AI Intake Assistant
Run structured intake on every new inquiry so the lawyer opens the file with the facts already captured.
Before
Intake drags across email and phone tag; facts arrive incomplete and consultations start behind.
After
Every inquiry captured against a matter-type checklist and summarized to the file before the consultation.
What it handles
- Run guided intake by voice or text against a matter-type checklist
- Capture parties, dates, documents, and the client's desired outcome
- Flag potential conflicts and jurisdiction issues for review
- Summarize each intake to the file with a recommended next step
When it hands off to a human
Escalates to a lawyer whenever the caller asks for advice, the matter is time-sensitive, or a conflict is flagged — it gathers facts, it never opines on them.
Works with your stack
Our live AI demo line is coming soon — join the list and we'll invite you to try it first.
/demo →Frequently asked questions
Will it decide whether we take the case?
No. It captures the facts and flags what matters; the lawyer decides whether to take the matter.
Can it handle intake by text as well as voice?
Yes. It runs the same structured intake by phone or by text in the client's language.
How does it know what to ask?
It follows the intake checklist you define per matter type — family, real estate, immigration, and so on.
Where does the intake go?
Straight to the matter in your practice-management system, with a summary and a recommended next step.
Is the intake confidential?
Yes. Intake data is handled under our Law 25 controls and treated as privileged from the first contact.
Last updated: July 2026