AI Legal Intake Built for Law Firms
TCPA, ABA & Bar Compliant
Automate client intake, conflict checks, and retainer capture with an AI platform purpose-built for law firms. Powered by the APEX Engine™ and POWER Framework™ from Treja Management LLC — full TCPA compliance, ABA Model Rule adherence, and live CRM sync so your intake team handles relationships — not data entry.
Personal injury firms, family law practices, and mass tort intake teams lose qualified leads every day to slow callback times, incomplete conflict checks, and inconsistent consent documentation. Treja Management LLC built its AI Legal Intake platform to close that gap: every prospective client is greeted within seconds, guided through a structured interview that captures the facts your attorneys actually need, and screened against your firm's current and former client roster before a human ever picks up the phone. The result is a faster, more defensible, and far less labor-intensive front door for your practice.
Unlike generic chatbot vendors, our platform was engineered specifically around the regulatory realities that govern how law firms may contact, question, and retain prospective clients. TCPA prior express written consent is captured and time-stamped automatically. ABA Model Rules on competence, communication, fees, confidentiality, and conflicts are enforced as workflow gates, not optional settings. That means your managing partners get a system they can defend to a malpractice carrier, a state bar investigator, or opposing counsel — not just a faster intake form. Firms expanding into new markets often pair this intake platform with a dedicated SEO Rockford IL campaign to keep qualified leads flowing into that same compliant funnel. Enterprise law firms scaling into the Naperville market frequently pair this same intake platform with a dedicated Naperville SEO strategy to keep that regional pipeline full. Firms serving the Quad Cities area round out that regional coverage with a dedicated Moline IL SEO services engagement.
- Personal injury, mass tort, family law, immigration, and criminal defense intake templates ready out of the box
- Bilingual intake support so no qualified caller is lost to a language barrier
- Every consent, conflict check, and engagement event logged to an immutable audit trail
- Direct sync to Clio, Litify, MyCase, PracticePanther, Salesforce Legal, and custom LFMS platforms
Dark-Mode UI: Live Legal Intake Platform Telemetry
Real-time visibility into every intake session, conflict check, and CRM sync event — so your intake team and managing partners always know what's in the pipeline.
All intake records retained per state bar requirements (5–10 years)
TCPA prior express written consent captured and time-stamped
ABA Model Rule 1.6 confidentiality enforced at every data layer
Why Managing Partners Watch This Dashboard
Firm leadership doesn't need to log into the CRM to know how the pipeline is performing. The telemetry view above surfaces the three numbers that matter most on any given day: how many prospective clients are actively engaged with the intake system right now, how quickly the AI conflict engine is clearing new matters, and whether signed retainers are landing in the CRM without manual intervention. Because every metric updates in real time, an intake coordinator can spot a stalled session or a flagged conflict and act on it within minutes rather than discovering it during a weekly report.
What Each Panel Tracks
The Intake Session Monitor reports live conversation volume and completion speed so your team can staff appropriately during peak inquiry hours. The AI NLP Conflict Engine panel shows how many prospective-client conflict checks have run against your existing client base and how many were flagged for attorney review. The CRM Sync panel confirms that signed retainers and updated matter records are actually reaching Clio, Litify, or whichever practice management system your firm relies on — with zero failed syncs being the standard we hold the platform to. Firms tracking pipeline growth alongside this dashboard frequently run a parallel SEO Rockford IL program to keep new intake volume trending upward. Firms with offices near the western suburbs often extend that same approach with a Naperville SEO campaign to capture demand in that market too. Firms with a Quad Cities presence round out that regional strategy with Moline IL SEO services.
6-Step TCPA & ABA-Compliant Legal Intake Workflow
Every step references a specific TCPA provision or ABA Model Rule — creating a defensible compliance record from first contact to signed retainer and matter open.
01TCPA-Compliant Lead Capture
Web form and SMS intake channels capture explicit prior express written consent per TCPA §227. Consent language, timestamp, IP address, and opt-in source are immutably logged.
02AI-Guided Case Intake Interview
Conversational AI conducts a structured intake interview — practice area classification, incident date, jurisdiction, opposing parties, and damages — with dynamic follow-up questions.
03Automated Conflict of Interest Check
Instant cross-reference of prospective client against all current and former client databases. Multi-matter and imputed conflict detection per ABA Model Rules 1.7 and 1.9.
04Case Qualification & Routing
AI scores case merit, calculates estimated case value range, and routes to the appropriate practice group or individual attorney based on specialty, capacity, and jurisdiction.
05E-Sign Engagement & Retainer
Auto-generated engagement letters and fee agreements sent via DocuSign or native e-sign with attorney-specific customization. Signed retainers trigger CRM record creation and billing setup.
06Live CRM Sync & Matter Opening
Completed intake data pushed to Clio, Litify, Salesforce, or any LFMS. Matter auto-opened with all intake data, statute of limitations calculated, and first task queue populated for the assigned attorney.
