Client Intake & Conflict Screening for Trademark Attorneys with Alt Legal
Run client intake & conflict screening on autopilot inside Alt Legal.
The Problem
Every new Trademark Prosecution 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 Alt Legal
AI runs the conflict check against CompuMark, 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 Alt Legal — uses the native API or agent integration so nothing leaves the system of record.
Alt Legal Integration Approach
Audit your Alt Legal configuration
We map the specific Alt Legal objects, custom fields, and workflows the automation needs to touch for your trademark prosecution practice.
Build on the Alt Legal API or agent
Integration happens inside Alt Legal — 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 Alt Legal 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 Alt Legal?+
Yes — we build directly on Alt Legal's API or agent integration. Your data stays in Alt Legal, your trademark attorneys keep the same login and UI, and there's no parallel system for the team to learn.
What Alt Legal configuration do we need before deployment?+
We work with your existing Alt Legal setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for trademark prosecution teams.
Can Alt Legal handle client intake & conflict screening on its own?+
Alt Legal handles configuration; AI handles judgment. Native Alt Legal workflows route deterministic tasks; our automation layer adds the AI judgment Alt Legal doesn't ship out of the box — document classification, exception triage, drafting.
Is Alt Legal the right tool for client intake & conflict screening for trademark attorneys?+
Alt Legal is widely used among trademark prosecution teams precisely because of its data model around client intake & conflict screening. We've deployed this workflow on Alt Legal for similar firms and the integration is well-trodden.
What's the typical ROI of client intake & conflict screening automation in Alt Legal?+
For trademark prosecution firms running Alt Legal, automation typically pays back inside the first quarter — measured against the loaded cost of the trademark attorney hours absorbed. Higher volumes deploy faster.
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See this running in your Alt Legal instance
30-minute call. We'll look at your actual Alt Legal setup and show exactly how this workflow fits.