Built for personal injury firms Built for PI firms

The PI lead you just paid for signs with whoever answers first. Be that firm.

Intake Agent answers every call, web form, and SMS 24/7 in your firm’s voice — and puts a decision-ready brief in your attorney’s inbox in under 90 seconds. The retainer signs with you.

Click here to claim a founder spot — only 25 spots
Live in 7–14 days
HIPAA compliant SOC 2 certified 24/7 voice + web + SMS
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Live · Talk to the agent now

Don't read about it. Hear it.

Two questions — your firm name and the cases you take. Then the agent flips into your firm’s intake line for that exact case type.

+1 866-502-8552 Same agent · Same flow

This is production-grade — the same system running our sales right now. Customizable to your firm’s voice, any accent, any language. What it does for us is what it’ll do for your intake.

Like what you heard?
$797/mo locked for life
Founder pricing · Only 25 spots
Claim my founder spot →
Within 90 seconds of the call

The brief your attorney actually opens.

One email. Decision-ready. Six one-click decisions. Sign the retainer in the time it takes to read it.

Inbox · Intake Agent <[email protected]>
High Priority New PI Lead · MVA Rear-End · Severe Injury · New York
Claimant
John Smith
(713) 890-1234 / New York City / April 10, 2026
87s after call ended
01 / 05 Attorney decision

Liability is clear. Injury severity is high. One click fires the workflow.

Each button fires its own workflow automatically — retainer e-sign, consult booking, SMS thread, or polite-decline drip.
Liability Facts
Clear — Rear-end by truck
Serious Injury
High
Medical Treatment
Yes — Urgent care
Evidence
Photos + witness
Insurance Info
Caller unsure
Lost Wages
Yes — Cannot work
Prior Counsel
No
Prior PI Claims
No — First time
Retainer Readiness Signable after quick verify
Liability Clear — Rear-end
Commercial Exposure Unknown — Truck driver
Comparative Fault No fault indicators
Conflict Check Blocked — Need defendant ID
Case Type MVA — Rear-end
Jurisdiction New York City, NY
Representation Status Unrepresented
No-Fault Filing Rules Yes — NY No-Fault State
Comparative Fault No fault indicators

John Smith called after being rear-ended by a truck driver in New York City. Severe head injuries and unable to work. Police report and photos confirmed. First-time claimant with car insurance but unsure of the other driver's details.

Confidential — Attorney Work Product. Generated by AI intake. Information based on verbal call, not independently verified. Subject to attorney review prior to action.
01 / 05
Every brief under 90 seconds.
See it in your inbox

See the working brief in your inbox.

The same MVA brief you just scrolled through — delivered to your inbox so you can see it the way your attorney would. Working decision buttons, full triage, real email format.

  • A working brief, not a static PDF — decision buttons designed to fire your CRM workflows once connected.
  • Attorney-grade triage — liability, viability, conflicts, no-fault rules.
  • See it in real attorney email format — not just on a webpage.
HIPAA compliant SOC 2 certified PI firms only

Get the brief now. Plus intake insights and founder updates for PI firms. Unsubscribe anytime.

The two-step loop

Capture → Brief → Signed. Every lead. Every time.

Every lead runs through the same two-step loop — automatically. No scripts to maintain. No after-hours gaps. No follow-up chases.

01 — CAPTURE

Answered. Every channel. Instant.

Phone, web form, SMS, and social DMs — all answered in your firm's voice within the first ring. PI-trained scripts capture liability facts, injuries, coverage, and contact details. No voicemail. No after-hours gap. No more leads going to the firm down the street.

Scenario: Sunday, 9:47 PM. A lead clicks your Facebook ad and calls. Intake Agent picks up before the second ring. Your competitor's voicemail picks up theirs.
02 — BRIEF

Prepared. In 90 seconds.

Within 90 seconds of every call ending, your attorney receives a fully prepared case email: liability facts, evidence inventory, conflict check, viability assessment — plus six one-click decision buttons. 20 minutes of paralegal prep work — done before the call recording even saves.

Scenario: Your attorney opens email at 7:12 AM Monday. Three prepared cases waiting. She clicks Approve for Retainer on two of them before her coffee finishes brewing.
The payoff

Signed. Same morning.

