New matter intake review
Needs review · Next 4 hours
OwnerParalegal reviewer
Prepared for Janice Rustin · FASD 2026
A calmer operating day for Lewis Longman & Walker, P.A.
Lewis Longman & Walker, P.A. florida law firm known for local-government, environmental, water and land-use law — frequent special-district counsel. This prototype shows how a focused operating queue could help Janice Rustin's organization coordinate routine work with clearer ownership and human review.
Designed around service to attorneys, paralegals, district clients, and boards.
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01
Standardize matter intake without losing legal judgmentDesigned for attorneys, paralegals, district clients, and boards.
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02
Extract deadlines for attorney confirmationSuggested first pilot for Lewis Longman & Walker, P.A..
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03
Run public-meeting compliance checklists consistentlyDesigned for attorneys, paralegals, district clients, and boards.
Today’s operating queue
Every request has a next step
Deadline confirmation needed
Ready to assign · By tomorrow
OwnerResponsible attorney
Agenda compliance checklist
In progress · This week
OwnerClient liaison
Client follow-up draft
Awaiting approval · Today
OwnerIntake coordinator
Workflow studio
See the handoffs before automating them
Choose a routine workflow, then advance the fictional demonstration through intake, human review, and a prepared output.
Interactive fictional example
Matter intake
- Capture client, issue, documents, and requested timing for Lewis Longman & Walker, P.A.Uses approved or fictional inputs
- Check conflicts and missing facts for attorney reviewRequires named human review
- Create a complete intake summaryUses approved or fictional inputs
Demo 1 uses fictional operational data and requires Paralegal reviewer approval.
Interactive fictional example
Deadline extraction
- Receive an approved source document for Lewis Longman & Walker, P.A.Uses approved or fictional inputs
- Identify candidate dates and governing clausesRequires named human review
- Return a confirmation queue for counselUses approved or fictional inputs
Demo 2 uses fictional operational data and requires Responsible attorney approval.
Interactive fictional example
Public-meeting compliance checklist
- Select meeting and action type for Lewis Longman & Walker, P.A.Uses approved or fictional inputs
- Apply approved notice, records, and voting checksRequires named human review
- Produce a counsel-reviewed checklistUses approved or fictional inputs
Demo 3 uses fictional operational data and requires Client liaison approval.
Efficiency case
Small changes, measurable operations
Illustrative targets—not promises—to test against a real baseline.
Illustrative staff time returned
Estimate to validate during a pilot
Handoffs made visible
Owners and review gates shown in one queue
Target work visibility
Illustrative share of routine work with a current status
90-day pilot
Start narrow. Keep people accountable.
A low-risk path from process mapping to an evidence-based decision.
- 1
Days 1–30
Map and baseline
One repeatable matter type - 2
Days 31–60
Run with human review
Add attorney-confirmed deadline extraction - 3
Days 61–90
Measure and decide
Measure intake completeness and deadline rework