From website visitor to drafted document in three steps

Jurisdox automates the busywork between first contact and first draft. Here's exactly how it works.

01

Potential clients complete intake on your website

The Jurisdox chatbot sits on your website, ready to engage visitors 24/7. When a potential client arrives, they can start a conversation immediately—no waiting for business hours.

The Client Experience

  • 1

    Identifies the practice area

    Is this a Family Law matter? Estate Planning?

  • 2

    Gathers essential information

    Names, relationships, dates, circumstances

  • 3

    Collects documents

    Upload existing agreements, court orders, ID

  • 4

    Explains next steps

    Sets expectations about when they'll hear from you

What You Get

  • Client contact information
  • Matter type and practice area
  • Detailed summary of their situation
  • Key dates and deadlines mentioned
  • Uploaded documents, organised and labelled
  • Potential conflicts flagged
  • Full conversation transcript
10-15 min

Client's time

5 min

Your review time

02

Assess and qualify from your dashboard

New intakes appear in your queue. Review the AI-generated summary, check for conflicts, and decide whether to take the matter—all from a single screen.

Your Dashboard Experience

Each entry shows:

  • Client name and contact details
  • Practice area (Family Law, Estate Planning, etc.)
  • Brief summary of the matter
  • Urgency indicators (if applicable)
  • Conflict check status

Actions Available

  • Convert to client

    Accept and create client record

  • Request more information

    Future

  • Schedule consultation

    Future

  • Decline

    Mark with reason code

Intake Queue
3 new

Sarah Mitchell

Family Law

New

Separation - property settlement

James Chen

Estate Planning

New

Simple will update

Emma Wilson

Family Law

Consent orders - parenting

Select an intake to view details

Document Generator
Sarah Mitchell

Click to start document generation

03

Create first-draft documents instantly

Once you've accepted a matter, Jurisdox can generate first-draft documents using the information collected during intake. No retyping. No copying between systems.

The Generation Process

1Select document type→
2Review pre-filled data→
3Generate→
4Review and edit→
5Export

What Makes This Different

This is not mail merge

Traditional document automation just substitutes variables into fixed templates. Jurisdox's AI generates contextually appropriate language based on your client's specific situation.

You remain in control

Every generated document requires your review before it's finalised. The AI does the heavy lifting; you provide the professional judgment.

Complete Audit Trail

Every generation is logged. Every edit is tracked. Full version history for compliance and professional records.

Jurisdox works with your existing tools

We're not trying to replace your practice management system. Jurisdox focuses on intake and document generation—and integrates with the tools you already use.

Clio

Available at Launch
  • Create contacts when you accept intakes
  • Create matters with basic information
  • Sync documents to the matter
  • Log activities for your records
Setup time: Under 5 minutes

LEAP

Available at Launch
  • Create client cards from intake data
  • Create matters with relevant details
  • Transfer documents to the matter file
  • Record time entries for intake activities
Setup time: Under 5 minutes

Coming Soon

We're developing additional integrations based on user demand

PEXA

Property settlements

Coming Soon

InfoTrack

Searches and certificates

Coming Soon

Xero/MYOB

Accounting sync

Coming Soon

Microsoft 365

Calendar and email

Coming Soon

You could be taking intakes by tomorrow

Jurisdox is designed for solo practitioners who don't have IT departments. Setup takes minutes, not weeks.

Create your account

5 minutes

Sign up, verify your email, and access your dashboard

Configure your intake chatbot

10 minutes

Choose practice areas, customise colours, write your welcome message

Embed on your website

5 minutes

Copy a single line of code - works with WordPress, Squarespace, Wix

Test the experience

5 minutes

Complete a test intake to see exactly what your clients will experience

Go live

Instant

Remove test mode and start capturing real client enquiries

Under 30 minutes

from signup to live

Not sure about something? Documentation and support available.

Be among the first Australian solo practitioners to try Jurisdox

We're launching our private beta in early 2026 with a small group of solo practitioners in NSW and Victoria. Early access members will help shape the product and receive preferential pricing when we launch publicly.

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