Intake that understands corporate conflicts.
Most AI intake tools were built for personal injury and consumer practices. Business law calls are different: more parties, more affiliates, more confidentiality, and clients who come back for years.
Why business law intake is harder
A single new matter can touch a company, its owners, a parent, three subsidiaries, a lender, and a counterparty with its own counsel. Missing one name in the conflict check is a real risk. Taking too many facts before the check clears is another.
Retainr captures the whole picture first, then the matter, in that order.
Conflict data we capture
- Company legal name, DBAs and trade names
- Entity type and state of formation
- Owners of 25% or more, officers and directors
- Parent, subsidiaries, sister companies, investors
- Opposing parties and counterparties (buyer, seller, lender, landlord, employee)
- Their counsel, if known, and the referral source
Matters we're scripted for
Your firm decides which you accept and who each goes to.
Deadlines escalate
"We were served Tuesday" or "we sign Friday" goes straight to a person, not a callback queue.
Confidentiality first
Callers are asked not to share confidential details until conflicts clear. Full facts are for the attorney.
Existing clients included
Business firms field lots of existing-client calls. Routing and messages are part of every plan.
What intake costs you today
An illustration, not a promise. Plug in your own numbers on a demo call.
Example inputs
- Attorney rate: $450/hr
- New-client calls handled by attorneys: 10/week
- Time per call incl. conflict check and notes: 30 min
Result
about 21.7 attorney hours a month
At $450/hr that's about $9,750 of attorney time a month spent on intake (10 × 4.33 × 30 min). That's billable capacity, not guaranteed revenue: it becomes revenue only if the hours get billed.
Hear it for yourself.
Call the demo line and try to stump it: ask for a person, mention a deadline, name five parties to a deal. Or book a 20-minute walkthrough.