Phantom WorkflowBook an audit Calls, forms, and referrals arrive while your team is handling client work. Phantom connects acknowledgments, intake checklists, and consultation preparation so staff spend less time chasing missing details.
Make intake follow-up consistent while your firm retains matter acceptance, conflicts review, and legal judgment.
See the workflowsAI agents, workflow automation, and integrations for legal services.
A consultation inquiryRequest Automation Human handoffBring one recurring task and the tools you use. We’ll identify what to assess first.
One possible starting point. We scope the connections and rules with your team.
“I’d like to speak with someone about a business matter.”
Assemble the supplied details and identify missing items for staff follow-up.
Interactive example · Select a stage to explore. Illustrative information, not a live system or client result.
Start with the task that keeps coming back. These examples show where a focused workflow could help.
A call or web inquiry arrives while the team is in a meeting, at court, or helping another client, and the callback can slip through the cracks.
Create a prompt acknowledgment with a clear callback path, then place the inquiry in a staff-owned follow-up queue with its source and contact details.
Staff repeatedly contact prospective clients to fill in basic details that were missing from an initial form or conversation.
Use a firm-approved checklist to request missing administrative details and return the completed intake to a person for review.
Before a scheduled consultation, notes and submitted materials may be scattered across messages, forms, and handoffs.
Assemble the information already provided into a review packet and assign preparation tasks to the appropriate staff member or attorney.
Clients ask for basic process updates, while staff must balance those requests against time-sensitive legal work.
Draft or send firm-approved administrative updates about next steps and outstanding items, with questions about legal strategy or advice routed to the responsible professional.
Your team decides whether to accept an inquiry, conducts any conflict review, determines whether representation begins, and gives all legal advice. Workflow messages can acknowledge receipt and explain administrative next steps; they do not clear conflicts, evaluate legal claims, or create an attorney-client relationship.
We check supported integrations and account access, agree on a first build, and test ordinary requests and exceptions before launch. Maintenance and monitoring are defined in the scope.
Map your first workflowPractical questions about automation for legal services.
No. It can collect and organize information using criteria your firm supplies, but a person at the firm decides whether to proceed and what review is required.
It should not represent an automated process as conflict clearance. Your firm remains responsible for its conflict procedures and the review performed by authorized people.
An acknowledgment should clearly state that the inquiry was received and explain any next step or limitation approved by the firm. It should not suggest that representation has begun.
The workflow can route the question to the responsible attorney or staff member. Legal analysis and advice stay with the firm's legal professionals.
Start with one recurring intake handoff. Map what the firm needs to collect, who reviews it, and how the person who contacted you will hear about the next administrative step.
Book my workflow audit30 minutes · Your tools · A practical next step