What’s coming
Intake automation will let your firm encode the rules your intake team already follows in their heads — so a fresh submission can be triaged, scored, and routed without anyone touching it first.Auto-DNQ
Submissions that obviously don’t qualify (out-of-state, expired SOL, prohibited case types) get auto-rejected with a templated explanation email. They still appear in the submissions list with status Rejected for the audit trail.
Auto-route by case type
A “Dog Bite” submission lands directly on the dog-bite paralegal’s queue. An “Auto Accident” with
medicalExpenses > $10k routes to the senior attorney. Routing rules combine form responses with team-member specialties.Auto-score
A configurable scoring model assigns each new lead a 0–100 score based on signals like injury severity, liability clarity, statute headroom, and source quality. High-score leads jump the triage queue.
Conflict pre-check
Submitter name and address are matched against the existing client database before the lead is even created. Conflicts trigger a hold instead of a green-light.
What it will not replace
Even with automation on, a human signs off before any lead gets converted to a journey. Automation handles the first cut — the obvious-yes and obvious-no submissions — so your team’s attention goes to the genuinely judgment-call cases. The pre-conversion checklist (Contract Signed, HIPAA Received, Intake Completed, Contact Info) stays a manual gate. Those are facts about the real world, not signals from the form, and they require a person.How it’ll be configured
Rules will live under Admin → Intake Settings. Each rule has a trigger (form responses match X), an action (set status, route to user, send email), and a priority (rules run in order). Until then, the workflow stays manual. See Submissions and Leads List for the current process.Have a specific automation rule you’d like prioritized? Send it to your firm admin or use the Bug Report button in the sidebar to file a feature request.