Law firm intake: capture the matter without inventing legal advice

Prompt and knowledge patterns we see work for after-hours legal intake—conflict questions included, advice excluded.

Intake ≠ counsel

AptaBook should collect practice area, urgency, opposing party when you need conflict checks, and a consult slot. It should not interpret statutes.

Put the guardrails in knowledge

Upload the same screening questions your intake team already uses. Add a plain sentence: the firm doesn’t give legal advice through chat or phone bots. Models follow vivid instructions better than vague brand adjectives.

After hours still counts

A 10 p.m. enquiry that books a consult is a win. A 10 p.m. enquiry that gets a hallucinated answer about “likely settlement value” is a malpractice conversation. Review transcripts in week one like you’d review a new paralegal.

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