AI Client Intake, Triage &.
Turn enquiries into matters: structured intake, conflict checks, triage and a first demand letter — faster, consistent, and safe on client data.
Narration by Daniel Hart · Watch the 1-minute overview below · Members watch in the dashboard
Turn enquiries into matters: structured intake, conflict checks, triage and a first demand letter — faster, consistent, and safe on client data.
Turn enquiries into matters: structured intake, conflict checks, triage and a first demand letter — faster, consistent, and safe on client data. It is narrated, practical and taught on real documents — no code, and nothing assumed.
The 1-minute overview. The full course plays in your dashboard.
Where drafts fall down is the foundations.
Not the drafting — the checking and the reasoning underneath it.
It quoted something that wasn't there
Confident summaries and invented citations. You found one — how many did you not find?
Manual re-reading doesn't scale
Ten documents, one deadline, one you. The check that worked on one matter breaks on three.
They can tell it's AI
Unlabelled inference and confident phrasing undermine the analysis — even when it is sound.
Client data can't leave the firm
Privileged material cannot be pasted into a public model. The check has to run inside your own account.
- An intake workflow · a conflict check · a demand-letter template
- For firms with high enquiry volume
- Plain English, no coding
- Handle intake is the leak with confidence
- Handle intake and conflicts with confidence
- Solicitors
- Practice managers
- Client-facing teams
4 modules, one calm step at a time.
Intake is the leak
AI Client Intake, Triage & Demand Letters
Intake and conflicts
Conflict and merit, before any work begins
The demand letter
A first demand letter from a controlled template
Putting it to work
Your intake kit
An intake, a conflict check and an engagement letter
Turn a first enquiry into a scoped matter, with the questions a lawyer must still ask flagged.
1. Intake is the leak 2. Intake and conflicts 3. The demand letter 4. Putting it to work
Built during the course and yours to keep — included with the course and with membership.
Buy this course, or join and get them all.
One-time · yours to keep
- 13 narrated slides · 4 min
- The templates and the worked example
- Lifetime access in your dashboard
Cancel anytime
- This course and every future course
- The full ebook and template library
- The full skills library — 24 installable skills
Daniel Hart
Daniel has drafted contracts, research memos and court submissions across dozens of matters. He built this course so that the documents every matter needs take an hour — not a week.
Solicitor & legal-AI trainer. Every idea is shown on one real, worked matter you can copy.
The honest answers.
Do I need any technical background?
No. Everything is plain English and every term is explained. If you can use a word processor and a chatbot, you can do this.
Which AI tools does this work with?
ChatGPT, Claude, Gemini and Copilot, or any tool that follows instructions. The method is the same across all of them.
How long does the course take?
4 min, across 4 short modules. You can stop and resume at any point.
What do I actually get?
Narrated video, the slides, the companion skill, and an intake, a conflict check and an engagement letter — all included with the course and with membership.
Is it kept current?
Yes. Last updated 2026-10-14, and the companion skill is refreshed as models and rules change.
Make your next draft defensible.
Apply it to your next matter this week — build the draft, verify every claim, and sign it.