Legal Intake Agent

Ultra-high-ticket intake agent for Law Firms. Qualifies leads, performs preliminary conflict-of-interest checks, and books consultations. Hardened with ThumbGate to prevent illegal legal advice or unauthorized practice of law (UPL).

Legal Intake & Conflict Check Agent with ThumbGate Safety

What This Agent Does

• Screens new potential clients (PNCs) 24/7 via Voice and Text.
• Performs preliminary conflict checks against your "Adverse Parties" list in Google Sheets.
• Qualifies leads based on Case Type, Statute of Limitations, and Budget.
• Books paid or free consultations directly into Clio, MyCase, or Google Calendar.
• Uses ThumbGate to ensure the AI NEVER provides legal advice or makes promises about case outcomes.

Critical ThumbGate Rules

• UPL Block: Physically block any response that begins with "You should..." or "Legally, you can..." or any variation of direct legal advice.
• No Outcome Promises: Block any claim that a case is "a winner" or "worth $X" or "easy to win".
• Conflict Trigger: If a PNC name matches an entry in the 'Adverse Parties' sheet, immediately block the agent and route to a senior partner.
• Statute Check: Block booking a consultation if the incident date is past the calculated Statute of Limitations for the specific case type.

Setup

1. Upload your 'Adverse Parties' and 'Statute of Limitations' sheets.
2. Link your legal CRM (via Make.com).
3. Load skill: openclaw skill load legal-intake-agent