Client Intake & Conflict Screening for Law Firm Administrators with Aderant
The Problem
Every new Mid-Size Law Firm Ops 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 Aderant
AI runs the conflict check against Aderant, 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 Aderant — uses the native API or agent integration so nothing leaves the system of record.
Aderant Integration Approach
Audit your Aderant configuration
We map the specific Aderant objects, custom fields, and workflows the automation needs to touch for your mid-size law firm ops practice.
Build on the Aderant API or agent
Integration happens inside Aderant — 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 Aderant with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Aderant instance
30-minute call. We'll look at your actual Aderant setup and show exactly how this workflow fits.