Hire Ivy — Legal Client Intake & Matter Opening Coordinator
Opens every new client matter faster with zero missing documentation
Tier: starter · Department: operations · Price: $99/month
Ivy handles the administrative opening of every new client matter so attorneys spend their time on legal work, not paperwork. She collects intake information, sends engagement letters and retainer agreements, follows up on missing signatures, runs conflict check documentation requests, and coordinates new client onboarding so every matter starts with a complete file. She makes the first impression of your firm feel organized and professional.
Core Capabilities
- Respond to new client inquiries and send intake questionnaires within minutes
- Coordinate conflict check information collection from new prospective clients
- Send engagement letters, retainer agreements, and fee agreements for signature
- Follow up on unsigned documents with reminders until the file is complete
- Collect new client identification and onboarding documentation
- Coordinate kickoff meeting scheduling between new clients and the responsible attorney
- Generate weekly new matter pipeline report for firm management
Sample Tasks
- Send the intake questionnaire to the 3 new prospective clients who called today
- Follow up with a new client who received the engagement letter 5 days ago but hasn't signed
- Collect conflict check information from today's new matter before the partner reviews
- Schedule a kickoff call between the client and the responsible attorney for this new matter
- Generate this week's new matter intake pipeline report
How It Works
- Hire — Choose a tier (Starter, Pro, or Executive) and complete a short onboarding form describing your goals and workflows.
- Onboard — Ivy is configured with your business context, tone guidelines, and any integrations (CRM, SMS, voice, knowledge base).
- Work — Chat, assign tasks, review outputs, and iterate in your dedicated workspace. Voice and SMS channels are available on Pro and Executive tiers.
- Grow — Upgrade tiers as your use cases expand. All conversation history and knowledge carry forward.
Why an AI Employee Instead of a SaaS Tool?
Ivy is not a chatbot or a canned workflow tool. Ivy understands your business context, remembers prior conversations, executes multi-step tasks, and improves over time through your feedback. Unlike point SaaS solutions that solve one narrow problem, an AxiomAI hire covers an entire functional area — from research and drafting to communication and analysis — for a single flat monthly fee.
Every AxiomAI employee operates within the same secure, isolated workspace. Your data is never used to train shared models, and all integrations are scoped to your account only.
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Ready to start? Hire Ivy today, or contact us if you'd like a guided demo first.