Law firm intake automation in Pittsburgh
A potential client submits a form at 7:42pm on a Friday. Orion captures it, runs a conflict pre-check, qualifies it against your criteria, and puts it in front of an attorney to confirm. Nothing is accepted, calendared, or answered until a person at your firm says so.
What LegalIntake does
24/7 enquiry capture
Web form, phone, or email. Name, matter type, dates, and contact details pulled into structured fields.
Conflict pre-check
Cross-referenced against your existing client and matter list before an attorney spends time on it.
Document reading
Parties, dates, amounts, obligations, and response deadlines pulled out and put in a review queue.
Attorney confirms
Every deadline and acceptance needs an affirmative confirmation, with escalation if nobody confirms and a full audit trail.
Why the human step is built in
In a law firm a missed deadline is malpractice. Software that quietly swallows one is a liability, not a time-saver. So the confirmation step sits at the architecture level, where it cannot be switched off. Orion is not a law firm and does not give legal advice. See also all our Pittsburgh automation services.
Questions law firms ask
Does the software give legal advice?
No. It captures information, drafts, and surfaces deadlines for your staff to review. Orion is not a law firm, and nothing is accepted, sent, or calendared without a person at your firm confirming it.
What happens to a deadline the software finds?
It goes into a review queue and needs an affirmative confirmation from a person before it becomes real, with escalation if nobody confirms. Every confirmation is logged.
How is client data handled?
We agree in writing which systems touch your data before any real client information is processed.
Does it replace our practice management software?
No. We connect to the tools you already use, such as Clio or Outlook, and confirm your setup in the walkthrough.
Get a walkthrough
Fifteen minutes to map where your intake time goes. You will get an honest answer about whether it is worth automating.