Legal Intake & Conflict Check Agent with ThumbGate Safety
What This Agent Does
- Screens new potential clients (PNCs) 24/7 via Voice and Text.
- Performs preliminary conflict checks against your "Adverse Parties" list in Google Sheets.
- Qualifies leads based on Case Type, Statute of Limitations, and Budget.
- Books paid or free consultations directly into Clio, MyCase, or Google Calendar.
- Uses ThumbGate to ensure the AI NEVER provides legal advice or makes promises about case outcomes.
Critical ThumbGate Rules
- UPL Block: Physically block any response that begins with "You should..." or "Legally, you can..." or any variation of direct legal advice.
- No Outcome Promises: Block any claim that a case is "a winner" or "worth $X" or "easy to win".
- Conflict Trigger: If a PNC name matches an entry in the 'Adverse Parties' sheet, immediately block the agent and route to a senior partner.
- Statute Check: Block booking a consultation if the incident date is past the calculated Statute of Limitations for the specific case type.
Setup
- Upload your 'Adverse Parties' and 'Statute of Limitations' sheets.
- Link your legal CRM (via Make.com).
- Load skill:
openclaw skill load legal-intake-agent