A
ChatGPT
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ChatGPT helps professionals draft documents, summarize information, analyze ideas, create workflows, and speed up knowledge work.
AI workflow
AI legal intake workflow
Organize intake details, draft follow-up questions, and prepare attorney review notes.
lawyers, paralegals, and small law firm teams4 steps
Steps
Step 1
Collect matter type, timeline, parties, documents, and client goals.
Step 2
Summarize intake information into a structured review note.
Step 3
Draft missing-information questions for staff or attorney approval.
Step 4
Store approved notes and next steps in the firm's workspace.
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