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Workflow automation

Lantern Intake Automation

A workflow automation that gives a law firm back its first hour of every client relationship.

Live demo: try it

Everything below is clickable. Data is simulated.

intake.lanternlegal.com/pipeline

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L

Lantern

Legal intake

5 in pipeline

Today’s queue

R. Whitfield

Commercial lease dispute · est. $18k · via Website

  1. CRM record
  2. 2Conflict check
  3. 3Engagement letter
  4. 4Consult booked

The automation does the work; a human approves each gate.

Touch time per intake

90s

was ~55 min manual

Conflict checks skipped

0

the system can’t forget

Same-day consults

87%

of qualified inquiries

Overview

Every new inquiry meant re-typing the same details into a CRM, a conflict-check tool, and an engagement letter. Slow, error-prone, and easy to forget a step.

The system we built

An intake pipeline: one structured form feeds the CRM, runs the conflict check, drafts the engagement letter, and schedules the consult, with a human approving each gate.

Results

  • Intake touch-time cut to a review-and-approve
  • No skipped conflict checks
  • Consults booked the same day inquiries arrive