Carter & Lowe Client Intake
Legal & professional services
An intake experience planned to organise sample enquiries, retrieve approved firm information and prepare a consultation handover.
This page describes the planned app. Access opens after deployment and testing.
Screenshots available after deployment
The problem
A first enquiry may arrive without the details needed to route it. Staff need a concise intake summary and clear boundaries around what an assistant can answer.
What we’re building
- Practice-area intake and sample contact details
- Retrieval from approved sample firm documents
- Sample conflict check
- Consultation availability and booking
- AI summary and staff handoff
- Admin review with legal-advice boundaries
How the planned workflow connects
- Enquiry
- Intake
- Sample checks
- Consultation
- Staff review
What you’ll be able to try
- Ask which sample practice area handles an enquiry
- Run a sample conflict check
- Prepare a consultation summary
Suggested actions for the upcoming demo
Your version
Your brand, approved business data and integrations, with access controls, staff training and an agreed delivery scope. Sample records are replaced only after your production setup is ready.
Typical delivery: 4–6 weeks, subject to information governance. Confirmed after discovery.
From $2,400 USDFinal scope and quote agreed before development. Third-party usage fees are separate.
The price is the service’s starting scope, not a quote for every feature in this showcase.
Planned foundations
- AI SDK
- Retrieval
- Supabase
- Intake
- assistant-ui — MIT · proposed foundation; license verified before use
- Vercel AI SDK — Apache-2.0 · proposed foundation; license verified before use
Each app will be customized and extended by KeAitec, with original licenses and attribution retained.
Discuss your legal & professional services project
We’ll review your goals, recommend a starting scope and explain the next steps.