LegalSquirrel gives clinics, firms, and legal organizations a governed record that begins the moment someone asks for help — and grows with every touchpoint from there. Every AI-assisted step is yours to review and accept, augmenting the professional rather than replacing them. No one explains their situation twice. No professional starts from scratch.
Who are you?
Client
Find help, tell your story once, and stay in control
Lawyer
Governed intake, AI-assisted drafting, and a network that refers the right clients
Executive Director
Run clinics, manage volunteers, and report to funders — from one governed platform
Condo Manager
Give residents a governed way to raise issues and find answers
Every part of the platform — intake, story-building, drafting, referrals — draws from the same trusted record. Nothing duplicated. Nothing lost.
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The case starts here. A structured intake flow captures the matter, builds the first version of the client's Story, and queues it for the right professional — attorney, clinic, or auto-referral.
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A living record that grows with every touchpoint — intake sessions, clinic visits, uploaded documents, attorney meetings. Versioned, governed, and always current.
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Knowledge-connected drafting that draws from case facts and reusable Knowledge Modules to produce governed work product — grounded in the specific materials that actually inform the work.
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Turn governed drafts into real outputs — advice letters, court filings, client questionnaires, or a referral to the right organization with the full Story already attached.
See how it works →From law schools and firms to neighborhood associations and community groups — anyone who helps people navigate legal questions can build on LegalSquirrel.
LegalSquirrel turns trusted materials into governed, reusable knowledge services — so you can draft with confidence and build learning systems grounded only in approved sources.
Each trusted source is assigned an authority level, status, provenance record, and a set of known facts and unknowns — before it ever reaches an assistant.
A hard retrieval gate ensures only sources with valid, current contracts are eligible for use in drafting and workflows. Unreviewed material never slips through.
Mark any source as Review Required, Unreviewed, or Not Usable. It stays blocked from assistants and workflows until a human resolves it — no silent degradation.
Multiple assistants draw from the same governed source contract. When content changes, contracts are regenerated once — every assistant stays current automatically.
Whether a client was referred from a partner organization or found LegalSquirrel on their own, intake is no longer a one-time form submission — it's the first stage of a persistent knowledge workflow. By the time a client sits down with an attorney, law student, or clinic staff, the substantive work has already begun.
The Client Story isn't a form you fill out once and submit. It's a living record — built at intake, deepened at every clinic visit, updated after every meeting, and versioned every time something meaningful changes. The story evolves as long as the case does.
The Drafting Module is not an AI text generator. It's a knowledge-connected workspace that combines case facts, a governed Knowledge Module, and professional instructions to produce drafts grounded in the specific materials that actually inform the work.
LegalSquirrel closes the loop with deliverables. Whether a clinic is helping a client for a single day, a firm is preparing a filing, or a client needs to complete a post-intake questionnaire on their own time, the platform produces real work product grounded in governed knowledge.
External reporting requirements — courts, funders, regulators, bar foundations — become installable profiles that run against your live operational data. Every number shows where it came from, what the system is confident about, and what still needs a human.
From intake to post-visit follow-up, LegalSquirrel handles the logistics so attorneys and clinic staff can focus on the people in front of them.
Clients arrive with a story already started. The intake form collects the matter type, location, and supporting documents — and begins building the Client Story before the first visit is even scheduled.
Attorneys walk into each visit with the client's full story in front of them. Slots can be auto-scheduled or manually managed — and the system tracks completions, outcomes, and advice given in real time.
The visit isn't the end of the story — it's a new entry in it. Advice, next steps, and referrals issued during the visit all feed back into the client's record and trigger any follow-on actions automatically.
Bar associations and legal organizations can operate a governed referral service — attorneys set their preferences, clients submit their needs, and the platform routes the right matter to the right person automatically.
The bar or organization configures the referral service once. Participating attorneys opt in, set their practice areas and geography, and define how many active matters they can take on at any given time.
A client submits their legal matter through a governed intake form. The system captures the matter type, location, and financial context — enough to match without requiring a full intake session first.
The auto-referral engine qualifies candidates, applies fairness rules, and routes the matter to the best available attorney — with the client's story already attached. No coordinator. No spreadsheet. No phone tag.