How does the intake bot handle conflict checks?

The bot collects party names and matter details during intake, then runs an automated conflict check against your existing client and matter database. Potential conflicts are flagged for attorney review before the consultation is booked, protecting you from representation risks.

Can you integrate with Clio, MyCase, or PracticePanther?

Yes. We integrate with Clio, MyCase, PracticePanther, Smokeball, and most legal practice management platforms via API. Intake data, matters, contacts, and deadlines sync automatically so your practice management system stays current without duplicate data entry.

How are court deadlines tracked and reminded?

Filing deadlines are entered into synchronized litigation calendars with automated reminder sequences — 30 days, 7 days, and 1 day before each deadline. Reminders go to the responsible attorney and paralegal, with client pings for pending evidence or discovery responses.

Is client data secure in the document collection portal?

Yes. Document collection uses encrypted transmission, scoped access, and matter-level organization. Clients submit through secure links, and files are stored in access-controlled folders. We follow legal industry best practices for confidentiality and can align with your firm's security policies.

Legal & Professional Services

Legal & Professional Services Automation

Law firms and legal consultancies waste billable hours chasing conflict checks, retainer agreements, and client onboarding documents. Wootomatic deploys automated legal intake workflows, secure e-signature relays, and deadline reminders that keep caseloads moving smoothly — so attorneys bill more hours and miss fewer deadlines.

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Typical Bottlenecks

What we eliminate

Slow, manual client conflict checks and intake questionnaires delay onboarding
Delayed retainer agreements and payment collection stall matter starts
Scattered matter correspondence across personal inboxes creates risk
Risk of missed statutory deadlines and filing windows
Manual document collection from clients drags out discovery
Inconsistent client updates erode satisfaction during long cases

Faster client onboarding

100%

Retainer compliance

Missed deadlines

24/7

Matter intake

The Problem

Challenges We Solve

The operational bottlenecks that drain legal services businesses — and the automation that eliminates them.

Slow Onboarding

Conflict checks and intake paperwork delay matter starts and frustrate clients.

AI intake bot with automated conflict checks and calendar booking gets matters started faster.

Retainer Delays

Unsigned retainers and missing deposits stall matter work and revenue.

Automated fee agreement generation with e-signature relay and instant deposit processing.

Deadline Risk

Missed statutory deadlines create malpractice exposure and case losses.

Synchronized litigation calendars with automated reminders for filings and discovery.

What's Included

Core Solutions

24/7 Client Intake & Screening Bot

An intelligent legal intake bot gathers case details, runs initial conflict checks, and books initial consultations directly into attorney calendars with matter type and urgency flagged.

Automated Retainer & E-Sign Relay

Generates fee agreements automatically via Wootomatic CRM and triggers DocuSign workflows with instant deposit processing — so matters start without administrative delay.

Court Deadline & Matter Sync

Synchronizes filing deadlines across litigation calendars and automatically pings clients for pending evidence or discovery items, eliminating missed deadlines.

Document Collection Portals

Secure, checklist-based document request workflows track client submissions, send reminders for missing items, and organize files by matter automatically.

How We Build