From first inquiry to signed engagement letter — a single AI-driven workflow that captures the matter, runs conflicts, structures the fee arrangement, and delivers a clean handoff to the matter team.
Client Onboarding is the LexGo AI module that turns a prospective client conversation into a fully-formed matter ready for work. It replaces the patchwork of intake forms, conflict spreadsheets, manually drafted engagement letters, and e-signature tools that most firms duct-tape together with a single conversational interface that produces structured output at the end.
The module sits at the front of every LexGo AI matter and feeds Case Management, Discovery, Research, and the rest of the suite directly — so there's no re-keying, no file shuffling, and no missed details once a matter is opened.
An intake agent walks the prospective client through their situation in plain conversation — voice or text — capturing the parties, the timeline, the relief sought, and any documents the client wants to share. The agent runs conflict checks against the firm's matter database in real time, flags potential conflicts before they become a problem, and surfaces fee-structure options based on matter type and firm policy.
When the conversation is complete, the module generates a draft engagement letter that the responsible attorney reviews and dispatches for e-signature. On execution, the matter is provisioned in Case Management with intake artifacts attached.
Voice or text intake guided by a domain-aware agent. The client tells their story; the system extracts the structure.
Continuous matching against the firm's existing matters and parties as facts surface during the conversation. Flagged before the engagement letter is drafted.
Identity verification and KYC document collection wired into the same intake flow — no second tool, no second sitting.
Auto-drafted engagement letters with the right fee structure, scope, and terms for the matter type — reviewed and dispatched in one click.
Hourly, flat-fee, contingency, hybrid — fee options surface based on matter type and firm policy. Full transparency to the client up front.
On execution, a fully-provisioned matter is created in Case Management with parties, facts, documents, and engagement terms in place.