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In Development— Expected Q2 2026
Case Intake Automation

Qualify Leads Before They Reach Your Desk

AI-powered intake that filters unqualified inquiries and captures every detail from promising leads.

Tell us your challenge and we'll build an AI solution to handle it. Learn more →

Why Case Intake Automation?

Pre-Qualified Leads

Only speak with prospects who meet your case criteria.

🎯

24/7 Intake

Capture leads at 2 AM when competitors go to voicemail.

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Complete Information

Every lead comes with a full case summary and contact details.

Time Saved

Stop spending hours on calls that go nowhere.

How It Works

1

Smart Questionnaires

Dynamic forms that adapt based on practice area and case type.

2

Conflict Checking

Automatic screening against existing clients and opposing parties.

3

Lead Scoring

AI ranks leads by case value and urgency.

4

Calendar Integration

Qualified leads can book consultations directly.

Industry Applications

Personal Injury Intake

Capture accident details, injuries, and insurance info automatically.

legal

Family Law Screening

Pre-qualify divorce and custody cases with jurisdiction checks.

legal

Criminal Defense Intake

Gather charge details and court dates for urgent response.

legal

Frequently Asked Questions

How does it qualify leads?

You define the criteria—case type, jurisdiction, minimum value—and AI applies them to every inquiry.

Can it handle complex practice areas?

Yes. We build custom intake flows for any practice area, from PI to immigration to corporate.

Does it integrate with my case management?

We integrate with Clio, MyCase, PracticePanther, and most major legal software.

What about ethics rules?

The system is designed with bar ethics in mind—no unauthorized practice of law, clear disclosures.

What You'll Say

This could be your success story. Try Case Intake Automation and see the difference for yourself.
Your Name HereYour Role, Your Business

Be First In Line for Case Intake Automation

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