Mantriq

Client intake

Legal & Immigration

Your paralegals didn't go to law school to answer 'what documents do I need?' fifty times a week.

Scroll — each chapter unfolds in place.

Chapter 2 · After hours

'What documents do I need?' — again and again.

Clients email at midnight from another time zone — and expect a response

Incoming queue

9 waiting
CH

Chat

Clients email at midnight from another time zone — and expect a response

now
EM

Email

The same intake questions eat hours that should go to case work

now
IN

Instagram

When something serious comes in, you need the full story — not a cold transfer

now

Chapter 3 · Piling up

Case work on pause. FAQs on repeat.

“Another email: 'What documents for H-1B?' — the same checklist you've sent forty times this month.”

Intake queue92%

Something has to give…

Staff spend hours answering the same process questions.

Chapter 4 · The fix

What if clients always knew their next step?

Clients get clear next steps; your team stays focused on judgment calls.

4.2hsaved / intake

Chapter 5 · Clients set

Informed clients. Billable hours back.

No midnight panic emails. The same clear checklist, every time.

Keep scrolling for how it works

Start free1 / 5

You've felt the story — now see how it works

See it in action

How legal teams use it

Set up once, then let the agent handle the repetitive work — your team steps in when it matters.

Load your playbooks

Intake checklists, document lists, and process timelines—never improvised answers from the open web.

Firm playbooks

  • H-1B checklist
  • Extension timeline
  • RFE guidance (info only)

This is what relief looks like

Real people. Real questions. Answered on the apps they already use.

9:41

Sofia

Mail

S

Re: What documents do I need for an H-1B extension?

New client, anxious about missing a deadline.

Mail

9:41

Marcus

Live chat · Typically replies instantly

M

They've been waiting weeks and need reassurance.

Live chat

9:41

Priya

Live chat · Typically replies instantly

P

Stress is high — tone matters as much as the answer.

Live chat

Out of the box

What you get — pre-wired for legal

Start from the template, then customize anything in the builder.

  • Checklist sent
  • Forms attached
  • Review offered

Document checklists

Clients receive the right forms for H‑1B, green card, or extension workflows.

Thu 10:30

Confirmed · reminder sent

Appointment booking

Offer attorney reviews when the agent reaches the limits of general information.

Ticket #1042

Full thread attached

Controlled escalation

Sensitive threads reach the right case team with full conversation context.

Also includes

Knowledge baseEmailWeb chatHelp deskCalendar
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