Intake Calls Waste Attorney Time on Unqualified Leads
Attorneys spend 30-60 minutes per consultation call, but 60-70% of leads are unqualified, outside the statute of limitations, or have conflicts. Intake staff struggle to ask the right questions, miss critical facts, and fail to capture billable consultation time. Small firms lose $50K+ annually on unbilled consultations, and high-value leads get frustrated waiting days for callbacks.
AI Intake That Works 24/7
Conversational AI that guides potential clients through intake questionnaires, asks follow-up questions based on responses, checks statute of limitations, runs conflict checks against your CRM, and generates engagement letters pre-filled with case details--all before attorney review.
Customizable intake forms for different practice areas (PI, family, criminal)
Natural language conversation: AI asks follow-up questions like a paralegal
Automatic statute of limitations checking by jurisdiction and case type
Conflict check integration with your case management system
Lead scoring: priority, qualified, needs consultation, or reject
Auto-generated engagement letters with case summary and fee structure
From Website Visitor to Qualified Lead
Lead Starts Chat
Potential client fills out intake form or chats with AI on your website 24/7.
AI Qualification
System asks practice area-specific questions, checks SOL, identifies red flags (no damages, frivolous).
Conflict Check
AI queries your CRM for opposing parties, adverse parties, and past representation.
Attorney Handoff
Qualified leads get engagement letter and calendar invite. Unqualified leads get referral resources.
Key Features
Practice Area Templates
Pre-built intake flows for personal injury, divorce, criminal defense, estate planning, and business law.
Smart Follow-Ups
If lead mentions "car accident," AI asks about injuries, fault, insurance, and police report--automatically.
CRM Integration
Syncs with Clio, MyCase, PracticePanther. Creates client records, tasks, and calendar events automatically.
Engagement Letters
Generates state-specific engagement letters with scope, fees, and client rights. Ready for e-signature.
Conversational AI Stack
Who Benefits?
Personal Injury Firms
Qualify car accident leads instantly. Capture case details before prospects call 5 other firms.
Family Law
Screen divorce cases for complexity. Identify high-conflict custody cases requiring senior attorney.
Solo Practitioners
Never miss a lead. AI handles intake while you are in court, with clients, or on vacation.