Intake Desk
Harbor & Pine Family Law
(fictional firm)
· CallRail → Lawmatics → Clio-style flow
Sample data · fictional
Inbound call
CallRail-style webhook
(555) 014-2290
· Google Ads: "custody lawyer"
Tue 20 Oct · 10:42 AM · 6m 18s · recorded
Summarise call
Transcript (made-up caller)
Intake record
Lawmatics-style
AI summary
check before relying on it
Send to attorney for review
Attorney sign-off
Human step
Review queue · Attorney M. Reyes (sample)
Waiting for an intake to review.
Approve & draft engagement letter
Request changes
Matter 2026-0412
· Custody modification · created in Clio-style practice mgmt
Open
Draft
Engagement letter (draft)
Sample data only. Caller, firm and attorney are fictional. Not legal advice. Attorney approval required before anything is sent.
