Screen and intake potential clients automatically. NIVA collects case details, checks conflict criteria, and routes qualified matters to the right practice.
Law firms spend paralegal time screening enquiries that don't fit, while genuine matters wait. Intake is manual and inconsistent across practice areas.
A legal-intake persona answers general questions from an approved knowledge base, the Flow Engine screens enquiries through Smart Forms, branches by matter type and basic conflict criteria, and routes qualified matters by webhook. (Answers stay strictly within approved, non-advice content.)
Real differences your team will feel from day one — not theoretical benchmarks.
| Area | Before NIVA | With NIVA |
|---|---|---|
| Screening time | Paralegal hours | Automated first pass |
| Intake consistency | Variable | Standardised |
| Routing | Manual | By practice area |
| Response speed | Delayed | Instant |
This works in two directions. As a public-facing agent it engages prospects and customers directly on your website or app; as an internal tool it answers staff questions and runs intake against internal systems. The same engines power both, and which direction you deploy depends only on which knowledge sources and systems you connect. Many legal & compliance operators start public-facing for the traffic and conversion upside, then reuse the same build internally.
In practical terms, the shift looks like this: on screening time, you move from paralegal hours to automated first pass; on intake consistency, you move from variable to standardised; on routing, you move from manual to by practice area; on response speed, you move from delayed to instant. Each of these is a direct consequence of moving the interaction from a manual, human-gated channel to an always-available conversational one that still escalates to a person when the situation genuinely needs it.
Implementation reality: the conversational layer, routing, data capture, and system handoff are all within NIVA's documented no-code capabilities. Where this use case reads or writes live data, it assumes the relevant API or webhook endpoint exists on your side; that integration is the one piece worth scoping before launch. Start with the knowledge base and flow, then layer in live API calls once the core experience is proven.
No developers. No long setup. NIVA gives you every engine shown on this page — persona routing, flow automation, smart forms, and webhooks — as a ready-to-configure platform.