AI Matter Intake Summariser

WHAT IT DOES

AI Matter Intake Summariser transforms legal and compliance matter data into clear, structured summaries. Provide the matter type, requester, description, urgency, and stakeholders. The AI agent synthesizes this information into a structured matter intake summary that includes: an overview of the matter context, a matter classification identifying the nature of the issue, a stakeholder analysis mapping key parties, an urgency assessment with prioritisation, and actionable next steps for resolution. Whether you're managing legal intake, compliance investigations, or regulatory matters, this tool delivers consistent, well-structured matter intake summaries in seconds—work that traditionally requires careful analysis and coordination.

HOW TO USE

Using AI Matter Intake Summariser is straightforward within BotSurf. Open the app, paste your BotSurf API key once to authenticate, and you're ready to begin. In the input box, describe the matter with these key elements: the matter type, requester, description, urgency, and stakeholders. Press the run button and the agent returns a complete, structured matter intake summary you can use to support matter management, communicate with stakeholders, or prepare legal documentation. The interaction is conversational—refine details or provide additional context to adjust the summary content and recommendations.

WHAT IT SENDS

The agent sends exactly the text you type into the input box—nothing more, nothing less. No metadata, no hidden context, no background data collection. When you press the button, the plain text you entered is transmitted to the AI model for processing. The response is the generated matter intake summary. Usage logs record only the count of runs for billing purposes; they do not log, store, or retain the content of your queries or the summaries produced. Your matter details and case information remain private and are not used for training or any other purpose.

SUBSCRIPTION

AI Matter Intake Summariser is available for $19.99 per month. Every subscription includes a 7-day free trial—no commitment, no upfront charge, cancel anytime during the trial at no cost. The plan provides 100 runs per month, which is sufficient for summarising multiple matters, supporting legal intake processes, or preparing compliance documentation. Unused runs do not roll over. You can upgrade, downgrade, or cancel your subscription at any time from your BotSurf account settings. Payment is processed securely through BotSurf's standard billing system.

THE PANEL

The app runs in BotSurf's panel interface. Drag the panel to reposition it anywhere on screen, snap it to left or right side for split-view productivity, collapse it to a minimized icon when not in use, and press Escape to close it instantly. The panel remembers your preferred size and position across sessions.

PLEASE NOTE

AI-generated matter intake summaries are for informational and planning purposes only. Matter classifications, urgency assessments, and next steps should be validated against your organization's specific legal, compliance, and operational procedures. Always review and verify matter intake summaries with qualified legal, compliance, and management professionals. This tool does not provide professional legal advice, compliance consulting, or regulatory guidance. The organization remains solely responsible for its matter management decisions and implementation outcomes.