TrustAIIntake — open a matter

Intake · one sitting

Capture the matter once. Get the door work back instantly.

Parties, facts, and open questions go in. Out come the conflicts roster, an honest readiness picture — what's documented, what's missing — and, when you're ready, a sealed case file the analysis engine runs. Facts without a document are held as unverified, never inflated; legal questions are held for your judgment, never answered for you.

Organizational readiness only — not legal advice and not an evaluation of merit.

The matter

This becomes the frame every later work product opens with. The system never invents one.

Parties — everyone named, every entity, every professional

The conflicts roster is built from this list. Include accountants, prior counsel, and related entities.

Facts — what happened, and the document that shows it

A fact with a document enters the record cited to it. A fact without one is held as unverified until a document upgrades it — state it anyway.

Open legal questions — held for counsel, never answered by the system