New enquiries wait for office hours
A caller who reaches voicemail may contact the next firm before your team can respond.
LEGAL AI RECEPTIONIST · ODOO INTAKE
Turn every first conversation into organized legal intake.
TWINMIND builds an AI receptionist that collects approved intake details, creates the right Odoo record and prepares appointments, follow-up and document work for your team.
- 24/7 administrative intake
- Odoo CRM and Odoo Sign
- Lawyer approval stays mandatory
New enquiry · voice or chat“I need to speak with someone about my situation.”Contact, matter category and approved screening details collected
TWINMIND INTAKECollect
Route
PrepareNo legal advice
Route
PrepareNo legal advice
Odoo CRMLead prepared✓CCalendarMeeting offered✓
LHuman reviewApproval required!
Voice + chatone approved intake across customer channels
Odoo CRMcontact, lead, notes and follow-up activities
Odoo Signapproved template and confirmed signer details
Human reviewconflicts, legal advice and document approval stay with people
THE INTAKE PROBLEM
A promising enquiry can disappear before a lawyer sees it.
Legal teams lose time when enquiries wait, approved intake details are incomplete, the same information is copied into several systems and document work begins without a clear human approval point.
Intake arrives incomplete
Missing names, contact details, matter category or preferred time create another administrative round trip.
Information is copied by hand
Staff move the same details from phone notes into Odoo, a calendar, tasks and document preparation.
Unsafe questions cross the boundary
An intake system must not assess legal merits, promise representation or provide legal advice.
ONE CONTROLLED INTAKE
From first contact to a review-ready legal operations record.
The agent follows questions, routing rules and escalation limits approved by the firm. It records facts; it does not interpret the law.
- 01First response
Answer and explain the intake boundary
Identify the firm, explain that the conversation is administrative intake rather than legal advice, and collect consented contact details.
- 02Approved questions
Collect the minimum useful facts
Ask only the firm-approved matter category, names, location, timing and other screening questions required to route the enquiry.
- 03Safety and conflicts
Stop at the employee boundary
Do not judge conflicts or merits. Deadline language, adverse-party ambiguity, legal questions and sensitive exceptions go to an authorized person.
- 04Odoo CRM
Create a complete intake record
Find or create the contact, create the lead, attach a structured conversation note and assign the approved follow-up activity.
- 05Consultation
Offer a valid appointment when allowed
Use the approved Odoo calendar owner and availability rules; otherwise prepare a callback request with the complete context.
- 06Documents and signature
Prepare, confirm and send only approved documents
Collect missing signer details, use the approved Odoo Sign template and send only after the required human approval and explicit customer confirmation.
KEEP YOUR OPERATING SYSTEM
Connect the conversation to the software your firm already uses.
TWINMIND adds a controlled operating layer around intake, Odoo CRM, scheduling, document collection and employee review. Odoo remains the system of record.
Phone and chat
New enquiries, after-hours intake and follow-up questions using one approved script and customer context.
Odoo CRM
Contacts, leads, structured conversation notes, ownership and the next employee activity.
Odoo Calendar
Consultation availability and confirmed meetings after the approved screening step.
Odoo Sign
Approved templates, confirmed signer details and traceable signature requests after explicit confirmation.
Employee review
Conflict review, legal questions, representation decisions, document approval and sensitive exceptions.
Secure documents
Firm-approved collection and access path for documents that should not remain in a general conversation.
ADMINISTRATION, NOT LEGAL ADVICE
The boundary is part of the product.
The AI performs only approved administrative intake. It does not provide legal advice, assess merits, confirm representation, complete a formal conflict check or select and approve legal documents.
Complete approved administrative work
- Collect identity and contact details
- Ask the firm's approved intake questions
- Create an Odoo lead and structured notes
- Offer a valid appointment time
- Request missing administrative documents
- Prepare an approved Odoo Sign request after confirmation
Own legal and high-risk decisions
- Run and approve the formal conflict check
- Assess legal merits, deadlines and strategy
- Confirm whether the firm will represent the person
- Approve legal documents and the correct template
- Review sensitive or ambiguous information
- Handle complaints, emergencies and unsupported requests
PRIVACY, ACCESS AND APPROVAL
Sensitive intake needs explicit controls.
Collect only what the workflow needs
Each question, field and retention path is agreed before launch. Highly sensitive details can be deferred to a secure employee-led step.
Use minimum Odoo access
The integration user receives only the CRM, calendar and signing permissions needed for the approved workflow; access and record rules are tested.
Fail closed before document sending
Missing signer details, unsupported jurisdiction, an unapproved template or missing confirmation stops the request and returns it to a person.
VERIFIABLE FOUNDATION
Inspect the workflow evidence before a sales call.
Built capability, official platform behavior and future scope are separated. Customer results and legal claims are not invented.
TWINMIND implementation
Odoo integration documentation
Published CRM request capture, conversation notes, follow-up activities, availability and appointment capabilities.
Open source ↗TWINMIND implementationOdoo Sign workflow source
Implementation source for validated signer data, confirmation gates, CRM lead context and agreement dispatch.
Open source ↗Official platformOdoo CRM activities
Odoo documents follow-up activities attached to leads and opportunities.
Open source ↗Official platformOdoo Sign requests and templates
Odoo documents templates, signer roles, authentication, signing order, reminders and links to Odoo records.
Open source ↗MEASURE THE FIRST RELEASEShare of new enquiries that reach the responsible employee as a complete, review-ready Odoo record without manual re-entry or an unsafe automated decision.
Baseline it before launch. Review incomplete fields, human escalations, approvals and CRM follow-up every week.
LOW-RISK FIRST RELEASE
Start with one matter type and a narrow intake.
- 01
Approve the questions
Define required fields, prohibited questions, disclaimers, conflict-safe boundaries and the employee escalation path.
- 02
Map Odoo records and access
Choose the lead fields, activities, calendar owner, approved document template and minimum integration permissions.
- 03
Test difficult conversations
Existing client, adverse party, deadline language, missing identity, ambiguous matter, duplicate lead and explicit requests for legal advice.
- 04
Launch with review
Launch one approved matter category with employee review, monitor incomplete intake and boundary escalations, and expand only after the firm approves the evidence.
LEGAL INTAKE AI QUESTIONS
What legal operations leaders ask first.
Can a legal AI receptionist give legal advice?
No. TWINMIND designs the system for approved administrative intake only. Legal interpretation, strategy, deadlines, merits and representation decisions remain with qualified people at the firm.
Can the AI run a conflict check?
It can collect the exact names and facts required by the firm's screening process, but the formal conflict check and decision remain in the firm's approved system and with authorized employees.
What can the AI write into Odoo CRM?
Within the approved scope, the current Odoo foundation can find or create contacts, create CRM leads, add structured conversation notes and create follow-up activities for an employee.
Can it book a legal consultation in Odoo?
Yes, when the firm approves the matter category, calendar owner, availability rules and intake prerequisites. If a valid slot or required information is missing, the request goes to an employee.
Can the agent send an Odoo Sign document automatically?
It can prepare and dispatch an approved template after required signer details, jurisdiction rules, human approval and explicit customer confirmation are satisfied. Missing or unsupported data fails closed.
How do you protect sensitive intake data?
The first release defines minimum fields, access rights, record rules, document channels, retention expectations and human review. The integration user receives only the permissions needed for the approved workflow.
YOUR INTAKE, YOUR APPROVALS, YOUR ODOO