AI intake for law firms

Turn every scattered inquiry into a clean case file.

Your client answers a few guided questions in their own words. Your firm gets a structured case file, conflict flags and a booked consult, without your team typing a thing.

1

Disclose

The client tells their story the way they would to a friend.

2

Search

Conflict and duplicate checks run against your records.

3

File

Facts land in one structured case file, in your fields.

4

Protect

Confidentiality, AI disclosure and attorney review stay in the loop.

Most intake forms are useless

The old way and the smart way

Old way

  • Voicemail and phone tag
  • The same details typed into four places
  • A paralegal reconstructs the story
  • Follow-up when someone remembers

Smart way

  • An instant, personal reply
  • One record every step reads from
  • A case file built from the client's own words
  • A follow-up sequence until they book or say no

Three steps

  1. Step 1

    Tell us what happened

    A guided conversation, one question at a time.

  2. Step 2

    We build the case file

    Parties, dates, facts, documents and urgency, sorted.

  3. Step 3

    The firm reviews and books

    A lawyer reads one clean page and the consult is booked.

Unmatched value

Six reasons firms choose it

Start with no risk

Start with one practice area and one intake link. We show you the case files before you roll it out further. We promise no results; we track cycle time, speed to consult and abandoned value so you can see it yourself.

Your first week

  1. Day 1

    Walkthrough

    We map your current intake steps as they are.

    Quoted

  2. Days 2 to 3

    Set up your link

    Your questions, your fields, your tone.

    Quoted

  3. Days 4 to 5

    Test with real scenarios

    Your team reviews sample case files.

    Quoted

  4. Day 7

    Go live

    Leads start flowing into case files.

    Quoted

Questions