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First Contact
Intake begins the record
Reception or intake staff can capture the basic information that later becomes part of the firm’s structured client profile.
ADAPT WORKFLOW
From first contact to final document review.A connected legal workflow designed to keep every matter moving.
ADAPT is structured to guide law-firm work from initial intake through client profile creation, matter routing, assistant design notes, document trail events, attorney review, and AI-assisted document preparation.
01IntakeCapture client facts, urgency,
source, goals, and legal issue summary.
02Client HubCreate one operating profile for
matters, notes, documents, and activity.
03Matter RoutingAssign matter type, status,
attorney, and workflow ownership.
04Design NotesCollect attorney instructions,
assistant notes, and document preferences.
05Document TrailTrack draft, review,
revision, signature, filing, and completion events.
AIAI PreparationOrganize facts and prepare
draft-ready structure for attorney review.
The ADAPT workflow is designed around legal handoffs.
Law-firm work often breaks down between intake, assistants, attorneys, drafting teams, and document review. ADAPT is being built to make those handoffs visible, structured, and easier to manage.
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Routing
Matters organize the work
Each client can have one or more matters, with status, attorney assignment, matter type, and document workflow tied together.
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Preparation
AI supports the workflow
The AI layer will help extract and organize information, but attorney control remains the final authority at every stage.
Workflow stages
Each stage is designed to feed the next one, reducing duplicated work and improving consistency.
1
Potential client / intake record
Capture contact details, issue summary, urgency level, intake source, and initial consultation readiness.
2
Client profile activation
Turn intake information into a structured client profile that becomes the operational center of the file.
3
Matter creation and routing
Open the appropriate matter, assign ownership, connect the attorney, and establish workflow status.
4
Assistant design notes
Collect consultation notes, client preferences, attorney instructions, and document-specific drafting direction.
5
Document trail
Track drafting, revision, review, signature, finalization, filing, and completion events in one timeline.
6
Attorney review and AI-assisted preparation
Use structured data and future approved knowledge retrieval to prepare document-ready information under attorney supervision.
WORKFLOW NAVIGATOR
The ADAPT mascot helps visualize the movement of information.
On the workflow page, the mascot represents the system guiding client data through intake, matters, attorney notes, document trails, and AI preparation. The goal is to make a complex legal process feel clear, modern, and controlled.
Workflow path locked.Every intake detail, note,
document event, and attorney action can become part of a connected client
history.
Why workflow matters
The system’s value increases as each step becomes connected to the larger legal record.
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Clarity
Know where the file stands
Workflow stages help staff and attorneys quickly understand what has happened and what needs to happen next.
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Continuity
Reduce disconnected handoffs
Information captured by intake and assistants can remain connected to attorney review and document preparation.
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Knowledge
Prepare for future AI retrieval
Structured workflow history creates a cleaner foundation for AI-assisted clause retrieval and document assembly.
NEXT STEP
See how the AI layer will support the workflow.
The workflow page explains movement. The AI Engine page will explain how ADAPT can eventually extract facts, retrieve approved knowledge, structure drafting instructions, and support attorney-reviewed document preparation.