Intake Brief Agent

Turns a new inquiry and existing firm context into a review-ready intake brief.

An inquiry enters once. Your team gets a clear next step.

This live workflow uses the form below. In a firm installation, the same inquiry can arrive from your website, inbox, ads or CRM.

Test it live

01New inquiryWebsite form, email, ad or CRM
02Intake AgentStructures the facts and history
03QualificationChecks fit, risk, urgency and gaps
04Firm reviewConfirms conflicts, fit and reply
05Prepared outcomeBrief and response draft

Your Supabase project
No pooled client database
Human approval before action
Bounded model input

Under the hoodSee the systems, storage and control points

Example client installation

01Firm sourceApproved inquiry channel
02Scoped connectorReads only the submitted record
03Intake packageLoads firm rules and context
04Groq + QwenInterprets bounded fields
05Safety checksValidates structure, limits and claims
06Firm-owned SupabaseStores the result and run trace
07Named reviewerApproves, edits or rejects

Your operational data stays in your firm-owned database. Only the bounded fields needed for interpretation are sent to the approved model provider. No final action happens until a named person approves it.

Test the full workflow

Test Agent 1 live

Send an inquiry through the full intake path.

Pick a prepared situation or enter your own. The agent will create a lead, apply the firm rules, call Qwen, save every trace step and stop at human review.

Inquiry→Agent→Review

Items waiting in this agent’s lane.

4in queue

2need human review

Test it live

Subject	Agent summary	Confidence	Age	Status	Open
Noah Williams	Unclassified · I need a lawyer. Please call.	Not scored	63d	new	Pending
Darius Kim	personal_injury · Passenger injured in a rideshare collision two days ago.	Not scored	63d	new	Pending
Rosa Delgado	schedule consult · Who	88%	65d	Human review	View →
Malcolm Price	request info · Who	79%	66d	Human review	View →

How it connects

Supabase stores the workflow records. The server reads only this agent’s lane and turns it into the queue above. Completed rows open this agent’s compact owner view and inspectable run trace.

Test it live