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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