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Fount
SuiteDocumentsDocument Intake / Extraction
Documents / KnowledgeVisionTools you use
Demo data

Document Intake / Extraction

Extract names, dates, obligations, deadlines, injuries, damages, payment terms, and parties.

See the prototype below What's live vs vision

Tools you use: A human-driven surface an attorney or staffer works in directly, with AI assist.

Metrics improved

< 5 min
Speed to first response
median across sources
+38%
Booked-consult rate
vs. static forms
82%
Show rate
with pre-call brief
11 hr/wk
Admin time saved
per attorney
Illustrative targets from the Fount planning pack — not customer metrics.
What firms do today

The problem this page solves

  • — Firms handle documents / knowledge with tools that don't talk to each other.
  • — Good leads slip through cracks; bad leads burn hours before you spot them.
  • — Attorneys walk into consults cold and lose retainers they should have won.
How Fount solves it

Four capabilities

Purpose-built for this stage

Document Intake / Extraction plugs directly into the loop — no bolt-on integrations, no duplicate data entry.

AI does the grunt work

Qualifies, drafts, and follows up automatically — with reason codes on every action.

Attorney stays in control

Every consequential step is queued for review before it reaches the client.

Measured end-to-end

Wired into the ROI dashboard so you can see impact by source, not by feature.

See it in action

Prototype · illustrative data
Document Intake / Extraction · draft preview
Demo data

Engagement Letter — Rodriguez v. TBD (MVA · CA)

This letter confirms the engagement of Rodriguez Law, P.C. ("Firm") to represent the undersigned client in connection with claims arising from the motor-vehicle collision of record on the referenced date and location.

Scope

  • Investigation of liability and damages.
  • Negotiation with responsible insurers.
  • Filing and prosecution of a civil action if warranted.

Fee

Contingent fee of 33⅓% of gross recovery pre-suit; 40% post-filing. Costs advanced by the Firm and reimbursed from recovery.

Attorney review required

This draft is AI-assisted. It is not effective until reviewed and countersigned by a licensed attorney of the Firm.

How it flows

  1. Step 1
    Trigger

    Inquiry arrives from web, phone, marketplace, or referral.

  2. Step 2
    AI qualifies

    Practice area, jurisdiction, urgency, fit, conflicts — with reason codes.

  3. Step 3
    Route

    Book consult, request docs, escalate to attorney, or route to marketplace.

  4. Step 4
    Attorney acts

    Reviews pre-call brief, meets the client, signs the retainer.

  5. Step 5
    Measure

    Every event lands in the ROI dashboard — source to revenue.

Integrates with your stack

  • Clio
  • MyCase
  • Smokeball
  • PracticePanther
  • Filevine
  • QuickBooks
  • LawPay
  • Stripe
  • DocuSign
  • Google Calendar
  • Microsoft 365
  • Zoom
  • Twilio
  • HubSpot
  • Zapier

Prototype: integration cards are illustrative — see the /integrations page for live adapters.

Trust guardrails

Bar-defensible by construction
No legal advice

The AI never gives legal advice. It captures facts, matches fit, and hands off to an attorney.

Attorney-in-the-loop

Every downstream action — briefs, filings, retainers — is queued for attorney review before it leaves the firm.

Consent & audit

SMS/email consent is captured at intake. Every AI decision ships with reason codes and an immutable audit trail.

Conflict-check lite

Names, opposing parties, and firms are pre-checked before a consult is booked or a retainer is sent.

Related tools

View all in Documents
AI Document Search
Flagship

Ask questions across matter files, PDFs, pleadings, contracts, correspondence, and notes.

AI Drafting Assistant
Flagship

Draft letters, emails, memos, summaries, outlines, checklists, and client updates.

Medical Record Chronology
Flagship

PI-focused medical timeline, providers, injuries, bills, gaps, and causation flags.

Document Management

Store, organize, tag, search, version, and share matter documents.

Document Automation

Generate legal documents from templates, matter facts, and firm-approved language.

Template Library

Engagement letters, intake forms, demand letters, pleadings, contracts, discovery, estate docs, and emails.

Tell us if this is useful

Would this help your firm? Signal demand so we prioritize it.

See the full loop.

Every Fount page connects — from the widget on your site to the retainer on the attorney's calendar.

See when this shipsRead the build plan