Client Intake Agent
Summarises a new matter's documents, parties and outstanding points as it opens
Firm Governance
No credit card required
Project Halcyon: SPA warranties and disclosure
Buy-side warranty review, disclosure analysis and cited due-diligence grid.
- Client
- Halcyon Bidco Ltd
- Reference
- WC-2026-0412
- Practice area
- Corporate / M&A
- Jurisdiction
- England and Wales
- Responsible partner
- E. Vance
Chat, on this matter
Compare warranties with the disclosure letter.
Three high-priority exceptions require action: the unregistered charge, the change-of-control right and the tribunal claim.
- 25 Aug
Disclosure exceptions matrix
Chat
- 21 Aug
Disclosure exceptions matrix
Run · completed · 560 credits
- 18 Aug
Project Halcyon: Disclosure Letter
Document · indexed
- 16 Aug
Project Halcyon: Share Purchase Agreement
Document · indexed
- 4 Aug
Matter opened
Opened
You hand it
- Summarise a new instruction and its attached documents
- Flag contradictions between a term sheet and the supporting correspondence
- Produce an intake memo for a fee-earner picking up a new matter
You get back
A Work-Stream Memo summarising the matter, its parties, its status, and any contradictions found.
You can rely on it because
It runs inside the matter, reads only what is on the file, and records every step under How this was made.
From the watch to the register.
The Client Intake Agent reads the documents attached when a matter opens and summarises what the matter is, who the parties are, what has been agreed so far, what is outstanding, and the dates the firm is working to, flagging anything in the documents that contradicts anything else in them.
- 01
Open the matter
Reads the documents attached when a new matter opens.
- 02
Plan and screen
Planning Protocol maps what to summarise, PII Redaction screens personal data, and Conflict Check runs the parties against the firm's existing matters.
- 03
Summarise the file
Summarises what the matter is, who the parties are, what has been agreed so far, and the dates the firm is working to.
- 04
Flag contradictions
Flags anything in the documents that contradicts anything else in them.
- 05
Receive the intake memo
Receive a Work-Stream Memo summarising the matter, its parties, its status and any contradictions found.
A document with its working attached.
Senior Associate Employment Contract: English Law Review
Summary
- 1.
Clause 9(c), non-competeHigh
The 12-month prohibition on working for any law firm anywhere in the UK, Ireland or EU, in any capacity, is almost certainly wider than reasonably necessary and therefore unlikely to be enforceable.
Tillman v Egon Zehnder Ltd [2019] UKSC 32 - 2.
Clause 11, data and monitoringHigh
Blanket contractual consent is not an adequate basis for general employment processing, special-category data or unrestricted monitoring.
UK GDPR, Arts 6 and 9 - 3.
Clause 4, holiday carry-overHigh
The unconditional five-day cap conflicts with mandatory carry-over rights where sickness, statutory leave or employer failure prevents leave being taken.
Working Time Regulations 1998, regs 13 to 13A
Three tasks to start with.
The prompts the agent suggests inside the workspace. Paste your own document under any of them.
Summarise a new instruction
Summarise this new instruction and its attached documents: what the matter is, who the parties are, and what is outstanding:
Flag contradictions in the file
Flag anything in these attached documents that contradicts anything else in them, for example the term sheet against the supporting correspondence:
Produce an intake memo
Produce an intake memo for the fee earner picking up this matter, including the dates we are now working to:
Who it is for, and what it will not do yet.
Best for
- Fee earners picking up a new matter who need the file summarised fast.
- Firms wanting a conflict check run automatically as a matter opens.
- Anyone who needs contradictions between the term sheet and the correspondence flagged early.
Not yet
- It summarises and flags at intake: it does not yet make the conflict decision, which stays with the firm's risk and compliance team.
Under the hoodProtocols, gates, skills and sources, for the reader who wants them.
Protocols
- 01Planning ProtocolMaps out the plan before any work starts: which sources answer which part of the task, in what order.
- 02PII RedactionScreens the task for personal and client data and redacts it before dispatch, with an allow-list so the firm's own name is not stripped from its own memo.
- 03Conflict CheckRuns the matter's parties against the firm's existing matters and flags any conflict before the task proceeds.
Skills
- Legal Document Formatting
Connectors in the catalogue
Catalogue tiles, not live integrations today. Documents are uploaded to the matter.
- Microsoft 365
Sources it may cite
See it do real work.
- 01Open a matter and run the conflict checkEvery document, chat, agent run, credit, share link and audit row in the product hangs off a matter. Opening one properly takes a few minutes, and the conflict check is not a separate task, it runs when the matter is saved.
- 02Onboarding a new firm in thirty minutesA managing partner signs up, sets the firm's practice profile, prints the confidentiality and data statement the COLP will ask for, opens a matter with a conflict check, and runs a Contract Agent memo, all in one sitting without a card or a call.
- 03Triage inbound legal requests for an in-house teamA five-person legal team receives about thirty requests a week through email, chat and corridor conversations. Intake turns each one into a matter with the facts captured up front, so the first response is work rather than a request for information.