The pattern, for legal
- Call type: Prospective-client intake
- Workflow outcome: Matter opened in case management
- Evidence artifact: Conflict-check record
- Approval requirement: Attorney clears the conflict before the matter opens
Verigence runs prospective-client intake calls, captures the matter details, and runs a conflict check before anything opens — with an attorney clearing the conflict and a signed record of the call.
Outcome focus
The pattern, for legal
Demo flow
Verigence is designed for firms that need responsiveness without losing control over conflicts, escalations, or auditability.
“I need to talk to someone about a dispute with my landlord.”
Intake — housing matter
1 · Greeting and disclosure
Caller told they're speaking with the firm's AI intake assistant.
2 · Multilingual transcript
Matter description captured in the caller's language.
3 · Extract matter details
Parties, matter type, jurisdiction, and dates — with confidence.
4 · Conflict check
Names run against the conflicts database; potential hits flagged.
5 · Attorney approval
An attorney clears the conflict before the matter opens.
6 · Signed evidence pack
Intake + conflict result, tamper-evident.
Open a new matter in Clio after the conflict check returns clear.
Approval and proof
The attorney clears the conflict before the matter opens. The decision and who made it are written into a signed, replayable conflict-check record.
How the trust model worksEvidence
Legal Evidence Pack
Prospective-client intake
e3b0c44298fc1c149afbf4c8996fb924·27ae41e4649b934ca495991b7852b855
Tamper-evident · replayable for audit
Connectors
Each integration declares its mode. Pilot in sandbox; promote to live, where writes require approval.
Clio
Synced · 4m ago
NetDocuments
Sandbox
RingCentral
Outbound only
Operator visibility
Use Verigence for intake, consultation scheduling, and conflict-aware qualification while keeping every call attached to an operator-ready evidence trail.
Legal design partners