# Urgent Matter Triage — Professional Services AI agent | Mihu AI

Professional Services · Intake

# Urgent Matter Triage

Identify time-sensitive matters and escalate immediately.

Set up this outcome

## Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

## How it works

Asks about any known deadlines during initial intake, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).

Flags anything time-sensitive for immediate attorney/partner attention, written as a priority flag to the PMS, rather than standard next-available scheduling.

Books an expedited consultation and communicates the urgency clearly to the assigned professional.

Never assesses legal deadline risk itself — it flags for professional judgment immediately.

## Data sources

Practice management urgent-matter escalation rules

## What it targets

Time-sensitive matters escalated within 1 hour Target 100%