Glivent for legal practices

Move a new enquiry into the firm without losing parties, deadlines or confidentiality.

A new enquiry can contain names, documents, urgency and confidential facts before the firm has accepted the matter. Glivent can collect and organise that information, prepare approved checks and carry out the next authorised steps after a lawyer decides how the firm will proceed.

See an example matter intake Discuss your operation

Enquiries, parties and conflictsMatters, documents and deadlinesConfidentiality and authorised action

Example matter intakeGlive Flow

New enquiryParty namesDocuments

MATTER INTAKECommercial dispute · Enquiry 284

Lawyer review

Parties structuredPeople, entities and relationships identified
Approved searches preparedPossible client and matter matches attached
Urgent date identifiedOriginal document and enquiry context included

CONTROL POINTLawyer decides conflict, acceptance and next action

Matter openedClient response ready

Glive completes the approved intake steps while legal decisions stay with the firm.

The real work

The firm needs a usable intake before it can make a safe decision.

The information needed to assess an enquiry may be spread across a web form, email chain, call note, attachments and existing matter records, while the prospective client waits for an answer.

Party names rarely arrive in a clean structure

People, companies, related entities, opponents, witnesses and previous names may all matter to a conflict search and future matter record.

Urgency can be hidden in the first contact

A limitation date, hearing, settlement, transaction or immediate risk may be mentioned in an attachment or conversation rather than the intake form.

Matter information keeps moving after opening

Correspondence, evidence, court or transaction documents, client instructions and deadlines arrive through several channels and need to reach the right file and person.

Access depends on the matter and purpose

Confidential and potentially privileged material needs controls that reflect who is authorised to use it and what work they are performing.

One practical starting point

Turn a new enquiry into a conflict-ready intake for lawyer review.

This is one example of what Glivent could do in your firm. During discovery, we would adapt it to your practice areas, matter system, conflict method, engagement process, information controls and professional obligations.

01
Capture the original enquiry
Keep the form, email, call note and attachments together without treating the sender as an accepted client.
02
Structure the parties and matter
Identify names, entities, relationships, matter type, key dates and the outcome being sought.
03
Prepare the agreed searches
Search the approved client and matter records and present possible matches with enough context to assess them.
04
Route the firm's decision
Send the complete intake, possible conflicts, urgency and unresolved questions to an authorised lawyer.
05
Complete the approved outcome
After the decision, open the matter and prepare engagement steps, tasks and communication, or record and send the approved decline response.

Your matter system and authorised lawyers remain authoritative. Glive can gather information, search approved records, update systems and complete the firm's approved next steps. Lawyers decide conflicts, matter acceptance, scope, privilege, legal strategy, advice and filing or transaction positions.

The Glive System

Give the lawyer the matter context without making them reconstruct it.

The person making the decision should see the original enquiry, parties, possible matches, documents and time pressure in one controlled view.

Glive Flow

Carry work through the firm's authorised matter process.

Check required information, prepare searches, route decisions and complete approved matter, task, document and communication steps.

Glive Chat

Work with approved precedents and firm knowledge.

Help authorised staff find current procedures, matter information and controlled document sources within their permitted access.

Glive Pod

Keep suitable confidential document work onsite.

Approved tasks involving confidential or privileged material can use Private AI on the Glive Pod when the firm determines that local processing is appropriate.

Workflows worth testing

Start where legal work depends on an accurate administrative handoff.

Discovery checks what your practice management, document, email, legal accounting, search, court and transaction systems already handle before another workflow is proposed.

Enquiry, conflict and matter opening

What arrives: A prospective client provides parties, a matter summary, documents and important dates.
What Glive does: Glive structures the intake, prepares approved conflict searches, follows up routine gaps and presents possible matches and urgency to the lawyer.
Control point: Clear administrative steps continue automatically. The lawyer decides conflicts, acceptance, scope, terms and any protective action.

Incoming correspondence and deadlines

What arrives: An email, letter, court document or transaction item arrives for an existing matter.
What Glive does: Glive matches the matter, retains the source, updates approved records and creates the firm's standard task or notification when the rule is clear.
Control point: Routine filing and alerts can continue. Lawyers decide legal significance, deadline interpretation, response and strategy.

Brief, bundle and chronology preparation

What arrives: A matter needs selected documents arranged for review, counsel, court, settlement or a transaction step.
What Glive does: Glive can classify approved documents, identify duplicates, build an indexed draft and link chronology entries back to their sources.
Control point: The legal team decides relevance, privilege, redaction, completeness and whether the material can be used or disclosed.

Client instructions and matter updates

What arrives: A client supplies instructions, asks for status or has not completed an agreed step.
What Glive does: Glive records the communication, sends approved routine updates and keeps missing instructions or documents visible to the matter team.
Control point: Routine permitted communication can continue. Advice, sensitive disclosure and changes to strategy or scope go to the lawyer.

Existing systems

Your client, matter and document records stay in charge.

Glivent first checks the features already available in your practice management, document management, email, legal accounting, search, court and transaction tools. The aim is to improve the controlled work between them, not create another matter file.

Your systems and authorised lawyers remain authoritative for

Client, party, conflict, engagement and matter records
Correspondence, evidence, privileged material and formal documents
Legal advice, strategy, professional decisions and client instructions
Deadlines, filings, transactions, trust records, billing and retention

Glive can use them to complete approved work

Enquiries, party details, documents and time-critical information
Approved searches, matter updates, tasks and document preparation
Controlled access, source links and exception queues
Routine client follow-up and authorised downstream actions

Go deeper

Legal-practice questions and practical guides.

These resources explain conflict and matter intake, confidentiality, privilege and Private AI for legal documents in more detail.

Can a law firm use Private AI with confidential or privileged material?

Yes. Glivent Private AI can process an approved legal document task on the onsite Glive Pod instead of sending that model task to a public AI provider. Access can be limited by matter and staff role, while the responsible solicitor reviews the source and result before it is used.

Read the full answer

How can Glivent improve matter intake without automating legal judgement?

Glivent can review how enquiries, documents and matter details are collected and routed before a lawyer acts. A workflow may reduce repeated administration, but conflicts, matter acceptance, legal strategy and advice stay with authorised practitioners.