From Reactive Intake to Coordinated Pipeline
The moment a distressed caller feels heard instantly — while your firm gets a clean, structured brief without burning attorney time.
Recommended starting point:Foundation Package
The Problem
Most law firms don't lose business because they lack leads — they lose it because intake is inconsistent. Calls come in after hours, during court, or when staff is busy. Potential clients repeat their story multiple times, conflicts aren't screened early, follow-ups slip, and there's no unified memory across calls, forms, emails, and consult outcomes. The result is operational leakage: missed opportunities, poor client experience, and a team stuck doing repetitive intake work.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Conflict Screener
Case Manager
Paralegal Agent
System Logic: New Lead Calls about Personal Injury Case
Intake Specialist
Qualifies injury severity and incident date (SOL check).
Conflict Screener
Checks opposing insurance co against conflict database.
Case Manager
Sends retainer agreement and books consult for tomorrow.
Paralegal Agent
Pre-fills case file with incident report details.
Where Most Firms Start
Most firms begin with the Foundation Package, which installs the core infrastructure required to run Operator inside the business.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inbound calls or website questions
- Capture intent (practice area, urgency, timeline)
- Route the inquiry for follow-up or consult scheduling
What it intentionally does NOT include: Legal-specific screening logic, conflict-check workflows, multi-step document intake, or multi-system coordination. The Foundation Package establishes ownership, privacy, and local execution — it is the on-ramp, not the full system.
Capability Expansion Path
HQ Pro for Legal is a templated, niche-specific operating system designed around common legal intake workflows. It introduces practice-area-aware screening, standardized question sets, basic urgency signals, and consistent follow-up patterns — so intake starts behaving like a system instead of a series of ad-hoc conversations.
HQ Pro is built from proven patterns across similar firms. It's cookie-cutter by design and guardrailed to ensure reliability. Customization is limited, but the system now reflects how law firms actually run intake.
Operator HQ represents the full system working as one coordinated unit. For legal firms, this includes the Core Stack:
All HQs share memory, intake becomes a coordinated pipeline, and Operator functions as a true operating system — not a collection of tools.
Custom Operator is designed for firms with complex or unique requirements — multi-attorney firms with specialized intake routing, strict compliance needs, high-volume lead environments (PI, mass torts, immigration), or bespoke case qualification workflows.
This includes deep workflow excavation through multiple long-form sessions, bespoke system architecture, custom integration layers, compliance-specific configurations, and extended team training. This is not a template — it is a system built specifically around how that firm operates.
Every tier reduces operational leakage — higher tiers add coordination, niche intelligence, and ultimately full-system control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts firms from reactive intake to coordinated operations.
Pricing Notes
Packages cap scope, not capability.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
Ready to Deploy?
See how OperatorHQ can work for your specific needs.