New-matter intake, handled before your fee-earners arrive.

People with legal problems don’t wait for Monday at 9am. Zatio takes the call or captures the matter on WhatsApp or your website, flags anything urgent or conflicted, and books an intake call with the right fee-earner, so your team starts Monday with triaged work, not inbox triage.

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Sofia takes the first details, never legal advice

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Client intake out of hours

Someone who has just been served, dismissed or bereaved rings when it happens, not at 9am on Monday. Zatio takes the first details by phone, WhatsApp or the website (area of law, what happened, any deadline), flags what is urgent and books the first consultation with the right fee-earner. It never gives legal advice. The step by step, with the video, is in Out-of-hours client intake for solicitors, without legal advice.

What wins a new-matter enquiry

Partners don’t answer WhatsApp at 9pm

And they shouldn’t have to. The client who has just been notified of a divorce, a dismissal, or a deceased’s estate can get a reply that evening and book a consultation.

A conversation, not a form

A conversation that asks the right questions one at a time suits a high-intent enquiry far better than ‘complete our intake form’, and converts it.

Triage before the partner’s time is booked

Your front desk stays polite and professional, and Zatio adds the triage: a likely limitation-barred PI claim or a conflicted party is flagged before the partner’s time is booked.

Built for a regulated profession

Zatio doesn’t give legal advice. It captures the matter, flags risk, and books the call: the bits your fee-earners shouldn’t be doing themselves.

Practice-aware intake

Scripts for family, private client, employment, personal injury, conveyancing, commercial. Asks the right first questions for each matter type.

Urgency flags

Limitation periods, injunctions, arrests, deadlines: flagged to the duty partner as urgent, out-of-hours if you want.

Basic conflict triage

Captures the parties’ names, cross-references your conflict list, and flags potential conflicts before an intake call is booked.

Matter summary

Fee-earner walks in to a one-paragraph matter note, not a chat transcript. Ready for Clio, LEAP, Actionstep, or your case-management system.

Books with the right fee-earner

By matter type, seniority and availability. Straight into your calendar via Microsoft Bookings, Cal.com, Clio Grow, or a shared booking URL.

Professional-conduct safe

Never advises. Never quotes hourly rates or fixed fees without you authorising the script. SRA-aware framing on every outbound message.

Questions we hear a lot

Does it give legal advice?

No. Zatio takes the details of the matter, flags deadlines and urgency, and books the consultation with the right fee-earner. Anything that needs a professional opinion goes to a person.

Won’t it give legal advice and get us in trouble?

No. That’s the single most-constrained thing in the system. Zatio is explicitly trained to capture facts, ask clarifying questions, and route to a fee-earner. It never opines on merits or limitation.

SRA and GDPR: where do we stand?

GDPR-compliant hosting in the EU, signed DPA, data-deletion on request. SRA-wise, the scripts you approve become your firm’s published communications: you own them; we implement them.

What about conflicts?

Basic front-line conflict triage: names cross-checked against a list you upload. It’s not a replacement for your formal conflict check at intake; it’s a first filter so you don’t burn partner time on hopeless conflicts.

Does it integrate with Clio / LEAP / Actionstep?

Via webhooks + email handoff today. Native Clio Grow and LEAP connectors are on the roadmap: ask us what you use.

How do fee-earners receive the intake?

A clean matter summary by email, a Teams/Slack ping, or straight into your case-management system. You choose: each fee-earner can have their own rule.

See it triage a real enquiry

Book 20 minutes. Tell us what practice areas you take on. We’ll show you a real transcript, urgent, out-of-hours, with a conflict flag, ending in a partner’s diary entry for Tuesday morning.

Book a 20-min demo