Never miss a case again
Legal Intake – Done for You A fully managed legal intake service that answers calls, captures the right information, and sends your team clean, attorney-ready summaries.
This demo shows a conversation with an AI intake assistant , not a live staff member .in collaboration with real law firms and refined through live intake use.
How It Works
1. Calls Are Answered 24/7
Every inbound call is handled, including after hours and overflow.
2. Intake Is Structured
Our system follows your intake criteria and collects only essential information.
3. You Receive a Summary
After each call, your firm receives a concise, structured intake summary.
Your firm retains full control over intake questions, qualification criteria, data, and when the service is enabled.
Built for Your Firm
What We Do
Understand your Practice We learn the cases you handle and how you evaluate leads.Define Intake Questions Tailored questions based on your intake requirements.Set Qualification Criteria Configure the System Configure an AI intake assistant that works best with your clients and attorneys.Review & Refine Adjustments based on live call feedback.
What You Get
Fewer missed High-Value Cases Attorney Time Reclaimed Attorneys only review calls that meet your criteria.Consistent Intake Quality No Staff Expansion Scale intake volume without adding staff.
Optional Services
Beyond Phone Intake
Multi-channel intake via WhatsApp, Facebook Messenger, Instagram, and more.Automated follow-ups for incomplete or unresponsive intakes.
CRM integration with systems like Clio, MyCase, and PracticePanther.Automated scheduling that books consultations based on your availability.
Book a Short Call
Let’s see if this is a good fit for your firm.
