Legal & Professional Services
Structured client intake that runs 24/7 and never loses an after-hours enquiry.
Overview
The operational landscape in this sector, and how Nali builds for it.
Firms lose prospective clients in the after-hours gap between an enquiry and a callback, while lawyers spend billable time on document retrieval and matter-status admin.
We build 24/7 intake systems that run structured matter qualification, assess urgency, route to the right practice group, and book the consultation — backed by internal knowledge retrieval for precedents, templates, and process docs.
Challenges & Solutions
4 operational gaps we close in legal & professional services
After-hours enquiries lose to the firm that answers first.
Agent collects conflict-check information, summarises the matter, and books the consult before the next business day.
Conflict checks delay engagement by days.
Conflict screen runs at intake against the matter database and flags only the ambiguous results for a lawyer to review.
Engagement letters bottleneck on signature collection.
E-signature flow keyed to matter type sends, reminds, and files the executed engagement letter without a paralegal.
Matter billing is compiled from time entries logged days after the work and write-offs accumulate unnoticed.
Time capture prompts at activity level and flags unbilled time against the matter budget daily so the partner reviews variances in real time, not at bill run.
Building in this space? Let's talk.
Most engagements begin with a 45-minute discovery call — a direct conversation with a senior engineer who knows the sector.
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