Building an AI Legal Front Door: Automating Intake, Answers & Escalation
Nadia Louis-Hermez of ERGO NEXT and Somya Kaushik of Checkbox walk through how ERGO NEXT built an AI legal front door that answers routine questions from approved sources and escalates the right work to a lawyer.
AI answers the routine. Lawyers get the work that needs them.
How much routine work can AI take off your legal team’s plate, and how do you make sure the right work still reaches a lawyer?
Watch the session on demand. Nadia Louis-Hermez, Head of Legal Operations at ERGO NEXT, and moderator Somya Kaushik, Chief Legal Officer at Checkbox, walk through how ERGO NEXT built its legal front door. They cover how it gives the business answers from approved sources, recognizes when a request needs legal judgment, and creates a clear path from question to resolution.
What you’ll learn
- Decide where AI can handle routine questions and where a lawyer needs to step in
- Build a legal front door around your team’s policies, expertise, and responsibilities
- Connect automated answers to intake, routing, and escalation
- Set review checkpoints, clear ownership, and an audit trail
- Test your first workflow and turn it into infrastructure you can extend across legal
The leaders behind the conversation.
Perspectives from legal operations, in-house leadership, and workflow technology.
