Client Intake and Engagement JourneyMarlow & Finch · AI Blueprint · Sample · 25 July 2026
SampleReadable view opens at 100% · drag to pan · Overview shows the whole journey We make your business AI-first.
Client intake
cost-to-serve modelMarlow & Finch Lawyers is a fictional firm. The method, scoring and structure are exactly what we produce for a real engagement. Annual intake workload: about 1,040 hours across roughly 400 new matters, about $231,600 of charge-out cost-to-serve. Fee-earner time at $480/hr realised, support time at $62/hr loaded cost. Per-matter dollars are rounded; the annual figures are calculated from hours.
$579Cost-to-serve per new mattercharge-out cost-to-serve estimate; not price
$344Recoverable per new matter100% automate + 75% assisted
$137,520/yrValue AI recovers across intakesum of the per-step annual recovery on this map
~600 hrs/yrHours returned240 fee-earner + 360 support hours
Marlow & FinchBlue Seas AI
Client Intake and Engagement JourneyReadable journey print · phase 1 of 3
$579Cost-to-serve per new mattercharge-out cost-to-serve estimate; not price
$344Recoverable per new matter100% automate + 75% assisted
$137,520/yrValue AI recovers across intakesum of the per-step annual recovery on this map
~600 hrs/yrHours returned240 fee-earner + 360 support hours
Print view: sequence, cost-to-serve, recovery and productivity. Open the HTML for elapsed duration and the interactive evidence inspector. Fee-earner time is valued at $480/hr realised and support time at $62/hr loaded cost.

1 · Enquiry and qualification

INTrigger

Enquiry received

RoleTrigger
01AI-assisted

Initial triage

Cost-to-serve130 hrs/yr · $24,780Recoverable$18,585/yrProductivity20 min per matter → TBC
02AI-assisted

Conflict check

Cost-to-serve80 hrs/yr · $17,500Recoverable$13,125/yrProductivity12 min per matter → TBC
Marlow & Finch · Journey Map · SampleBlue Seas AI · We make your business AI-first. · Phase 1 of 3
Marlow & FinchBlue Seas AI
Client Intake and Engagement JourneyReadable journey print · phase 2 of 3
$579Cost-to-serve per new mattercharge-out cost-to-serve estimate; not price
$344Recoverable per new matter100% automate + 75% assisted
$137,520/yrValue AI recovers across intakesum of the per-step annual recovery on this map
~600 hrs/yrHours returned240 fee-earner + 360 support hours
Print view: sequence, cost-to-serve, recovery and productivity. Open the HTML for elapsed duration and the interactive evidence inspector. Fee-earner time is valued at $480/hr realised and support time at $62/hr loaded cost.

2 · Scope and engagement

03Human retained

Scope and fee estimate

Cost-to-serve100 hrs/yr · $39,640Productivity15 min per matter → human-led
04AI-assisted

Engagement letter drafted

Cost-to-serve200 hrs/yr · $70,920Recoverable$53,190/yrProductivity30 min per matter → TBC
05Human retained

Client identification and verification

Cost-to-serve210 hrs/yr · $17,200Productivity32 min per matter → human-led
Marlow & Finch · Journey Map · SampleBlue Seas AI · We make your business AI-first. · Phase 2 of 3
Marlow & FinchBlue Seas AI
Client Intake and Engagement JourneyReadable journey print · phase 3 of 3
$579Cost-to-serve per new mattercharge-out cost-to-serve estimate; not price
$344Recoverable per new matter100% automate + 75% assisted
$137,520/yrValue AI recovers across intakesum of the per-step annual recovery on this map
~600 hrs/yrHours returned240 fee-earner + 360 support hours
Print view: sequence, cost-to-serve, recovery and productivity. Open the HTML for elapsed duration and the interactive evidence inspector. Fee-earner time is valued at $480/hr realised and support time at $62/hr loaded cost.

3 · Signing, matter open and handover

06AI-assisted

Engagement letter sent and signed

Cost-to-serve110 hrs/yr · $36,080Recoverable$27,060/yrProductivity17 min per matter → TBC
07Fully automate

Matter opened in the practice management system

Cost-to-serve110 hrs/yr · $11,000Recoverable$11,000/yrProductivity17 min per matter → TBC
08Fully automate

File handover to the fee earner

Cost-to-serve100 hrs/yr · $14,560Recoverable$14,560/yrProductivity15 min per matter → TBC
Marlow & Finch · Journey Map · SampleBlue Seas AI · We make your business AI-first. · Phase 3 of 3
Verdict Fully automate AI-assisted Human retained
Scores 🛡️ Safety /10 ✨ Capability /10
Value recovered back $ value recovered 100% of a Fully-automate step 75% of an AI-assisted step
Confidence & cost confirmed in session estimate ⚠ hidden cost
Step detail
Click or focus any step in the map to see who does it, the value AI recovers, the productivity gain, and the AI Safety / Capability scores. Scores show what AI could safely and capably contribute under the named controls. The verdict shows the firm's operating choice; a high score does not require automation.

A solid dot = confirmed in the session. A hollow dot = an estimate to confirm against your data.