set.

Matter value, practice fit, and current team capacity. The judgment layer. Output: A, B, C, or D, with the reasoning attached.

Matter #MT-4821

Commercial breach · [Plaintiff entity] v. [Counterparty]

B Worth a partner look
Claim value above firm threshold ($480K alleged damages)
Practice fit: commercial litigation, in-state venue
Contract on file (specific performance claim is workable)
Capacity check: commercial-lit team has bandwidth this quarter
Posture viable pending attorney clearance on conflict edge
Rubric captured from partners during kickoff. Each matter type carries its own value, fit, and capacity criteria.
Stage 06 Risk flags surfaced

Statute, capacity, and conflict-edge risks flagged, not decided.

Every risk an attorney would want to see before a phone call. Detection is surfaced as a flag, not relied on as a determination. The lawyer makes the call.

Statute of limitations · attorney to confirm

Alleged breach 14 months ago. Texas contract SOL is 4 years, but accrual date depends on facts. Surfaced for attorney determination, not relied on by the system.

Flagged

Conflict edge · awaiting clearance

Subsidiary of counterparty was a former client (Matter #MT-2914). Cannot proceed until attorney clears or declines per Stage 04.

Blocking

Team capacity

Commercial litigation group at 72 percent utilization. Capacity available this quarter.

Clear

Jurisdiction note

Contract names Travis County venue. Confirm forum-selection clause enforceability before filing posture.

Note

Document completeness

Signed supply agreement, two invoices, and email thread provided. Sufficient for intake review.

Clear
Stage 07 Intake brief or decline letter delivered

Partners get a brief. Declines get a real letter.

A qualified matter lands as a one-page intake brief. A poor-fit matter routes to a courteous decline letter with referral language, drafted and ready for an attorney to send.

Cleared, graded matters route to the responsible partner as a one-page brief. Posture, value, risk flags, and the decisions the attorney still needs to make.

Matter #MT-4821

Commercial breach · [Plaintiff entity] v. [Counterparty]

B

Posture

  • Alleged $480K damages on supply-agreement breach, 14 months out
  • Plaintiff seeks damages plus specific performance
  • Signed contract, two invoices, and email thread on file

Open risk · attorney call

  • Conflict edge: counterparty subsidiary was prior client (Matter #MT-2914). Awaiting clearance.
  • Statute clock: 14 months in on a 4-year TX contract SOL. Confirm accrual.

Questions for the intake call

  • Has plaintiff communicated with counterparty since the alleged breach?
  • Are there related entities or guarantors we should add to the conflict scan?
  • Is the client open to a demand letter before filing?
Outcome

Same partners. The triage pile disappears.

Attorneys still clear every conflict and run every intake call. They just stop wading through inquiries that never should have reached them.

3-7 days Under 2 hours Inquiry to qualified matter
20-30 min 3-5 min Partner time per inquiry
12 percent 38 percent Declines closed cleanly with a letter
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