Client Intake & Conflict Screening for Employment Law Attorneys with HRAcuity
The Problem
Every new Labor & Employment lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build in HRAcuity
AI runs the conflict check against Clio Manage, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running HRAcuity — uses the native API or agent integration so nothing leaves the system of record.
HRAcuity Integration Approach
Audit your HRAcuity configuration
We map the specific HRAcuity objects, custom fields, and workflows the automation needs to touch for your labor & employment practice.
Build on the HRAcuity API or agent
Integration happens inside HRAcuity — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in HRAcuity with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your HRAcuity instance
30-minute call. We'll look at your actual HRAcuity setup and show exactly how this workflow fits.