System
Automation Blueprints
Early design surfaces for bigger workflow automation ideas before they become production switches.
Onboarding chatbot
Draft an assisted intake conversation that can ask follow-up questions, remember firm context, and turn the answers into a normal submission.
Recommended shape
Use a selected published form as the target, let AI collect answers conversationally, then require human/user submit before workflow starts.
Configuration pieces
- Published form
- Allowed contact/client audience
- Prompt guardrails
- Submission draft review
Next build slices
- Create draft submission from chat answers
- Email/context ingestion
- Practice-area memory
Prospect portal
Capture website enquiries as prospects before they become full intake clients or matters.
Recommended shape
Expose a public enquiry form that creates a prospect submission and routes it through a prospect workflow before linking to intake.
Configuration pieces
- Published prospect form
- Prospect workflow
- Public branding
- Spam/abuse controls
Next build slices
- Convert prospect to intake
- Prospect status dashboard
- Optional portal embed
Client monitoring
Continuously re-check active matters and monitored parties when new people, counsel, or outside risk signals appear.
Recommended shape
Start with configurable monitoring flags and explainable alerts, then let compliance dismiss, re-run conflicts, or escalate from one monitoring dashboard.
Configuration pieces
- Monitored clients/matters
- Monitored party roles
- Risk data sources
- Alert severity rules
- Dismiss/escalate workflow
Next build slices
- Monitoring dashboard
- Scheduled conflict re-checks
- News/adverse-media signals
- Alert audit history
Dun & Bradstreet enrichment
Plan company-data enrichment for client onboarding, corporate families, addresses, industry data, and business identifiers.
Recommended shape
Treat D&B as a configurable provider lane first: map returned business facts into CMIForge fields, keep source attribution, and avoid overwriting reviewed entity data without approval.
Configuration pieces
- Provider credentials
- Company match confidence
- Field mapping
- Source/audit attribution
- Approval before overwrite
Next build slices
- Provider lookup action
- Corporate-family relationships
- Business identifier conflict terms
- Periodic refresh
Smart scoring
Let firms define lead, risk, effort, or compliance scores from form answers and entity facts.
Recommended shape
Start with row-by-row rules, weights, thresholds, and display bands. Keep it explainable before letting AI suggest rules.
Configuration pieces
- Score key/name
- Input fields
- Rule conditions
- Weights and thresholds
- Workflow visibility
Next build slices
- Workflow conditional routing
- Score graphics
- Score history
Word templates 2.0
Upload DOCX templates with content controls, map those controls to CMIForge fields, and generate DOCX/PDF outputs.
Recommended shape
Keep engagement letters as the current first-class template path, then add general Word-template upload and mapping as the next layer.
Configuration pieces
- DOCX upload
- Content control extraction
- System/custom field mapping
- Output format
Next build slices
- Workflow Generate Document step
- Save generated document to matter files
- PDF conversion
Tenant Teams bot
Plan a tenant-owned bot identity for Teams notifications, daily summaries, and future conversational actions.
Recommended shape
Treat this as tenant infrastructure, consent, Graph permissions, and notification-channel configuration before any bot can act for a customer.
Configuration pieces
- Tenant identity
- M365/Graph permissions
- Notification channel rules
- Admin consent
Next build slices
- Daily summaries
- Workflow task nudges
- Teams adaptive cards