AI Intake Tool

AI Intake Tool

AI Intake Tool

Streamline your legal intake process with AI-powered calls—efficient automation, accurate transcription, and client-focused outcomes.

Streamline your legal intake process with AI-powered calls—efficient automation, accurate transcription, and client-focused outcomes.

Streamline your legal intake process with AI-powered calls—efficient automation, accurate transcription, and client-focused outcomes.

POWERED BY GENERATIVE AI

Automate Your Intake Calls

Automate Your Intake Calls

Our customizable AI voice agents handle your firm's high call volumes with ease. We automate potential client calls, providing a personable and receptive user interaction.

Key Features:

  • Personalized Client Interactions: Custom AI voice settings and easy intake style adaption based on case type.

  • Next-Level Client Engagement: Our sophisticated AI voice technology addresses any questions your potential client may have to guarantee a five-star experience.

Our customizable AI voice agents handle your firm's high call volumes with ease. We automate potential client calls, providing a personable and receptive user interaction.

Key Features:

  • Personalized Client Interactions: Custom AI voice settings and easy intake style adaption based on case type.

  • Next-Level Client Engagement: Our sophisticated AI voice technology addresses any questions your potential client may have to guarantee a five-star experience.

Our customizable AI voice agents handle your firm's high call volumes with ease. We automate potential client calls, providing a personable and receptive user interaction.

Key Features:

  • Personalized Client Interactions: Custom AI voice settings and easy intake style adaption based on case type.

  • Next-Level Client Engagement: Our sophisticated AI voice technology addresses any questions your potential client may have to guarantee a five-star experience.

POWERED BY LIVE CHATS

Exported Directly Emailed To You

Our messaging system is fully integrated with our smart scheduling feature, allowing for easy communication between the interviewer and the interviewee. You can quickly send messages to confirm the interview time, or to reschedule if necessary.

Get Started

POWERED BY LIVE CHATS

Exported Directly Emailed To You

Our messaging system is fully integrated with our smart scheduling feature, allowing for easy communication between the interviewer and the interviewee. You can quickly send messages to confirm the interview time, or to reschedule if necessary.

Get Started

POWERED BY GENERATIVE AI

Accurate and Instantaneous Call Transcription

Get instant results with our unmatched intake call transcription that allows you to easily collect potential client information.

Key Features:

  • Chat with Your Call Transcript: Find answers for your most pressing questions by interacting directly with your transcript, immediately get to the heart of a client's story.

  • Export in .docx, .csv, or .xlsx formats: Share autogenerated intake transcripts with team members for immediate review.

Get Started

POWERED BY GENERATIVE AI

Custom-Built Intake Summaries and Workflow

Simplify your workflow by sharing tailor-made AI deposition summaries with your team.

Key Features:

  • Bespoke summarization: We use your firm's templates and style to output your ideal intake summary or case evaluation.

  • CRM and Lead Gen Integrations: Our AI generated intake summaries and case evaluations integrate seamlessly into your CRMs and automate lead management and tracking.


Simplify your workflow by sharing tailor-made AI deposition summaries with your team.

Key Features:

  • Bespoke summarization: We use your firm's templates and style to output your ideal intake summary or case evaluation.

  • CRM and Lead Gen Integrations: Our AI generated intake summaries and case evaluations integrate seamlessly into your CRMs and automate lead management and tracking.


Get Started

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