Signed Client Workspace
Harbor Legal Group Automation Workspace
Provisioned browser automation workspace for launching approved workflows, tracking credit burn, reviewing run evidence, and releasing human checkpoints when trust policy requires it.
Workflow detail
Case Intake Routing
high riskv1.455-110 credits / run
Pull intake form submissions, validate required fields, enrich matter details, and route qualified matters into Clio with attorney review gates.
Systems involved
Intake Portal, Gmail, Clio, HubSpot
Approval policy
Attorney approval before client-facing email or matter creation edits.
Runtime notes
Verification after each portal state change.
Client-facing messaging remains paused until explicit approval.
Artifacts retained for 30 days.
Required connections
Intake PortalGmailClio
Launch Preview
This previews the reserve-before-run billing pattern for a real launch.