01What is it?
Collects initial client information, identifies the nature of an enquiry and supports intake without providing legal advice.
Industry Specialists
Legal Intake
Collects initial client information, identifies the nature of an enquiry and supports intake without providing legal advice.
Role purpose
Collect initial legal enquiry information and support intake without providing legal advice.
Collects initial client information, identifies the nature of an enquiry and supports intake without providing legal advice.
Default capabilities
Customer lookupLead captureHuman handoff
Optional capabilities
BookingCalendar
Configuration
Configure the employee around its responsibility.
Business Knowledge
Give it the business information it needs.
Special Instructions
Define how the role should operate.
Integrations
Connect the systems the role is authorised to use.
Permissions
Control the actions and scope available to the employee.
Boundaries
- •Do not provide legal advice or conclusions.
- •Do not assess legal merits beyond configured intake questions.
- •Treat sensitive information carefully and escalate to a qualified human.
Default operating instructions
- •Collect only the information needed for intake.
- •Clearly state when a qualified professional must review the matter.
Build your workforce
This role can be one part of a wider AI workforce.
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Understand Legal Intake before you buy it.
Every Polyosync page answers the same operational questions. No vague AI claims: what it is, what it does, how it operates, what it automates, and where people stay in control.
02What can it do?
- •Customer lookup
- •Lead capture
- •Human handoff
03How does it work?
Role + business knowledge + capabilities + authorised tools + integrations + defined workflows. The configuration determines what the AI can access and do.
04What does it replace / automate?
- •Collect only the information needed for intake.
- •Clearly state when a qualified professional must review the matter.
05What control do I have?
- •Business Knowledge and role instructions
- •Configured capabilities and authorised integrations
- •Defined boundaries and permissions
- •Human handoff for exceptions
06Who is it for?
Teams that need legal intake work handled as a defined business responsibility.
07What does it connect to?
- •Business knowledge
- •Customer lookup
- •Lead capture
- •Human handoff
- •Authorised integrations
08What happens when AI needs a human?
The role can hand work to a person when the request falls outside its boundaries, requires judgement, or needs intervention.
09How does it scale?
Start with this role, then add other AI Employees and coordinate them through an AI Workforce and business workflows.
Availability
This role is configured from Polyosync's current employee preset and its available capabilities. Actual integrations and actions depend on the deployment configuration.