Operations workspace
Know what needs attention—and what happens next.
alicia@sunriselegal.example
Phone
760-555-0117
Inquiry for
My business or organization
Preferred contact
Either email or phone
Website
https://sunriselegal.exampleSource
Executive referral
Captured
Jul 23, 12:19 AM
Inquiry
Standardize consultation intake and new-client onboarding
Current state: The firm receives approximately 70 consultation requests per month. Two intake coordinators gather matter type, jurisdiction, urgency, referral source, and conflict-check details through repeated calls and emails. Business impact: Attorneys sometimes enter consultations without complete context, and qualified prospects may wait a full business day for acknowledgment. Desired outcome: Send a professional immediate response, collect approved non-confidential intake information, route by practice area, schedule consultations, and create a consistent welcome process after engagement.
AI relationship brief
Understand the person, intent, and next best action
Lead type
Business Inquiry
Persona
Office administrator
Intent
Standardize consultation intake and new-client onboarding
Confidence
94%
Context module
Business
Communication style
Practical and consultative
Next best action
Complete the implementation kickoff, approve the intake-question library, and run a two-week coordinator-only pilot before enabling prospect-facing automation.
Sunrise Legal Advisors approved a controlled intake and onboarding implementation designed to improve responsiveness without collecting privileged or unnecessary information. Approximately 70 monthly consultation requests will be acknowledged immediately, categorized by practice area and urgency, and routed to coordinators with a complete administrative summary. The project also standardizes scheduling and post-engagement welcome steps.
Likely need
A guarded legal intake workflow with conflict-check preparation, practice-area routing, scheduling, and human approval.
Urgency
high
Discovery questions
- Which questions are approved before conflict review, and which information must never enter the automation?
- How should urgent deadlines and existing representation be escalated?
- Which practice areas, jurisdictions, and attorney calendars control routing?
- What constitutes a completed intake and a successful handoff to an attorney?
Automation opportunities
- Immediate acknowledgment with clear confidentiality expectations
- Approved administrative intake and practice-area classification
- Urgency flags and coordinator routing before attorney review
- Consultation scheduling, engagement handoff, and welcome-task creation
Recommended next action
Complete the implementation kickoff, approve the intake-question library, and run a two-week coordinator-only pilot before enabling prospect-facing automation.
AI-assisted recommendation · verify assumptions during discovery.
Automated prospect sequence
Consent-aware follow-up with stop safeguards
Permission
Email consent recorded
Sequences cannot start without a documented source of permission.
Stop conditions
Reply · booking · opt-out · closed
Each condition blocks future sends before delivery.
Internal notes
Success measures: same-business-day human review, fewer incomplete consultation files, and documented ownership for every qualified request.
Doug Cunningham · Aug 17, 8:19 PM
Scope approved: administrative intake only. No legal advice, conflict decision, or confidential matter analysis will be generated by AI.
Doug Cunningham · Aug 12, 12:19 AM