Project case study · Business & corporate legal operations
Preparing clearer matter intake without automating legal judgment
For a business and corporate legal practice, the virtual agent answered general questions and passed inquiries to staff. Separate staff-facing work connected entity documents, attorney conflict-review preparation and matter-stage reporting.
Delivered by Adaptiv Stratum using virtual agents and connected systems. Client name and identifying details are withheld.
- Industry
- Business & corporate legal operations
- Contribution
- General inquiry handoff and staff review preparation
- Scope
- Administrative attorney handoffs and matter-stage visibility
- Status
- Delivered workflow
The problem
The attorney needed context before deciding the next step.
A prospective inquiry needed to reach the practice with relevant company information and documents. The administrative work prepared that context for attorney review and the next professional step.
Adaptiv Stratum connected prospective-client intake, entity-document collection, preparation for conflict review and matter-stage reporting. The focus was continuity between the first inquiry and the attorney's next review.
The work and decision
Prepare the inquiry and document handoff for attorney review.
Adaptiv Stratum connected general inquiry handoff with the staff workflow for collecting company documents, preparing attorney conflict review and following matter stages. The virtual agent answered general questions and passed inquiries to practice staff. Staff associated the collected documents with the relevant request and prepared the context for attorney review.
Staff prepared relevant intake context for attorney conflict review without treating a matching name as a final conclusion.
Staff-facing matter-stage and turnaround reporting supplied an administrative view of the work. The reporting described movement through the workflow rather than predicting the substantive legal result.
Responsibility. The virtual agent handled general questions and inquiry handoff. Practice staff coordinated client-specific information and documents. Attorneys evaluated conflicts, legal questions and the appropriate professional response. Intake did not accept a matter, provide legal advice or declare a conflict cleared.
Delivered administrative workflow
Follow the general inquiry into staff preparation and attorney review.
Answer general questions
Provide general practice information and pass inquiries to staff.
Staff connect entity documents
Practice staff associate collected company documents with the request they concern.
Staff prepare attorney review
Practice staff bring relevant context into conflict-review preparation; attorneys retain clearance and the professional response.
Document receipt and review preparation were not matter acceptance.
Receiving information did not determine its legal significance or establish that the collection was sufficient. An inquiry, a received document, a prepared conflict check and an attorney's decision remained distinct.
The result
The practice could follow administrative preparation more clearly.
General inquiries had a defined route to practice staff. Staff prepared entity documents and matter context for attorney review. Matter-stage reporting supported operating review; a stage or time measure did not certify legal completion or quality, promise a response deadline or establish a successful client outcome.
The account describes that delivered capability without exposing client documents or confidential matter details. It does not certify privilege, confidentiality or legal compliance.