Claude Partner NetworkOfficial Anthropic partnerLegal & Compliance · Contracts

Legal Intake & Triage Agent

Receives requests from the business, classifies them by type, urgency and risk, answers what already has approved guidance and routes the rest to the right attorney with context ready.

Autonomy level 2 · CopilotAll industriesRolled out with Luby governance
In short

What the Legal Intake & Triage Agent is.

The Legal Intake & Triage Agent is a Luby AI agent for Legal & Compliance, built for companies in any industry. Receives requests from the business, classifies them by type, urgency and risk, answers what already has approved guidance and routes the rest to the right attorney with context ready. It runs at autonomy level 2 (copilot): prepares the complete action and a person confirms every run.

How it works

From request to result, step by step.

An illustration of how the agent works. In a project, each step is designed around your process and your systems.

Inputs
Requests from business units
Library of approved guidance
Ownership matrix by topic
Legal Intake & Triage Agent
  1. 1Receives the request by email, chat or form
  2. 2Classifies type, urgency and risk
  3. 3Answers with approved guidance when it exists
  4. 4Routes to the responsible attorney with a summary
Guardrails · decision log · approval limits
Human in the loop
Human approvalconfirms every run
Outcomes
Classified, routed request
Standard answer for simple cases
Volume and turnaround dashboard
Pain points it solves

Where this agent makes a difference.

Law Firms

Client intake and conflicts

Potential clients wait while intake forms and conflict checks are done by hand.

Title & Escrow Companies

Order intake

Orders arrive by email and are keyed in by hand.

Collection Agencies & Debt Servicers

Disputes and complaints

Disputes are researched by hand.

Business outcomes

What changes in your operation.

Outcome

Legal freed from repeat questions

Outcome

Predictable turnaround for the business

Outcome

Visibility of demand by department and type

Where it applies

Industries

All industries

Departments

Level 2 · Copilot. Prepares the complete action and a person confirms every run.

Every decision is logged with evidence, there are approval limits and the agent can be paused at any time. See also the technical foundation behind the agents.

Related

Agents that work together.

Legal & Compliance · Contracts

Contract Review Agent

Compares incoming contracts with your standard clauses and highlights deviations, risks and negotiation points for the attorney to decide.

All industriesAutonomy 2 · Copilot
Learn more →
Legal & Compliance · Contracts

Contract Lifecycle Agent

Keeps the contract repository alive: extracts terms, price escalators and obligations from every contract and alerts the owner before deadlines.

All industriesAutonomy 2 · Copilot
Learn more →
FAQ

Questions about the Legal Intake & Triage Agent.

What does the Legal Intake & Triage Agent do?

Receives requests from the business, classifies them by type, urgency and risk, answers what already has approved guidance and routes the rest to the right attorney with context ready. Steps: receives the request by email, chat or form; classifies type, urgency and risk; answers with approved guidance when it exists; routes to the responsible attorney with a summary.

Does the Legal Intake & Triage Agent replace people?

It isn't designed to. It runs at autonomy level 2 (copilot): Prepares the complete action and a person confirms every run. High-impact decisions stay with your team, with approval limits, an audit trail and an immediate kill switch.

What results does the Legal Intake & Triage Agent deliver?

Legal freed from repeat questions; Predictable turnaround for the business; Visibility of demand by department and type.

Which industries does the Legal Intake & Triage Agent apply to?

Companies in any industry, in Legal & Compliance.

Talk to an AI architect

Could the Legal Intake & Triage Agent work in your company?

Tell us where it would run. An AI architect checks the fit with your process and systems and sends you the top opportunities.

  • 1
    A senior architect, not an SDR30 minutes with someone who has shipped agents to production.
  • 2
    Your top 3 agent opportunitiesRanked by payback, with the systems and approvals each one needs.
  • 3
    No commitmentYou keep the shortlist whether or not you work with Luby.

Companies that trust Luby

  • Toyota
  • PwC
  • Siemens
  • Bridgestone
  • LexisNexis
  • Sunwest Bank
  • Papaya
  • Foxtrot
  • Usend
  • Inter&Co
  • Abbiamo