01 / Law office and title-work intake
Step 1 · Where it starts
A secure intake form where a new client describes what they need — a title search, an estate matter, a court filing — before the first phone call.
Step 2 · What gets automated
The intake is checked against current and past clients for a conflict before anyone is scheduled, and key facts are drafted into a case summary for the attorney to review.
Step 3 · The process it plugs into
Deadlines tied to a filing or a closing are tracked automatically and surfaced days ahead, not discovered the morning something is due.
Step 4 · SolaceSentry review
An attorney or paralegal reviews every conflict check and every drafted summary before a case moves forward. Nothing legal is finalized by the system.
Step 5 · What leaves the system
A checked intake and a deadline calendar the office can actually trust.
Proof metric: Conflicts caught before they become a problem, and filings that miss a deadline — the target for the second number is zero.