Public Demo

Kanzlei Intake Suite

Structured intake and internal case pre-organization for law firms.

Structured intake and internal case pre-organization for law firms.

The demo shows how incomplete first-contact information, repeated fact narratives, and missing documents can be consolidated into a professional single-page lawyer view.

Repeated retelling of the facts
Incomplete initial information
Missing documents
Unnecessary time spent on first-level sorting
Start demoView pricingView sample matterOpen lawyer view

Workflow

1. Structured intake
2. Document upload
3. Internal pre-organization
4. Single-page lawyer view
The public demo uses only fully fictional data and contains no real clients or real matters.

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Feature overview

What the Intake Suite covers in daily law-firm work

The demo does not just show isolated screens. It reflects the core workflow from first intake through internal attorney preparation.

Intake and client capture

  • Multi-step structured client intake
  • Draft saving and full storage of all submitted data
  • Branching by matter type, procedural stage, and urgency
  • Upload and categorization of submitted documents

Internal case preparation

  • Internal matter overview with timeline, status, and change history
  • Detection of missing information with follow-up prompts and relevance notes
  • Automatically generated internal briefing as working material
  • Potential lines of argument for attorney review only

Lawyer workspace

  • Single-page workspace for first calls and follow-up conversations
  • Internal notes, conversation history, and status control
  • PDF export and printable internal case dossier
  • Linking between documents, argument points, and statute references

Control and traceability

  • Role separation for staff, lawyer, and admin users
  • Audit log for internal traceability
  • Public demo with fictional data only
  • Statute references from official sources as internal reference material