HermiaReceive.
A practice-approved, secure intake channel after scoping
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SCOPED PILOT / NOT LIVE
HERMIA / LEGAL OPERATIONS
A clearer intake. Never legal advice.
A practice may need to understand the general nature of a new enquiry before a qualified person reviews it. A carefully scoped administrative flow can help collect the right callback context without making legal claims or asking for confidential matter details in an unsuitable channel.
AVAILABILITY / SCOPED PILOT / NOT LIVE
Concept requiring a practice-approved pilot. No live legal practice-management connection, conflicts check, privilege assessment or legal advice capability is offered on this page. A pilot would require the practice’s approved privacy and escalation design.
01 / THE OPERATING PATHFrom first signal
From first signal
to the right person.
This is a proposed setup, not a service already connected for this industry.
Clarify.
What general matter type and jurisdiction should the team expect, and what is the safe contact route for a staff member to follow up?
Prepare.
An administrative intake summary to an authorised person for assessment.
02 / ILLUSTRATIVE MESSAGEOne question
One question
changes the brief.
A fictional, industry-specific exchange styled as a message thread. It is not a real customer chat, a live WhatsApp conversation or evidence of an active integration.
Hermia / Legal operationsIllustrative message concept
“I received a letter about a contract dispute and it mentions Friday.”HERMIA / POSSIBLE FOLLOW-UP
“Please do not send the letter or confidential details in this chat. What is the general matter type and jurisdiction, and how can the practice call you? A lawyer must review any deadline.”Fictional example. Question wording, channel and escalation must be approved and tested for each business.
03 / WHAT THE TEAM NEEDSThe detail that
The detail that
makes a difference.
- General matter category
- Jurisdiction and callback details
- Appropriate human escalation
- Privacy and minimum necessary information
Hermia Notes · optional feature
Your customers ask. Hermia answers.
Hermia already asks your customers your questions. With Hermia Notes, it answers theirs too, from what your team tells it, day or night.
Keep Hermia up to date the way you’d tell a colleague: “Conveyancing is now $1,200”, or a PDF of your fee schedule. Hermia answers your customers from it, in your words, checked twice before anything is sent. When the notes don’t cover a question, Hermia asks the person who knows and passes their answer on word for word.
It answers questions like- “How much is a conveyance?” (fees exactly as published)
- “What happens at the first meeting?”
- “What should I bring?”
- “How long does it usually take?”
- “Who would handle it?”
Never: legal advice, prospects, or whether they have a case.
Your team adds notes on WhatsApp, or on the Notes page on any phone or laptop.
Hermia Automate · optional feature
Your CRM, updated without typing.
The everyday updates that aren’t a new enquiry, like a signed engagement letter or a payment received, go into your CRM without anyone typing them in. Hermia already looks after your new enquiries.
A client returns the signed engagement letter. Send Hermia the PDF: it goes on the client’s matter under Engagement, with the date it was signed.
What it puts in your CRM, under your headings- Signed documents: engagement letters and authorities, on the right matter
- File notes: what was said on a call, in the words you used
- Payments: money received, with the amount and the date
- Client details: a new number, email or address
Where it goes: Laid out under the headings you choose and emailed to your office, ready to add.
Your team sends a voice note, photo or PDF on WhatsApp, or from the Hermia page on any phone or laptop. Check it first, or let it go straight in.
RESPONSIBILITY STAYS HUMANClearer context.
Clearer context.
Better judgement.
Hermia does not provide legal advice, determine conflicts, assess privilege, establish a solicitor-client relationship or decide whether a matter can be accepted.
QUESTIONS WORTH ASKINGKnow what
Know what
comes next.
Can Hermia clear conflicts?
No. A qualified member of the practice must perform its own conflicts process.
Can a client share a confidential file?
Not through an unapproved pilot channel. Document intake, consent and safeguards must be designed and tested with the practice first.
SCOPED PILOT / NOT LIVE
Start with a proper scope, not a promise.
Discuss a legal intake pilot ↗A pilot is not sold or activated from this page. Contact Hermia to discuss feasibility, safeguards and connection testing.