Client intake
Connect an inquiry to the appropriate person, matter-intake process, and follow-up task.
Managed AI Operations / Industry context
Managed AI Operations for Law Firms
Client intake, document workflows, and controlled use of AI need clear ownership and human review.
Start with the work your team needs to improve.
Client intake, document workflows, and controlled use of AI need clear ownership and human review.
Knowledge & documents
Define approved information sources, access boundaries, and review of AI-assisted work.
Operating oversight
Track usage, vendor changes, workflow exceptions, and the people responsible for decisions.
Keep intake, matter access, and attorney review connected.
An inquiry should reach the right intake owner with a usable record of what was requested. Document assistance needs approved sources, matter boundaries, and a named reviewer before an output enters client work.
Firm leadership and qualified counsel determine professional obligations and acceptable use. An operating engagement does not certify legal compliance or replace attorney judgment.
- An intake coordinator owns incomplete or duplicate inquiries
- Matter access follows the firm’s approved permissions
- Attorneys review AI-assisted work before client use
- Source documents and review decisions remain traceable
- Failed handoffs reach a person with authority to resolve them
Illustrative Blueprint scope
Make an incomplete intake handoff visible.
For one approved intake path, map the form-to-case-management handoff and add a review queue for missing information or failed delivery. Agree which fields may be processed before connecting the systems.
What we would measure
Review the number of unassigned inquiries, missing-field exceptions, and unresolved handoffs against the starting baseline. This example excludes conflict decisions and legal advice.
This is an example to discuss, not a prepackaged commitment or a completed client case. The two-week Blueprint includes one agreed improvement based on your environment and approved access.
Choose the service layer that fits the responsibility.
01 / Understand & improve
Private betaElevated AI GatewayRouting · Budgets · Access · EvidenceOptional control layer. Start with your existing tools.Blueprint
Two weeks to map the environment, baseline cost, and implement one improvement.
$7,500 fixed02 / Operate & optimizeVirtual AI Ops
A named operator, a regular review cadence, and an owned improvement backlog.
Starting at $5,000/month03 / Add control when justifiedManaged Private AI
A tailored deployment when your requirements make private AI the right choice.
Optional · scoped implementationYour business assets and operating responsibilities.
You own your data, business-specific AI assets, and the work Elevated AI creates for you. Foundation models remain subject to their own licenses. Portability depends on those licenses and the agreed architecture.
The Blueprint’s fixed scope includes one implemented improvement. Further work is agreed based on the model, data, integration, security, hosting, and operating needs involved. The initial discussion should make those boundaries clear before access or implementation begins.
Quick answers
Can intake automation accept a client or clear a conflict?
Those decisions stay with the firm’s authorized staff. A scoped intake workflow can collect approved information and route it for review; acceptance and conflict clearance are separate human decisions.
What should we bring to the first discussion?
Bring a description of the intake or document workflow, the people who own it, and the systems involved. Use redacted examples initially; confidential matter material is shared only through an approved process after scope and access are agreed.
Do we need a private model or Gateway?
No. We evaluate provider APIs and your existing controls first. Private AI is optional; Elevated AI Gateway is private beta and is not required to begin.
What happens after implementation?
The agreed handover defines ownership, evaluation, and support. Virtual AI Ops can supply a named operator and continuing reviews, starting at $5,000/month.
Make the next step concrete
Put an operator behind your AI.
Start with a two-week Blueprint. Leave with an operating plan and one improvement already in place.