Triage, Referral, and Intake the AI Way

Panel: AI in Legal Intake (Legal Services / Bar Referral Programs) · January 30, 2026

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Opening and participant introductions

Presentation

14:23 → 15:44(1m 22s)

Moderator Quintin Stenhouse (Lehi Legal) opened the session, named panelists and framed the agenda: three AI intake projects (Virginia voice-first, DocAssemble form-driven, and Oregon custom web with AI questions). He outlined platforms used (DocAssemble, FastAPI, Pipecat) and introduced the Fetch classifier concept.

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A panel of legal aid and bar-referral programs discussed three AI-based intake pilots—voice-first intake for Virginia Legal Aid Society, a DocAssemble form-driven classifier for Mid Missouri Legal Services, and an AI-driven online referral tool for the Oregon State Bar—covering design choices, taxonomy mapping, privacy/consent, testing, costs, and readiness to launch.

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Transcript

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