CASEBOUND 360

Legal Intake Playbooks

Practice knowledge · Guided intake · Attorney review

Illustrative demo data • No live integrations
DEMO — Draft / Attorney Review RequiredCalifornia Family Law — Draft V1.1Level 1 pilot from the CA Family Law Intake Playbook · partial transcription · open guided wizard →
DEMO CONTENT · Not legal advice. Consumer-facing illustrative questions only. Actual consumer intake files and attorney review are pending; no source files imported, verified legal guidance or live integration.
KNOWLEDGE WORKSPACE

One knowledge foundation.
Every intake conversation.

AI voice scriptsHuman intakeIllustrative-demo baseline · Retell not connected
5 practice-area playbooks · All content fictionalScope-specific variations require attorney review
Illustrative draft · DEMO
Consumer injury matters

Personal Injury

Caller-reported incident, injury context and follow-up permission.

6 sample checkpointsBaseline v0.1
Branching guidanceFAQ & flagsFirm variations
Illustrative baseline · DEMO
Family & domestic matters

Family Law

Divorce, custody and support with an early safety screen.

8 sample checkpointsBaseline v2.1
Branching guidanceFAQ & flagsFirm variations
Attorney review pending · DEMO
Criminal defense

Federal Criminal Defense

Investigation, charging and detention context for attorney review.

6 sample checkpointsBaseline v1.3
Branching guidanceFAQ & flagsFirm variations
Illustrative baseline · DEMO
Education & investigations

Title IX Defense

Institutional process, notice and interview scheduling.

7 sample checkpointsBaseline v1.8
Branching guidanceFAQ & flagsFirm variations
Attorney review pending · DEMO
Professional licensing

Nursing / Professional License Defense

Board notice, license category and practice restrictions.

6 sample checkpointsBaseline v1.2
Branching guidanceFAQ & flagsFirm variations

Next practice area

Future verticals enter as drafts, with firm scope, attorney review and version control before any approved guidance is shared.

Expansion planned