From first call to signed retainer — automatically.
Intake Agent answers calls and chats, qualifies personal injury leads, captures matter-level data, and sends retainers for e-signature — 24/7, without missed calls or added staff.
Get StartedHow 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.
Up and running in four simple steps
No rip-and-replace. No long onboarding. Intake Agent connects to your existing phones and website and starts working immediately.
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 and overflow calls.
Step 2
Configure Your PI Intake & Retainers
We load your personal injury intake flows — auto accidents, premises liability, dog bites, and more. Your retainer templates are loaded and ready to send.
Step 3
AI Answers, Qualifies & Captures the Case
When a lead calls or chats, Intake Agent takes over — asking the right questions, capturing every detail, and qualifying the case in real time.
Step 4
Retainers Sent & Team Notified
For qualified cases, Intake Agent delivers a structured attorney summary and triggers the right next step — automatically, without your team lifting a finger.
From first contact to signed retainer — handled automatically, every time, 24/7.
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.
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.
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.
Configure Your PI Intake & Retainers
We load your personal injury intake flows — auto accidents, premises liability, dog bites, and more.
The AI automatically:
- Maps all intake fields directly into your CRM or case management system
- Loads your retainer templates
This makes your intake process sharper, faster, and perfectly consistent every single time.
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.
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.
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.
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.
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.
Ready To Sign More PI Clients — Day & Night?
Start with Associate or jump straight to Employee. No contracts. Cancel anytime.
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