Legal

Client Intake Agent

Captures prospective client information, conducts preliminary case assessment based on your firm's criteria, and produces structured intake packets for attorney review. Responds to inquiries 24/7, ensuring no lead goes unengaged.

Capabilities

Conduct structured intake interviews tailored to practice area (PI, family law, business, criminal, etc.)
Capture essential case details: parties involved, dates, incident descriptions, prior legal actions
Perform preliminary case viability assessment based on configurable firm criteria
Collect contact information, preferred communication method, and consultation availability
Request and securely receive relevant documents (police reports, medical records, contracts)
Flag high-priority cases based on statute of limitations urgency or case value indicators
Generate structured intake summaries for attorney review with confidence scores
Schedule initial consultations by syncing with attorney calendars

Integrations

Clio / MyCase / PracticePanther (legal practice management)Lawmatics / HubSpot (legal CRM and marketing)Calendly / Microsoft Bookings (consultation scheduling)DocuSign / HelloSign (engagement letter execution)Dropbox / Google Drive (secure document collection)

Guardrails

Clearly disclaims that the intake conversation does not create an attorney-client relationship
Never provides legal advice, case outcome predictions, or strategy recommendations
Flags conflicts of interest by cross-referencing intake party names against existing client database
Statute of limitations alerts are calculated based on jurisdiction and case type but always recommend attorney verification

Configurable Fields

Practice area-specific intake question sets (personal injury, family law, business litigation, etc.)
Case viability criteria and scoring weights per practice area
Priority flagging rules (case value threshold, SOL urgency, referral source)
Document request list per case type
Consultation booking rules (free vs. paid, duration, which attorneys handle which case types)

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Handles client billing inquiries, sends payment reminders, explains invoice line items, and processes payments. Reduces accounts receivable aging and frees up administrative staff from billing-related calls.

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