Client Intake & Conflict Screening for Employment Law Attorneys with Westlaw
The Problem
Every new Labor & Employment 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 Clio Manage, 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 labor & employment 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.
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.