From the first call to a signed engagement

Every new lead takes the same path: a structured call, seven stop gates, three explained measures and routing by your firm's own rules. The system prepares every step, and the lawyer approves every commitment.

The firms, people, leads and amounts on this page are invented.

Every lead reaches one of five outcomes

How the flow is built

The call: parties before facts

27 fields in seven segments, always in the same order. The parties' names are checked against the conflicts register during the call, before the caller says what happened, so confidential information never reaches a firm that must not hear it. Whoever takes the call, a person or the AI, never assesses chances, computes deadlines or quotes a fee.

The engine: gates first, score second

Seven stop gates run before any score. A lead that passes gets three separate measures: priority P, how much the firm wants the matter; complexity C, who should handle it; and urgency U, how fast. The language model only extracts fields and classifies the area, on masked text. The gates, the score and the routing are fixed, explained rules.

Routing: six nodes, by firm profile

Gates, urgency, department, seniority, load and client preference. A solo practice folds three of them, and a large firm adds an acceptance committee above a threshold. Complexity decides who handles the matter; priority decides how much partner attention it gets.

Conversion: eleven events and a lock

The system prepares every document: a full conflict search, slots from the diary, reminders, a briefing for the meeting and a fee agreement from a template. A person approves every step that carries a legal commitment or a tax document, and a matter opens only when the lock releases.

Your rules, in versions

Every node is a table of rules edited without code. A change to a rule or a weight first runs as a simulation over the last 90 days of leads, showing how many would have gone elsewhere and to whom. Publishing a version needs a partner's approval, and the previous version is kept to restore.

Four things no profile changes

The AI never declines a caller

Every decline is approved by a lawyer, and a non-engagement letter goes out.

Conflicts before facts

The screen runs in the call, and a lawyer signs the formal check before the meeting.

Urgency beats the score

A close deadline is never averaged away.

Every decision is recorded

Inputs, gates, each factor's share and the rules version, in a record nobody edits.

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This page describes the design of the LALUM App intake flow. All data is invented, and nothing here is legal advice.

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Every code change is checked by a secure coding gate aligned with OWASP Top 10, ISO/IEC 27001:2022 (A.8.28) and NIST SSDF. Last checked: 2 November 2026. What is checked