Click Approve for Retainer → e-signature request fires. Click Schedule Consult → calendar invite + SMS reminders queue. Click Refer to Co-Counsel → partner receives the prepared brief and contact. Your downstream workflow runs without anyone on your team touching a button.

Scenario: Marcus signs at 8:04 AM. By Tuesday, his treatment is documented and records are requested. By the following Monday, his demand letter is in your queue ready for review — for a case that came in while you were asleep.
You just saw the full loop. What will this do for your firm?

Locked for life. Only 25 founder spots.

First 25 PI firms lock founder pricing — $797/mo or just $7,500/year — forever. Intake Agent, Reputation Engine, Branded Website Widget, $5K setup, all included.

Claim my founder spot →
The outcome

Every signed case lands in your system of record. Automatically.

Contact Recording Transcript Smart List Pipeline

Mapped, structured, and ready to flow into your case management software — or run from on its own.

Integrate with your CRM

Filevine, Litify, Clio, Lawmatics, MyCase, or your own system — we integrate it with your CRM during your founder onboarding, at no extra cost. Once it’s live, every approved matter flows into your CRM automatically. No copy-paste. No paralegal data entry. No island.

Or run standalone

Prefer to run everything in one place? Intake Agent works as a full case management and CRM platform on its own — contact records, pipelines, recordings, transcripts, smart lists, and team assignment. The choice is yours.

Matters 110 Matters
⊞ All + List Last synced just now
⛛ Advanced Filters ⇅ Sort (1) 🔍 Search matters…
Matter ID Intake Date First Name Last Name Phone Email Address Incident Type Incident Date
UL7VjPYr… Apr 22, 2026 John Smith +1 (646) 555… Slip & Fall Apr 9, 2026
rWcrEBG… Apr 15, 2026 James Smith +1 (212) 555… Motor Vehicle Apr 9, 2026
BzTzuK4… Apr 15, 2026 Sandra Reynolds +1 (917) 555… Premises Liability Apr 8, 2026
2w0xsRjk… Apr 14, 2026 Aisha Khan +1 (718) 555… Auto Accident Mar 28, 2026
lop3vn4… Apr 14, 2026 Marcus Thomas +1 (646) 555… Premises Liability Mar 3, 2026
3VHoR3C… Apr 14, 2026 David Williams +1 (929) 555… Auto Accident Mar 2, 2026
Page 1 of 6
20 ▾ Prev 1 Next
Integrated with your CRM - Or fully standalone Client Management System
Free intake diagnostic · 90 seconds

What is your firm leaving on the table?

Five quick numbers reveal the recoverable attorney-fee gap in your intake — before you talk to a single vendor.

1
ROI Calculator
2
Intake Scorecard
3
Your Diagnosis
Step 1 / Calculator

Tell us about your firm.

Five numbers. We'll show you the recoverable fee gap in real time. Adjust any field and watch the right side update.

Monthly ad spend Google + Meta + LSA
$
Inbound leads / month New PI inquiries — calls, forms, chats, paid leads
leads
Fast-response rate % reached fast enough to still compete
%
Lead → retainer rate Of reachable PI inquiries · industry range: 10–15%
%
Avg attorney fee per signed case Typically ~1/3 of total recovery
Gross attorney fee — not settlement or firm profit
$
We'll save your numbers so you can come back to your full diagnosis.
Live · updating
Based on your current intake speed, your firm may be leaving this much recoverable attorney fee revenue unconverted each year:
$1.24M
/ year · based on your inputs
Leads outside fast-response window (monthly)~65
Recoverable cases / month~5
Annual fee gap$1,235,520
Fee gap per ad dollar$2.57
For every $1 in lead spend, your intake gap may be leaving about $2.57 in recoverable attorney fees unconverted.

Based on your inputs, approximately ~5 recoverable signed cases per month may be slipping outside your fast-response window.

Some signed with another firm. Some never called back. Some were not recoverable. This estimate only counts the portion we believe faster intake could realistically save.

