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STEP 1

Connect Your Phones & Website

We connect Intake Agent to your existing phone numbers, website chat, and forms.
You choose when AI answers: 24/7, after-hours only, or just missed/overflow calls.

What the AI does:

  • Greets the client immediately

  • Collects name, contact info, and case type

  • Handles conversations politely and consistently, 24/7

This ensures every lead gets immediate attention so you never lose potential clients to slow response times.

Client Contact Begins

AI instantly answers every call or chat with fast, professional, human-like responses — no delays.

What the AI does:

  • Greets the client immediately

  • Collects name, contact info, and case type

  • Handles conversations politely and consistently, 24/7

This ensures every lead gets immediate attention so you never lose potential clients to slow response times.

AI Qualifies the Case

Next, the AI runs a full PI-specific intake, asking the same questions your team would.

The AI automatically:

  • Asks all required intake questions

  • Captures injuries, incident details, liability, and more

  • Filters out unqualified or irrelevant cases

This makes your intake process sharper, faster, and perfectly consistent every single time.

STEP 2

Configure Your PI Intake & Retainers

We load your personal injury intake flows — auto accidents, premises liability, dog bites, and more.

The AI automatically:

  • Map all intake fields directly into your CRM or case management system

  • Load your retainer templates

This makes your intake process sharper, faster, and perfectly consistent every single time.

STEP 3

AI Answers, Qualifies & Captures the Case

When a lead calls or chats, Intake Agent:

What the AI does:

  • Asks the right PI-specific questions

  • Captures injuries, liability facts, coverage details, and contact info

  • Qualifies the case in real time

  • Automatically creates the contact and matter in your system

By the time you follow up, AI has already completed the full intake workflow for you.

STEP 3

AI Answers, Qualifies & Captures the Case

When a lead calls or chats, Intake Agent:

What the AI does:

  • Asks the right PI-specific questions

  • Captures injuries, liability facts, coverage details, and contact info

  • Qualifies the case in real time

  • Automatically creates the contact and matter in your system

By the time you follow up, AI has already

completed the full intake workflow for you.

STEP 4

Retainers Sent & Team Notified

For qualified cases, Intake Agent:

The AI automatically:

  • Sends your retainer for e-signature

  • Updates your pipeline automatically

  • Notifies the right attorney or intake supervisor instantly

Your team picks up the case ready to work — not chasing details.

Privacy Policy

Last Updated: January 17, 2026

1. Introduction

SCENTFLY INC we is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your information when you use our website and services, including SMS marketing, email marketing, appointment reminders, and website tracking tools. By using our services or opting into our communications, you agree to this Privacy Policy and our Terms and Conditions.

2. Information We Collect

Contact information

We may collect your name, email address, phone number, and mailing address when you submit forms, book appointments, request information, or otherwise provide it to us.

Communications data

If you opt in, we collect your messaging preferences and maintain records of consent and opt out activity related to SMS and email communications.

Usage and device information

We may use cookies, pixels, and analytics tools to collect information about how you use our website. This may include your IP address, browser type, pages visited, and interaction data.

Appointment and service data

If you schedule appointments or use our services, we may collect details associated with those interactions.

3. How We Use Your Information

We use your information to:

Provide requested services and customer support

Send appointment confirmations and reminders

Send SMS and email communications that you have explicitly consented to receive

Improve our website and marketing performance using analytics

Maintain compliance records related to consent and opt outs

Protect our business and users, including fraud and security monitoring

4. Cookies and Tracking Technologies

We use cookies and similar technologies to personalize your experience and understand how our website is used. You can control cookies through your browser settings. Some features may not work correctly if cookies are disabled.

5. How We Share Your Information

We do not sell your personal information. We do not share mobile phone numbers, SMS opt-in data, or consent information with third parties or affiliates for marketing or promotional purposes. We may share information only in the following limited circumstances:

Service providers

We may share information with trusted vendors who help us deliver services, such as SMS and email delivery, customer support tools, scheduling tools, and analytics providers. These providers may only use information to perform services on our behalf.

Legal and safety

We may disclose information if required by law or to protect the rights, safety, and security of SCENTFLY INC, our users, or others.

Business transfers

If SCENTFLY INC is involved in a merger, acquisition, or asset sale, information may be transferred as part of that transaction. Any successor will be required to honor this Privacy Policy.

Third-party sharing

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

6. Your Choices

SMS opt out

You can opt out of SMS messages at any time by replying STOP to any message. After you send STOP, we will send a confirmation message and you will no longer receive SMS messages unless you opt back in.

Email opt out

You can unsubscribe from marketing emails by clicking the unsubscribe link in the email.

Access and correction

You may contact us to request access to, correction of, or deletion of your personal information, subject to applicable law.

7. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is fully secure, so we cannot guarantee absolute security.

8. Children’s Privacy

Our services are not intended for children under 13 and we do not knowingly collect personal information from children.

9. Updates to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted with a new Last Updated date.

10. Contact Us

If you have questions about this Privacy Policy, contact:

SCENTFLY INC

Address: 499-77 Sunrise Highway N Service R

Phone: (212) 500-1189

Email: [email protected]

Copyright 2026. Intake Agent . All Rights Reserved.

Receive Instant Updates

Once the intake is complete, you get everything delivered automatically.

You instantly receive:

  • Full call or chat transcript

  • Automatic CRM updates

  • A qualified lead summary

By the time you follow up, AI has already

completed the full intake workflow for you.

Invent Agent is the AI-powered intake solution built for personal injury law firms — answering every call, qualifying every lead, and sending retainers automatically to help firms sign more clients with less effort.

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