Turn More PI Leads Into Signed Cases
A 24/7 AI intake system for personal injury firms — capturing, qualifying, and routing every lead across web, chat, voice, and phone.
Built specifically for PI firms that want to stop missing leads, respond faster, and convert more qualified cases.
How Intake Agent Works
Every lead that reaches out gets captured, qualified, and delivered to your team ready for review and action.
Intake Agent
AI · 24/7 · HIPAA
Fewer missed leads, faster attorney review, and more signed cases — without adding headcount or changing your tech stack.
Your firm is losing cases it should be signing
Not because of bad lawyers. Because of slow intake.
No one answers after hours
Accidents don't happen on a schedule. If your intake stops at 5pm, so does your pipeline.
Leads go cold before anyone follows up
PI leads call 3 firms. The fastest one wins. Delayed responses mean lost cases — every time.
Retainers sent too late — or not at all
The moment a lead says yes, the retainer should be in their inbox. Every minute of delay is a risk.
of PI leads sign with the first firm to respond
covers the cost of better intake for an entire year
One signed case pays for Intake Agent
The cost is not the software. The cost is the missed case.
Traditional Answering Services
Per Minute Cost
Only Takes Messages
Intake Agent
Per Minute Cost
Actually Signs Cases
One good PI case covers the cost of better intake for an entire year. The bigger risk is what happens when no one answers, no one follows up, and no one sends the retainer.
Choose the right system for where your firm is today
Start with lead capture, upgrade into automation, then expand when your firm is ready.
Core
No setup fee
Your 24/7 AI intake front desk for web and phone. Stop missing leads. Replace voicemail and contact forms with a smarter, always-on intake system.
What's included
- 24/7 AI chat + voice intake (web & phone)
- 2-way SMS & branded email
- PI qualification summary + transcript
- Attorney decision tree output
- CRM mapping, dashboards & pipelines
- $50/mo usage credit included
Pro
+ $1,000 setup fee
Everything in Core, plus automation that moves cases forward — retainers, consults, referrals, follow-up, and declines handled automatically.
Everything in Core, plus:
- Automated retainer delivery & reminders
- Consultation booking & appointment reminders
- Co-counsel referral routing
- Social media intake agents
- Decline & follow-up workflows
- $100/mo usage credit included
Optional add-ons
- + Reputation Engine
- + GHL AI Employee
- + Acquisition Engine
Enterprise
Tailored pricing
For larger PI firms, multi-office operations, and firms that need custom workflows, deeper implementation, and expanded support.
Everything in Pro, plus:
- Dedicated account manager
- Custom integrations & workflows
- Priority support & onboarding
- SLA guarantees
- Custom usage credits
- White-glove implementation
Core captures
Web and phone intake, PI qualification, and attorney-ready summaries — 24/7.
Pro automates
Retainers, consults, referrals, follow-up, and declines — handled automatically.
Enterprise scales
Custom workflows, dedicated support, and white-glove implementation for larger firms.
See what changes as you grow
The difference between tiers is not just more features — it's what happens after the intake comes in.
| Core$297/mo | Most PopularPro$480/mo | EnterpriseCustom | |
|---|---|---|---|
| Intake Coverage | |||
| AI voice phone number | |||
| Website chat widget | |||
| Voice chat in widget | |||
| Welcome video | |||
| Conversational AI | |||
| Social intake agents | — | ||
| Communication | |||
| 2-way SMS | |||
| Branded email subdomain | |||
| Attorney Review | |||
| PI qualification summary | |||
| Full transcript | |||
| Attorney decision tree recommendations | |||
| CRM & Pipeline | |||
| Matter Object CRM mapping | |||
| Dashboards & pipelines | |||
| Notifications & workflows | |||
| Partner Object & referral orchestration | — | ||
| Workflow Automation | |||
| Send retainer workflows | — | ||
| Retainer reminder sequences | — | ||
| Consultation booking & reminders | — | ||
| Ask-for-more-info workflows | — | ||
| Decline workflows | — | ||
| Growth & Reputation | |||
| Reputation Engine | Add-on | Add-on | |
| GHL AI Employee | Add-on | Add-on | |
| Acquisition Engine | Add-on | Add-on | |
| Ad Manager | — | — | |
| Sites + prebuilt PI websites | — | — | |
| Review request workflows | — | — | |
| Usage & Support | |||
| Monthly usage credits | $50 | $100 | Custom |
| Dedicated account manager | — | — | |
| SLA guarantees | — | — | |
| White-glove implementation | — | — | |
| Get Started | Get Started | Contact Us | |
See what your team gets after the intake
Every conversation is organized into a format your firm can actually use — structured, visible, and ready for action.