Complete Legal Compliance Audit Trail
Every workflow step generates time-stamped, immutable records of TCPA consent, conflict checks, and engagement terms — defensible in court and available for bar complaint response within 24 hours.
Why a Documented Workflow Matters
Most law firm intake failures aren't dramatic — they're a missed follow-up call, an undocumented consent, or a conflict check that never happened because a paralegal was buried in other work. Codifying intake into six discrete, auditable steps removes that risk. Each stage produces a record that stands on its own: a consent log with an IP address and timestamp, a conflict search result showing exactly which databases were checked, and a signed engagement letter with the fee terms the client actually agreed to.
Built for Audits, Not Just Automation
Bar associations and malpractice carriers increasingly expect firms to show how intake decisions were made, not just that they were made correctly. Because our workflow ties each step to a specific TCPA provision or ABA Model Rule, your compliance officer can produce a complete record for any single matter in minutes — whether that's for an internal review, a bar inquiry, or a carrier's annual questionnaire. Many of the firms using this workflow also invest in SEO Rockford IL services to keep the top of that intake funnel full. Firms with growth targets in the Chicago suburbs also lean on a companion Naperville SEO engagement to broaden their reach. Firms extending intake into the Quad Cities area similarly rely on Moline IL SEO services to keep that regional pipeline full.
Real-Time Legal CRM & Matter Management Sync
From signed consent to open matter in under 60 seconds — intake data flows instantly to every connected LFMS and CRM with zero manual entry.
Connected Legal Software
Live Sync Event Log
Automated Conflict Check — 14 Databases
Every intake triggers an instant conflict check across current clients, former clients, adverse parties, and related matters — with full ABA 1.7 / 1.9 cross-reference.
Need a custom LFMS integration?
Treja Management LLC integrates with any REST-API-enabled legal software. Custom builds in 2–3 weeks. Contact us at [email protected] or call +1 (888) 803-3230. Looking to grow the matters flowing into this sync layer? Our SEO Rockford IL program is built for exactly that, our Naperville SEO services extend that same growth strategy into the western suburbs, and our Moline IL SEO services extend it into the Quad Cities.
Bar-Ready Legal Compliance Certifications
Every certification independently audited. Full documentation package available for your firm's technology committee review, partnership approval, and malpractice carrier questionnaires.
TCPA Compliant
Telephone Consumer Protection Act
Full TCPA compliance for all SMS and phone-based intake channels. Prior express written consent captured, timestamped, and retained per FCC regulations.
ABA Model Rules Compliant
American Bar Association Rules of Professional Conduct
Platform design reviewed by legal ethics counsel. Enforces Model Rules 1.1 (Competence), 1.4 (Communication), 1.5 (Fees), 1.6 (Confidentiality), 1.7 & 1.9 (Conflicts).
SOC 2 Type II
Security, Availability & Confidentiality
Independently audited SOC 2 Type II covering security controls, data availability, processing integrity, and confidentiality for all client data.
Attorney-Client Privilege Protected
End-to-End Privileged Communication Architecture
All intake communications are architected to preserve attorney-client privilege. Privileged data flagged, isolated, and accessible only to authorized counsel.
State Bar Compliant
50-State & Multi-Jurisdiction Support
Rules of professional conduct vary by state. Our platform is reviewed for all 50 state bars and auto-adjusts fee agreement language, consent forms, and conflict check scope by jurisdiction.
ISO 27001
Information Security Management
ISO 27001 certified ISMS covering risk assessment, access controls, incident response, and business continuity — protecting client confidential information at the infrastructure level.
Built-In Legal Trust Signals
Need our full legal compliance documentation for your firm's technology committee? Firms also pair this compliance foundation with an SEO Rockford IL strategy to grow qualified intake volume, and firms in the western suburbs pair it with Naperville SEO to reach clients closer to home, and firms with Quad Cities operations round it out with Moline IL SEO services.
Ready to Transform Your Law Firm's
Client Intake Pipeline?
Join 1,200+ law firms that have increased retained clients by 42%, reduced intake overhead by 68%, and eliminated TCPA exposure with Treja Management LLC's AI Legal Intake platform — powered by the APEX Engine™ and POWER Framework™.
Talk to a Legal Tech Specialist
15-minute call with a legal intake specialist to map our platform to your practice areas.
Free TCPA Risk Audit
We'll review your current intake workflow and identify TCPA exposure in your SMS and phone outreach.
Launch 30-Day Pilot
Deploy AI intake for one practice group — full conflict check, retainer, and CRM features. No commitment.
Ready to fill this pipeline with more qualified leads? Explore our SEO Rockford IL services alongside your AI intake rollout, or grow into the western suburbs with our Naperville SEO services, or reach the Quad Cities with our Moline IL SEO services.
Treja Management LLC • treja.site • [email protected] • +1 (888) 803-3230
114 E Everett St Ste 118, Dixon, IL 61021, US