CHINYCMIADALDETATLLAXBOSHOU

Your legal email intake,
automated.

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How It Works

Design your intake process. Dream qualifies and routes at scale.

01

Define your intake rules

Describe qualification criteria in plain English. Dream captures key case details, asks for missing information, and gives useful initial guidance from first contact.

02

Route every inquiry

Send qualified matters to your lawyers, route non-fit matters to referral providers, and send low-fit inquiries practical next steps while keeping a complete intake record.

03

Scale with quality

Dream runs intake and triage continuously, logs every decision, and keeps non-converting inquiries organized for later follow-up.

Structured Output

Convert legal intake into structured records.

Dream turns every inquiry into structured intake data so your team can qualify quickly, route accurately, and keep every inquiry available for follow-up.

EmailAttachmentsMatter TypeJurisdictionIncident DateQualifiedRouting Outcome
client.workplace@example.comInitial-Claim-Form.pdfWorkplace InjuryVIC2026-02-03YesRouted to Firm Lawyers
referral.mva@example.comMedical-Report.pdfMotor Vehicle AccidentNSW2026-02-01YesRouted to Referral Partner
client.liability@example.comPolice-Statement.pdfPublic LiabilityQLD2026-01-28NoMissing Required Fields
union.intake@example.comEmployment-Records.pdfWorkers CompensationWA2026-01-26YesRouted to Firm Lawyers
client.medical@example.comClinic-Notes.pdfMedical NegligenceSA—NoSelf-Help Guidance Sent

Full Visibility

Audit every action from inbox to output.

Every workflow execution is logged end-to-end. See exactly what Dream read, what it extracted, what decisions it made, and what it sent. Nothing is a black box.

Execution Log — CASE-0213

Read Email

From: client.workplace@example.com — Subject: New workplace injury inquiry

Read PDF

Initial-Claim-Form.pdf — 3 pages, extracting key fields...

Reasoning

Classified as Workplace Injury (VIC). Extracted incident date, employer, and injury type. Qualification threshold met. Routed to Employment Law queue. If non-fit, Dream routes to a referral path or guidance path and records the interaction for follow-up.

Extract Columns

Matter Type -> Workplace Injury, Jurisdiction -> VIC, Incident Date -> 2026-02-03

Upload to Dropbox

/LegalIntake/2026/February/Workplace-Injury-Case-0213.pdf

Send Email

Intake acknowledgment sent with personalized next-step guidance

AI Chat

Get answers across all your systems.

Ask intake questions in plain language. Dream answers from emails and documents, then helps your team qualify, route, and follow up in seconds.

Give me today's intake snapshot: how many inquiries came in, how many we can take, and where the biggest bottlenecks are.
Today we received 1,184 inquiries. 246 met intake criteria and were routed to practice teams, 711 were routed to guidance or referral paths, and 227 need follow-up. Biggest blockers are missing incident dates (96), missing medical records (74), and unclear jurisdiction details (41).
For Alex Nguyen's workplace injury matter, did we receive the signed authority form and employer incident report, and who owns the next action?
Yes. The signed authority form arrived at 9:14 AM and the employer incident report at 10:02 AM in the same email thread. The matter is intake-complete and assigned to Sarah Lim in Employment; next action is insurer confirmation by 3:00 PM.
Which high-priority matters are at risk of missing our 24-hour response SLA, and what follow-up should go out now?
12 high-priority matters are at risk of breaching SLA in the next 3 hours. I prepared follow-up drafts for missing authority forms (5), missing medical records (4), and missing identity documents (3), and queued an escalation summary to team leads.
Message Dream...

Stop reading emails. Start dreaming.

Qualify and route every inquiry with consistent quality, while keeping every inquiry tracked for follow-up.

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