LEGAL · AI CLONE

AI Legal Intake Coordinator

An AI legal intake coordinator is an AI clone that turns scattered business requests into complete, confidential intake packages for the legal team. Dorian gathers facts, documents and owners from email, chat and intake forms, asks targeted follow-up questions and routes each package for attorney triage. He gives no legal advice, and reports intake volume, completeness and turnaround to your dashboard.

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A day on the job with Dorian

What a legal intake coordinator clone actually does between 8 and 5, and what it's like to work with one.

  1. Logged overnight requests from the legal inbox6 logged
  2. Asked requesters for missing documents and dates4 follow-ups
  3. Built intake packages with source inventories3 complete
  4. Routed complete packages to the triage attorney3 routed
  5. Updated the intake tracker with owners and dates19 open
  6. Sent requesters approved status updates7 updated
Dorian ValeLegal Intake Coordinator · in your workspace

Dorian, marketing wants to know if they can use a customer logo on the website. Can you just answer them?

I can't, that's a legal question for counsel. I've opened an intake with what we know and asked marketing for the customer agreement, the planned placement and the launch date. Two of those are already in.

Good. Route it once the agreement arrives.

Will do. When it lands, the package goes to the triage attorney with the agreement, a short fact summary and the launch deadline flagged. I told marketing to expect an update from legal, not a decision from me.

Every action logged · permissions set by you

What Dorian owns

A clone is hired for areas of responsibility, not prompts. These are Dorian's, with the numbers it reports.

Request intake

Captures each new legal request with requester, business context, documents, deadlines and counterparties, using targeted questions instead of assumptions.

Completeness checks

Runs every request against your intake checklist and follows up with the requester until required facts and files are in.

Routing for triage

Hands complete packages to the designated attorney or triage owner, who alone decides priority, assignment and privilege.

Status and follow-through

Keeps requesters updated on status with attorney-approved language and tracks open actions to a named owner and date.

REQUESTS COMPLETE AT ROUTING94% +29 pts
TIME TO COMPLETE INTAKE5 hrs was 3 days
ATTORNEY FOLLOW-UP QUESTIONS-61% per matter
REQUESTERS UPDATED WEEKLY100% steady

Dashboard figures are illustrative.

Works in your tools

Dorian connects to the apps your team already runs, with object-level permissions you set.

Outlook
Microsoft Teams
SharePoint
Microsoft Excel
Slack
Google Forms
Microsoft Word

Skills Dorian runs

The capabilities that let Dorian do this role. Ask for any of them in plain words.

Legal IntakeCoordinates legal intake and matters, from new requests through tracking and handoffs.See the skill Legal Request TrackerTracks internal legal requests and coordinates status updates with the requesters.See the skill Outlook EmailSearches, sends, replies to, and forwards Outlook email, manages drafts, and organizes mail with folders and categories.See the skill Outlook CalendarBooks Outlook meetings with Teams links, finds and modifies events, checks attendee availability, and manages recurring schedules.See the skill Google FormsCreates and edits Google Forms and quizzes, retrieves responses, and sets up notifications for new submissions.See the skill To-Do ListCreates, updates, and lists your to-do tasks with owners, due dates, status, and categories.See the skill

AI Legal Intake: questions buyers ask

What is an AI legal intake coordinator?

An AI legal intake coordinator is AI that turns incoming business requests into complete, factual and confidential intake packages for the legal team. On Clone, it is a clone hired into that role with permissions you set. It gathers and organizes, while designated attorneys decide triage, priority, privilege, assignment and advice.

Does it replace legal ops or paralegals?

No. Dorian takes the back-and-forth of intake off your team: chasing documents, filling gaps and keeping requesters updated. He does not give legal advice, research the law, assign counsel or open authoritative matter records. Attorneys get cleaner packages and fewer follow-up rounds.

Which tools does it work with?

Dorian takes requests from Outlook, Microsoft Teams, Slack and intake forms, files packages in SharePoint, and keeps the tracker in Microsoft Excel. He logs each request in one tracker, whichever channel it came from. You connect only the apps and channels you want him to monitor.

How does it handle confidentiality?

Each clone is default-deny, with object-level permissions you set. Dorian keeps intake details inside approved folders and channels, follows the handling restrictions you define and never contacts outside parties without explicit authorization. Every action is logged and can be opened from any chat.

How much does an AI legal intake coordinator cost?

Every Clone plan starts with a free trial. Paid plans are a flat monthly price with credits included, not a per-matter fee. Enterprise plans start at $2,500 per month through Book a Demo. You pick the plan that fits your workload. See current plans at clone.org/#pricing.

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Every plan starts with a free trial.

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Updated October 2026