THE DEMO

Be the caller. See the Decision Brief.

You're about to call a personal injury firm that runs on Intake Agent. You play the person who was hurt. Your Decision Brief lands in your inbox about four minutes after you hang up.

Mark will answer as Smith Injury Law. Tell him what kind of case it is: car accident, slip and fall, dog bite, or medical malpractice. Then say what happened.

3–4 minutes. Your microphone turns on when you tap.
Or call +1 866-502-8552 and say you're running the demo.

How the demo works, in 40 seconds.

How the demo works — 40 seconds.
1

Tap to talk

Mark answers, confirms your name and firm, and tells you how the demo works.

Calling connecting…
Mark · Intake Agent
your nameyour firmhow the demo works
2

Be the caller

Tell him what kind of case it is and what happened. Use made-up details, not a real client's. He runs the full intake.

Intake running made-up details
case typewhat happenedinjuriestreatmentinsurance
Full PI intakecaptured ✓
3

Check your inbox

Your Decision Brief arrives about four minutes after you hang up. Tap any button in it, exactly like your attorney would.

Your inbox ~4 min
Decision Brief · your demo calldelivered
ApproveConsultRefer
AFTER YOU HANG UP

What lands, and where.

Your Decision Brief, by email, about four minutes after you hang up.

The same format your attorney would get: liability, injuries, coverage, what's missing, and six working buttons.

Your inbox~4 min
Decision Brief · your demo calldelivered
ApproveConsultRefer
InfoSMSDecline

A text when it's ready,

if you gave us your mobile.

Your phoneif you gave it
Intake Agentnow
Your Decision Brief is ready.open

Tap Approve / Retainer

and watch what your team would see next. The buttons in the demo brief work.

One tapwaiting
ApproveConsultRefer
The buttons in the demo brief work.
Nothing in your inbox after ten minutes? Check spam for [email protected], or run the call again.
GOOD TO KNOW
01demo firm

Is this a real firm?

No. Smith Injury Law is a demo firm. Mark would answer as your firm, in your brand and voice.

02deleted on request

Is the call recorded?

Yes, to build your brief. Use made-up details. Your demo data is deleted on request.

03new brief each time

Can I run it again?

Yes. Call again with a different kind of case. You'll get a new brief each time.

04no one calls you

Want to see it on your own calls?

Reply to the brief email, or see pricing. No one calls you unless you ask.

Built only for personal injury firms

Intake Agent, Inc.

485 Madison Avenue 7th Floor

New York, NY, 10022

Intake Agent is a software service that gathers information for attorney review. It is not a law firm, does not provide legal advice, and does not create an attorney-client relationship. Every case decision is made by a licensed attorney at your firm.

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