Client / matter record
Paste a raw intake – an email, a form dump, a forwarded note – and it comes back as the things you'd otherwise assemble by hand: a clean client record, an SOP-derived onboarding checklist with owners, a plain-English confirmation email, a KPI/tracker row, and the conflict, deadline and vendor reminders worth flagging.
Start with one of the three sample scenarios below (they run instantly), or edit the intake and run your own.
Intake in
–
You've edited the intake – this will run live through the model.
Shared in the message this demo came with.
Onboarding out
That doesn't read as an intake
SOP onboarding checklist
Drafted confirmation email
Intake / KPI tracker rowthe row appended to your sheet
Reminders & flags
How this runs in your stack
The same logic, as an n8n / Make workflow you'd deploy against your own inbox and systems. Illustrative of the shape – not a live integration.