How PUG Works

From first contact to attorney-ready — an interactive walkthrough of how PUG captures, qualifies, scores, deepens, and prepares — and how your firm decides and acts on what comes in.

01 — Capture

A conversation becomes usable information.

Illustrative example
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Structured Facts
Name
—
Matter type
—
Incident date
—
Contact
—

PUG replaces outdated forms with intelligent intake that engages every prospective client the moment they reach out — no lead waits for office hours to begin intake.

02 — Qualify

Context changes what PUG asks next.

Personal Injury · GeorgiaIllustrative example

Fact categories for this context

Incident timelineNext up
Location context
Parties & insurance
Injuries & treatment
Reports & documentation
Settlement activity

PUG's next question

"To help our attorneys establish the timeline for the incident in Georgia, could you tell us the specific date it happened?"

Targets: Incident timeline

Both the type of matter and the jurisdiction inform what information matters next. Jurisdiction context is gathered for attorney review — PUG does not provide legal advice or determine applicable law.

03 — Score

Explore what the assessment is made of.

OVERALL ASSESSMENT

Illustrative example

04 — Decide

The firm chooses the branch.

Assessment Summary
Legal SignalUrgencyEvidenceReadiness

Decide turns intelligence into action. The assessment helps the firm prioritize the opportunity and determine the next step. The firm remains the decision-maker.

Operational Output of DECIDE

Choose the destination.

Intelligence PacketQualified intake summary · Assessment · Key facts · Next action
New
→
Qualified
→
Contacted
→
Consultation

PUG provides a lightweight intake/lead pipeline with next-action visibility

Use PUG as your intake workspace — or fit qualified intake into the systems your firm already uses.

05 — Deepen

Integrity states: select what PUG encounters.

Unknown stays unknown — PUG asks the targeted question; it never invents an answer.

PUG's follow-up question

"Could you tell us the specific date the incident occurred?"

Illustrative example

When more is needed, PUG knows exactly what to ask next. It does not guess.

06 — Prepare

Intelligence resolves into the attorney brief.

Accumulated Intelligence

Name: Sarah MitchellMatter: Car accidentDate: March 15thLegal SignalUrgencyEvidenceClient ReadinessDate conflict flaggedPhotos: not yet shared

Attorney Brief

Your attorney walks into the meeting already prepared for the case.

Sarah Mitchell — sarah.m@email.com · 404-555-0142. Other party: driver of following vehicle, insurance carrier unknown.

A structured brief — facts, evidence, risks, and open questions — is ready before the first call.

Run a scenario through PUG

You've seen how PUG captures, qualifies, scores, deepens, and prepares — and how your firm decides what happens next.