01 / Title and estate-matter client intake
Step 1 · Where it starts
A client describes what brought them in — a closing, an estate, a boundary dispute — through a short online form before the office calls back.
Step 2 · What gets automated
Names and dates from that description get checked against the firm's existing client list for a conflict, and a first-draft summary is built for the attorney to read.
Step 3 · The process it plugs into
A closing date or a filing deadline gets tracked from the moment it is known, surfacing on its own days ahead instead of being remembered at the last minute.
Step 4 · SolaceSentry review
Nothing moves to the next step until an attorney has actually read the conflict check and the draft summary.
Step 5 · What leaves the system
A vetted new-client file and a deadline that does not slip past anyone.
Proof metric: Deadlines that get missed — the goal is none — and conflicts caught before they become an ethics problem.