Firm isolation
Every intake, document, note and staff member belongs to exactly one firm. Access rules are enforced in the database, not only in the interface, so one firm cannot read another firm's clients even through a direct query.
Document storage
Uploads go to a private bucket that is not publicly readable. Staff view files through short-lived links generated only after their firm membership is verified on the server.
Authenticated staff access
The dashboard requires a verified account, and every server request re-checks the signed-in user's firm membership before returning data.
Client data minimization
Clients are asked only what a firm needs to open a matter. The public intake page never exposes other clients, and confirmation screens reveal nothing beyond the client's own submission.
AI handling
Intake answers are sent to the summarization model solely to produce the firm's English summary. Summaries are administrative, never advisory, and the client's original answers remain the record of truth.
No legal advice
IntakeLingo AI is not a law firm and does not provide legal advice, evaluate eligibility, or predict outcomes. Legal questions are recorded verbatim and flagged for attorney review.