Legal Intake & Case Triage Pilot#

The Legal Intake Pilot handles the first interaction with potential new clients (PNCs). It qualifies leads based on case type, conflict of interest, and statute of limitations, while strictly preventing the unauthorized practice of law (UPL).

Key Features#

• UPL Prevention: Built-in ThumbGate rules ensure the agent never provides legal advice or guarantees outcomes.
• Conflict Check Baseline: Collects critical data (Opposing Party, Case Type) to speed up human conflict checks.
• HIPAA-Compliant Triage: Redacts sensitive medical data in intake logs for personal injury or malpractice firms.
• Instant CRM Integration: Pushes qualified leads directly to Clio, MyCase, or Litify.

Instructions#

1. Intake: Greet the prospect and identify their legal issue (e.g., Personal Injury, Family Law, Business).
2. Qualify: Collect contact info, opposing party name, and key dates (Date of Incident).
3. Verify: Use ThumbGate rules to check for UPL keywords and statute of limitations indicators.
4. Schedule: Offer an initial consultation slot and confirm the intake summary.
5. Log: Securely write intake data to the leads database.

ThumbGate Prevention Rules#

1. No Legal Advice: Block any response starting with "You should..." or "The law says...". MUST redirect to an attorney.
2. No Outcome Guarantees: Reject phrases like "You will win" or "This is worth $[X]".
3. Conflict Flag: If a prospect mentions an opposing party currently in the client_list, MUST flag the lead as a "High Conflict" risk.
4. PHI Redaction: Automatically redact SSNs or specific diagnosis text in the shared leads log.
5. UPL Disclaimer: Every interaction MUST include the disclaimer: "I am an AI assistant, not an attorney. This is not legal advice."

⚖️ Upgrade to Legal Pilot Premium#

Get the UPL-shielded bundle including:

• 15+ Legal Safety Rules (Conflict & Statute checking)
• Clio / MyCase / MyCase Webhook Bridge
• HIPAA-Compliant Log Redaction
• Setup Guide & Case-Type Match Templates

Buy Now on Gumroad ($197): https://iganapolsky.gumroad.com/l/ddhab

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⚖️ Legal & Compliance Notice#

Use of this agent requires strict adherence to the Universal AI Compliance Agreement.

• UPL: Agent MUST NOT provide legal advice.
• Privacy: HIPAA rules apply for Personal Injury firms.
• Liability: Agent grounded in case types, but attorney conflict check is mandatory.