A structured summary your attorney can act on immediately
Every intake delivers a PI qualification summary with the key facts, transcript, and clear decision options — so your attorney spends time on legal work, not data entry.
Every lead mapped into your CRM — automatically
Every intake becomes a structured Matter in your CRM with stage, status, and next steps visible at a glance. No manual data entry, no re-typing notes.
Marcus T.
Motor Vehicle Accident
Sandra R.
Slip & Fall
James L.
Dog Bite
Aisha K.
Workplace Injury
Your team should not have to dig through messy conversations to figure out what happened. Intake Agent turns every intake into something structured, visible, and actionable.
TESTIMONIALS
What Our Clients Say
“Intake Agent paid for itself in the first week. We were missing more calls than we realized, especially at night and on weekends. Now every lead gets answered and qualified, and my attorneys only see real cases with retainers already out.”
“We were about to hire another full-time intake person. Instead, we put Intake Agent in front of our phones and web leads. It handles the scripts, asks all the right PI questions, and sends retainers. We reallocated that salary into marketing.”
“Our biggest leak was after-hours and weekend calls. Intake Agent became our 24/7 intake paralegal. We get transcripts, summaries, and signed retainers waiting in the morning. It’s like having an intake team that never sleeps.”
“The difference is what happens after the call. Every detail is mapped into our case object—injuries, liability, coverage, contact info. My team doesn’t waste time re-typing notes from emails or sticky pads anymore.”
“We were already spending heavily on marketing. Intake Agent helped us stop losing the calls and form leads we were paying for. Our signed case rate is up about 20% just from faster responses and automatic retainer sends.”
Frequently asked questions
Everything you need to know about Intake Agent. Can't find what you're looking for? Reach out to our team.
Book a DemoIntake Agent helps personal injury law firms capture leads across web and phone, qualify them through AI-guided intake, deliver attorney-ready summaries, and route every case into the right next step.
Core includes 24/7 AI intake on web and phone, chat and voice intake, welcome video, 2-way SMS, branded email sending, PI qualification summaries, transcripts, Matter Object mapping, dashboards, pipelines, notifications, and $50/mo in usage credits.
Pro includes everything in Core, plus the workflow engine that automates decision-tree outcomes — sending retainers, booking consultations, following up for more information, declining cases, and routing referrals to co-counsel partners. Pro also includes social intake agents and $100/mo in usage credits.
Elite includes everything in Pro, plus AI Employee, Acquisition Engine, Reputation Engine, Ad Manager, Sites, prebuilt PI websites, prebuilt PI landing pages, acquisition assets, client follow-up workflows, review request workflows, and the full growth stack with $100/mo in usage credits.
Yes. Intake Agent captures leads through your website and through a dedicated AI intake phone number — available 24/7 on both channels.
Yes, on Pro and above. Core captures, qualifies, summarizes, and notifies. Pro and Elite add the workflow automation that handles retainer delivery, consultation booking, and other next steps automatically.
Yes. Pro and Elite include Partner Object support and co-counsel referral orchestration so cases can be routed to the right partner automatically.
Yes. Intake Agent helps your firm capture, organize, and automate intake operations, but your legal team remains in control of final case decisions and legal representation.
Yes for Pro ($1,000) and Elite ($2,500). These tiers require implementation and workflow configuration. Core does not require the same level of setup and has no setup fee.
No long-term contract on the Core plan. You can cancel anytime before your next billing cycle. Higher tiers may use simple term agreements, but they are designed to be firm-friendly — not 3-year telecom contracts.
Yes. Many firms start with Core and upgrade into Pro or Elite as they want more automation and growth functionality. You can scale up at any time.
Ready To Sign More PI Clients — Day & Night?
Start with Associate or jump straight to Employee. No contracts. Cancel anytime.
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