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

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.

Location detected

Access from Ohio was detected. Open the localized market view for intake and privacy guidance relevant to that jurisdiction.

Open Ohio

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

Demo matters

DEM-2025-001

Tax criminal inquiry after tax audit

During an ongoing tax audit, questions were raised about incoming invoices and cash movements.

Tax criminal lawHigh

DEM-2025-002

Tax notice dispute with the tax office

The client wants a recently received tax notice and the possible objection path to be structured internally first.

Tax lawMedium

DEM-2025-003

Search and seizure matter with high urgency

After a search has already taken place, the documents, sequence of events, and points of contact must be organized very quickly.

Search / seizure / confiscationCritical

DEM-2025-004

General criminal-law inquiry outside the tax focus

This is a general criminal-law inquiry without an apparent tax-related focus.

Criminal law / criminal defenseLow

DEM-2025-005

Potential voluntary disclosure with major information gaps

The client is considering a voluntary disclosure but cannot yet identify the relevant years, accounts, and records in full.

Voluntary disclosure / corrective filingHigh

DEM-2025-006

Appeal / review inquiry with extensive judgment file

After a judgment has already been issued, the question is which materials should be organized internally for a focused review discussion.

Appeal / reviewMedium

Solution overview

Structured digital intake
Internal pre-organization
Single-page lawyer view
Better preparation for the first consultation
Choose a demo matter to open either the sample intake view or the lawyer workspace.