That is the gap Intake Agent is built to close: answer immediately, complete the PI intake, and send your attorney a decision-ready brief in 90 seconds.

i
About this calculation: This estimate assumes 60% of missed leads that would have retained are realistically recoverable with faster intake. The remaining 40% are excluded to account for leads that were not viable, already signed elsewhere, or could not be recovered by response speed alone.
Step 2 / Scorecard

How is your intake actually performing?

Eight quick checks. Be honest — the diagnosis is only useful if the inputs are.

1 / Calls after 6pm or on weekends are answered live — not sent to voicemail.
2 / Web form leads get a phone call within 5 minutes — not a "we'll get back to you."
3 / Every intake captures injury details, statute of limitations, and police-report status.
4 / Your attorney sees a structured case brief — not a transcript or a phone-call recap.
5 / Retainers go out the same day for accepted cases.
6 / Conflict checks happen automatically before a case is opened.
7 / Declined leads get a polite, automatic referral or follow-up — not silence.
8 / You can pull up any matter's full intake details from your CRM in under a minute.
Answer all 8 to continue.
Your intake grade
C
Average
You're catching the obvious cases but losing the 2am MVA, the after-hours slip-and-fall, and the conflict-check delays. Most firms here are leaving 5–10 cases on the table per month.
Annual recoverable fee gap
$1.24M
/ year
Based on your inputs, approximately ~5 recoverable signed cases per month may be slipping outside your fast-response window. That's the gap Intake Agent is built to close.

Your firm has room for one more case per week — without hiring.

Intake Agent runs the floor 24/7, sends a decision-ready brief in 90 seconds, and fires the retainer with one click. Only 25 founder spots — locked at $797/mo for life.

See the founder's offer →
Almost there

Where to send your diagnosis.

We'll save your ROI numbers and email your full diagnosis — with personalized recommendations and founder updates as spots open.

Something went wrong. Please check your details.
Get your diagnosis now. Plus intake insights and founder updates for PI firms. Unsubscribe anytime · Privacy policy →
The founder's offer

Firms that respond first — sign the case.

Most personal injury leads contact multiple firms within the first hour. Every missed lead is a potential signed case your marketing already paid for.

A 24/7 intake agent that moves faster than the competition.

Intake Agent answers every call, DM, SMS, chat, or form — at 2pm or 2am. It qualifies with attorney-grade questioning, completes the intake, and delivers a decision-ready case brief in under 90 seconds.

Your firm responds first. Every time.

The founder cohort
Live and signing retainers in 7–14 days — not the months-long rollout you'd get anywhere else.
★ Founder bundle ★
What's included
Intake Agent · Core Platform
Voice AI, decision-ready briefs, CRM integration, decision-button workflows. Unlimited intakes.
$14,928/yr $1,244/mo
Reputation Engine — Full Platform
The full reputation stack — review automation, AI responses, video testimonials, social posting. Not just Google review asks.
$4,164/yr $347/mo
$1,200 yearly credit included
Covers voice, SMS, and AI tokens for typical volume. $100/mo effective · see terms.
$1,200/yr $100/mo
White-Glove Activation & Success
3-point onboarding, 24/7 tier-2 support, full automation build, and quarterly success calls. Done-for-you by our team.
$5,000one-time
What white-glove activation includes
White-glove activation by our team — $5,000+ value
  • 3-point onboarding: tech call + launch call + training call
  • 24/7 tier-2 tech support from day one
  • Automation + implementation wired during activation
  • Quarterly customer success calls for ongoing optimization
Most vendors charge $5,000+ for implementation alone. Founder firms pay $0 — only for 25 firms.
Year 1 stacked retail $25,292
Your founder price
$797/ month
Billed monthly · Locked for life
Locked for life · Setup included
Switch to annual billing to save an additional $2,064/year — $7,500/year total, locked for life.
Quick details first, then secure checkout via Stripe.
Cancel any time · No multi-year contract
Founder firms lock $9,528/year in savings vs post-cohort — every year, locked for life. Over 10 years: $95,280, plus the $5,000+ setup waived at signup.
White-glove setup included
No multi-year contract
HIPAA + SOC 2
Real questions, straight answers

What every PI partner asks before signing.

