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Tessera analytics dashboard
Legal

Legal intake that stays organized from first contact

Tessera helps teams capture client information, structure intake, and keep case movement visible from first conversation to signed retainer.

Talk to Symplii
“Intake details get scattered across calls, forms, and follow-ups.”
“Teams need bilingual capture without slowing down the conversation.”
“Case status is hard to see until someone rebuilds the picture manually.”

The Problem

Legal intake loses context too easily

Intake teams balance speed, accuracy, empathy, and documentation. Without a shared flow, handoffs become fragile and leadership loses visibility.

Liveintake conversations to capture
Manyhandoffs before signed retainer
Dailystatus questions for teams

The Solution

AI-supported intake and case context

Tessera structures intake, supports bilingual capture, and gives teams an assistant view for client and case questions.

Tessera live intake — bilingual form with AI listening indicators and real-time transcription
Live intakeAI assistantCase flow

Assistant

Ask about a client without rebuilding the file

Tessera keeps intake context available for staff who need quick answers and cleaner handoffs.

Tessera AI assistant — client overview with conversational AI for case queries
1intake workspace
Liveconversation support
Clearcase-flow visibility

From conversation to case movement

Tessera supports the intake team while preserving human review and control.

01

Capture

Collect intake information in a structured flow.

02

Organize

Keep client context, next steps, and status visible.

03

Advance

Move qualified matters through the case pipeline.

Case Flow

Track movement from intake to signed retainer

Pipeline visibility helps teams see where each matter stands and what needs attention next.

Tessera intake case flow — pipeline view tracking clients from intake to signed retainer

Analytics

See the intake operation clearly

Tessera surfaces intake KPIs, conversion signals, and team performance trends in one operational view.

Tessera analytics dashboard — intake KPIs, conversion rates, and team performance

Impact

Built for legal intake operations

Cleaner handoffs

Keep context available as matters move between staff.

Faster answers

Use AI assistance to find intake details without digging.

Better visibility

Give managers a clearer view of intake and conversion flow.

Bring Tessera into your intake workflow

Talk with Symplii about legal intake operations and rollout fit.

Contact Symplii