Law firm conflict check + matter intake
New-client conflict-of-interest screening across history; draft engagement letter; collect retainer + IOLTA setup.
smb
prof-services
operations
law
Monthly Active Users
5,000
default for smb
Calls per User / Month
0.15
Token Shape (in/out)
800 / 300
Setup Complexity
high
~30 hours
Suggested capabilities
inference
retrieval
agentic
evaluation
Integration
Complexity
high
Setup hours
30 hrs
Glue cost / month
$35
Common systems
Clio
MyCase
PracticePanther
Smokeball
Production hints
Compliance flags
HITL
Audit retention
84 months
PII intensity
high
Default review rate
100%