Maya collects case facts conversationally, searches your firm's templates and fee schedules, drafts engagement letters, tracks document collection, and delivers a complete intake package — before the billable clock starts.
What legal intake still looks like without this bundle
Attorneys spend billable-rate hours on intake calls. Clients forget to send documents. Engagement letters sit in drafts. The case file arrives incomplete and the paralegal starts chasing.
Billable Hours on Intake
An attorney at $300–$600/hour spends 30–45 minutes on an initial consultation collecting facts that a structured intake could capture. Staff time per new matter runs 1–2 hours when forms, follow-ups, and document requests are factored in.
Chasing Documents
Clients are told what to bring. They forget. The paralegal sends a follow-up email. Then another. Contracts, ID, evidence, prior correspondence — each document requested individually, tracked manually, and often incomplete at the first meeting.
Engagement Letters in Drafts
The letter of engagement is drafted manually from a Word template, sent by email, and tracked in a spreadsheet. Fee structure, scope of representation, and billing terms are typed in by hand for each new matter. Errors happen. Delays compound.
No Structured Case Data
Initial consultations happen by phone or in person. Case facts live in the attorney's notepad or in unstructured email threads. No standardized format. No scoring. No central record until someone manually enters it into the practice management system.
Pre-Built Workflow
What Maya does instead
A potential client visits your firm's website or opens a link. Maya handles the entire intake — from first question to signed engagement letter — and the attorney receives a complete package before their first billable minute.
1
Initial ContactPotential client visits the firm's website or opens a shared link. Maya greets them and asks about the nature of their legal matter — practice area, parties involved, key dates, and desired outcome.
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2
Case Fact CollectionMaya asks practice-area-specific intake questions generated from the firm's own templates. Family law gets different questions than commercial litigation. Each answer is captured as structured data, not free text.
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3
Document CollectionMaya tells the client exactly which documents are needed for their matter type — pulled from the firm's document checklist in RAG. Client uploads through the widget. Maya tracks what has been received and what is outstanding.
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4
Engagement LetterMaya drafts the engagement letter from the firm's template — fee structure, scope of representation, billing terms, and jurisdiction-specific clauses pulled from RAG. Sent for e-signature. Retainer terms confirmed.
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✓
Complete Intake PackageAttorney receives: structured case summary, all uploaded documents, signed engagement letter, qualification score (case viability), and a document compliance status showing what is still outstanding. First meeting starts informed.
Three Layers Working Together
Avatar + Knowledge + Tools — the killer feature
Maya does not give generic legal answers. She searches your firm's own materials — templates, fee schedules, practice area FAQs, document checklists — and uses them in a face-to-face conversation with the client.
Conversational Legal Intake
Your firm's engagement letter templates, fee schedules, jurisdiction-specific requirements, practice area FAQs, and document checklists are loaded into the knowledge base. A potential client opens a link on their phone. Maya appears face-to-face and asks about their legal matter. The client describes a commercial lease dispute. Maya asks follow-up questions specific to commercial litigation — pulled from the firm's intake template for that practice area. Maya answers the client's questions about fees and process from the firm's own fee schedule and engagement terms. When the conversation ends, the attorney has a structured intake summary, uploaded documents, a drafted engagement letter, and a case viability score — without a single billable minute spent on the initial consultation.
With Avatar
Maya appears face-to-face on the client's phone or desktop
Asks practice-area-specific intake questions from the firm's own templates
Answers client questions about fees, process, and timelines from the firm's knowledge base
Collects documents during the conversation — client uploads through the widget
Drafts the engagement letter using the firm's templates and sends for e-signature
Available as widget on the firm's website, shared link, or Maya joins a video call
Straight Workflow (No Avatar)
Same intake questions, same document collection, same engagement letter — no video layer
Clients interact via text chat or structured intake forms
Results delivered via API, webhook, or practice management system
Lower cost per intake — suitable for high-volume firms
Document follow-up sequences run automatically
Engagement letter drafting and compliance tracking work identically
Each scenario shows a real situation, what Maya does, and the structured output the firm receives.
Solo Practitioner — Family Law
15 inquiries per week, 4 become retained clients
Maya handles every initial inquiry on the firm's website
Collects case facts: marriage duration, children, assets, desired outcome
Answers questions about the firm's fees and process from the knowledge base
Scores case viability based on practice area fit and complexity
Drafts engagement letter for viable matters and sends for e-signature
Attorney only meets clients with signed engagement letters and complete documentation
Output: 4 retained clients with signed engagement letters, structured case summaries, and uploaded documents. 11 inquiries handled and qualified without attorney time.
Tells the client exactly which documents are needed for their matter type
Tracks each upload against the firm's document checklist
Extracts key terms and obligations from uploaded contracts
Follows up automatically on missing documents
Output: Complete document package with compliance status, extracted contract terms, and structured matter summary. Attorney opens the file knowing what has been received and what is still outstanding.
Multi-Practice Firm — 3 Partners, Shared Intake
One intake system across family, commercial, and employment law
Each practice area has its own intake template and document checklist in RAG
Maya detects the matter type and loads the correct question set
Engagement letter templates differ by practice area and partner
Intake packages routed to the correct partner
One firm license, three separate intake streams
Output: Per-partner intake packages with practice-area-specific question sets, document checklists, and engagement letters. Firm-level summary of new matters across all practice areas.
Tools in This Bundle
12 tools — all live, all included
Every tool in this bundle is built, tested, and running in production. These are the capabilities Maya uses when you deploy the Legal bundle.
No competitor has a dedicated legal intake agent. Legal practice management tools handle case files after intake. This bundle handles everything before the attorney's first billable minute.
Manual / Separate Tools
Attorney conducts intake call — 30+ minutes at billable rate
Case facts recorded in handwritten notes or free-text email
Document checklist sent separately by paralegal
Each document requested individually, tracked in a spreadsheet
Engagement letter drafted manually from Word template
Signed letter returned by email or post — days of delay
No case viability scoring before the attorney commits time
VS
Legal Bundle Agent
Maya collects case facts conversationally — 24/7, any device
Structured intake summary with practice-area-specific fields
Document checklist loaded from RAG per matter type
Uploads tracked automatically, follow-up sequences for missing items
Engagement letter drafted from firm templates, sent for e-signature
Signed letter returned within the same session
Case viability scored before the attorney sees the file
The Legal Bundle Agent is a pre-built AI workflow for law firms handling client intake, document collection, and engagement letter drafting. Maya collects case facts conversationally using practice-area-specific intake questions generated from the firm's own templates. The knowledge base is loaded with engagement letter templates, fee schedules, jurisdiction-specific requirements, practice area FAQs, and document checklists per matter type. Maya searches these materials in real time during conversations, answering client questions about fees and process from the firm's actual terms. The workflow generates structured intake summaries, tracks document collection against the firm's checklist per matter type, drafts engagement letters from templates with scope of representation and billing terms, and sends for electronic signature. The bundle includes 12 tools covering intake questions, intake summaries, document extraction, document summarization, contract generation, document collection, e-signature, compliance tracking, follow-up sequencing, demand letters, knowledge base search, and prospect qualification. The optional two-way video avatar layer enables face-to-face client consultations where Maya collects case facts while simultaneously searching the firm's knowledge base. Available in 30 languages with pay-as-you-go pricing. Business and deployment partner licenses available.