Local / Desktop reference architectureMatter intake and triage
A Local / Desktop reference architecture for matter intake and triage in Legal. Triggered by new matter request submitted, Padiso orchestrates 3 specialist agents on Claude Code + Ollama, on your machines, reaching matter management and your tools through the Model Context Protocol, with budgets, approvals and an audit trail throughout.
Local / DesktopRuntime: Claude Code + Ollama, on your machinesTrigger
New matter request submitted
Legal
Orchestration
Padiso Orchestrator
goals · tasks · heartbeat
Governance
budgets · approvals · audit
Runtime & agents
Agent runtime
Claude Code + Ollama, on your machines
Contract review agent
agent
Matter intake agent
agent
Research agent
agent
Integrations · MCP
MCP gateway
Your systems
Matter management
Conflicts system
Document repository
How the data flows
Trigger: New matter request submitted
- 1
Intake agent triages the request, conflicts-checks and gathers required documents
- 2
It opens the matter and assigns the right owner and template
- 3
Drafts the engagement letter and initial document set
- 4
Routes to the responsible attorney for approval
Agent team
- Contract review agent
- Matter intake agent
- Research agent
Integrations
Reached through the Model Context Protocol, scoped and governed.
Runtime & data
Claude Code + Ollama, on your machines
Matter management
Conflicts system
Document repository
Security & operational considerations
- Conflicts check mandatory before opening
- Audit trail across the matter lifecycle
- Approvals on engagement terms
Local / Desktop deployment
Self-hosted: agents and models run on your machines, so regulated data and credentials never leave your network. Best when data residency is non-negotiable.
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