Legal
Organised client intake — never legal advice.
Law firms receive new enquiries, documents and meeting notes that need careful handling. UFRONT collects information, routes it to the right person and turns notes into approved tasks. Legal assessment stays with your lawyers.
How the workflow runs
An example flow. Every step is adapted to your process and rules.
- Communication Front
Intake
A new enquiry is recorded with contact details and a short description of the matter.
- Communication Front
Routing
The enquiry is routed to the right lawyer or team according to your rules.
- Sales Front
Consultation booking
A consultation is booked against the connected calendar.
- Document Front
Documents
Agreed fields from text PDF or DOCX documents are extracted and reviewed by your staff.
- Meetings Front
Meeting follow-up
Consultation notes become a reviewed summary and approved tasks with owners and due dates.
- Command Front
Overview
Partners see new enquiries, open tasks and pending approvals.
Good to know
- UFRONT never gives legal advice and does not confirm that a document is legally valid.
- People review extracted data before it is used.
Does this look like your process?
Tell us how the work moves in your business today. We will discuss where a first step would help most.