Client Intake & Conflict Screening for Criminal Defense Attorneys with Westlaw
Run client intake & conflict screening on autopilot inside Westlaw.
The Problem
Every new Criminal Defense lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build in Westlaw
AI runs the conflict check against MyCase, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Westlaw — uses the native API or agent integration so nothing leaves the system of record.
Westlaw Integration Approach
Audit your Westlaw configuration
We map the specific Westlaw objects, custom fields, and workflows the automation needs to touch for your criminal defense practice.
Build on the Westlaw API or agent
Integration happens inside Westlaw — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Westlaw with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this client intake & conflict screening automation work natively in Westlaw?+
Yes — we build directly on Westlaw's API or agent integration. Your data stays in Westlaw, your criminal defense attorneys keep the same login and UI, and there's no parallel system for the team to learn.
What Westlaw configuration do we need before deployment?+
We work with your existing Westlaw setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for criminal defense teams.
Can Westlaw handle client intake & conflict screening on its own?+
Westlaw handles configuration; AI handles judgment. Native Westlaw workflows route deterministic tasks; our automation layer adds the AI judgment Westlaw doesn't ship out of the box — document classification, exception triage, drafting.
Is Westlaw the right tool for client intake & conflict screening for criminal defense attorneys?+
Westlaw is widely used among criminal defense teams precisely because of its data model around client intake & conflict screening. We've deployed this workflow on Westlaw for similar firms and the integration is well-trodden.
What's the typical ROI of client intake & conflict screening automation in Westlaw?+
For criminal defense firms running Westlaw, automation typically pays back inside the first quarter — measured against the loaded cost of the criminal defense attorney hours absorbed. Higher volumes deploy faster.
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See this running in your Westlaw instance
30-minute call. We'll look at your actual Westlaw setup and show exactly how this workflow fits.