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Chambers — Case Intake CRM

Structured intake with conflict checks and AI-drafted engagement letters — twice the intake capacity, none of the errors.

Legal   2× intake capacity · 80% fewer intake errors
Chambers — Case Intake CRM — main screenshot

Why we built it

New matters arrived as unstructured emails; paralegals re-typed everything, conflict checks were manual, and deadlines occasionally got diarised late — a professional-negligence risk. Chambers turns any enquiry (including from the AI chat agent) into a structured, checked, letter-ready matter in twenty minutes.

Project scope

  • AI pre-fills intake from the enquiry text or chat transcript
  • Automated conflict checking against the client database
  • Engagement letters drafted from matter details
  • Critical-date extraction and diarising with alerts
  • Compliance checklist per matter type
  • Handoff into the firm's case management

Technology used

Next.jsTypeScriptClaude AI (extraction & drafting)MongoDBDocument generationCalendar integration

Result

2× intake capacity · 80% fewer intake errors

Representative project — client details anonymised for confidentiality. Ask us for a live walkthrough.

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Inside the product

screenshot
The intake checklist on mobile — nothing opens incomplete.
screenshot
Intake analytics: capacity and error rate transformation.