Every question that comes up on a founder call — with the real answer. Click to expand.

01 / Voice quality Won't callers know they're talking to AI?

Most won't. We use ElevenLabs voice cloning — the same tech behind audiobook narration — and the voice is warm and PI-trained, not robotic. Callers who do ask are told upfront they're speaking to an intake assistant.

And here's the thing: they're getting answered at 9 PM on a Sunday instead of voicemail. Try it yourself in 10 seconds by clicking the floating widget on this page.

02 / Firm size Is my firm too small for this?

Small firms have the smallest margin for missed leads. Larger firms have the highest cost-per-lead. Whether you're 2 attorneys or 20, every unsigned lead goes to a competitor.

If Intake Agent helps you sign just one extra case a quarter, the math typically works out to 9× your annual cost at the avg PI case fee. Founder pricing exists specifically for PI firms who refuse to keep losing leads — at any scale.

03 / Your intake team Will this replace my intake staff?

No — it makes them better. Intake Agent handles the after-hours, weekend, and overflow load your team can't physically cover. During business hours, your team takes over warm leads that are already qualified and prepared.

You stop paying overtime, stop missing leads, and your intake staff finally stop being the bottleneck.

04 / Vs competitors How does this compare to other AI intake tools?

Most AI intake tools deliver a transcript and a tag. We build your voice agent for your firm — your jurisdiction, your practice areas, your intake patterns — and deploy a branded video widget on your firm's website that captures leads through voice, chat, and form, all routing to the same agent.

The result: a fully prepared case file with liability analysis, conflict checks, and one-click decisions. Other tools optimize for capturing leads. We optimize for case-ready preparation.

Plus, founder firms get the full Reputation Engine bundled — not as an add-on — plus white-glove setup waived ($5,000+ value) and a 30-day pilot. No other vendor in the space is structured like that.

05 / Integrations What if my CRM isn't on your list?

We integrate natively with Filevine, Litify, Clio, Lawmatics, and MyCase. For other CRMs, we use Zapier or direct webhook integration — works with anything that accepts inbound data (which is virtually every modern CRM).

And if you'd rather not deal with CRM integration at all, Intake Agent works as a full case management and CRM platform on its own. Either way, it's covered — we'll scope it during your founder call at no extra cost.

06 / Declined leads What happens to cases the AI flags as a decline?

Nothing is auto-declined. The AI flags weak cases, but every brief still hits your inbox. The "Decline politely" button is yours to click — if you do, it triggers a referral to your pre-set co-counsel network or a polite drip with self-help resources.

You can also configure it to forward declined cases to a partner firm automatically. You set the rules.

07 / Multi-State & Compliance Does the AI know jurisdiction rules for my states? Can it sign retainers?

The AI is trained on PI law specifics for all 50 states — no-fault rules, statutes of limitations, comparative fault tests, comparative negligence thresholds. Each brief includes the jurisdiction-specific flags relevant to that case.

As for retainers: the AI does the full case preparation and liability analysis, but it doesn't sign retainers on its own — partly because some states prohibit AI from executing retainers, and partly because the one-click decision belongs to a human attorney. You stay in control. It's not legal advice; it's intake triage. Your attorney still makes the call — but you won't miss a jurisdiction-specific deadline because the agent overlooked it.

08 / Languages What if my caller doesn't speak English?

We support up to 56 languages via the Intake Agents' voice stack with native-quality voice on most. The agent detects language within the first 3 seconds of the call and switches automatically. Spanish coverage is especially strong — built specifically for high-volume Spanish-speaking PI markets.

The brief still arrives in English in your attorney's inbox, with the original transcript attached.

09 / Founder pricing What's the catch with "locked for life" pricing?

No catch. We need 25 PI firms to pressure-test the platform at scale and produce real case studies. In exchange, those 25 firms never see a price increase — ever.

When the 25th firm signs, founder pricing closes and future customers pay full retail: $1,244/mo for Intake Agent + $347/mo for Reputation Engine, plus $5,000+ setup. That's $19,092/year recurring at retail.

Founder firms stay at $9,564/year (or $7,500/year on annual billing) for as long as their subscription is active. That's $9,528/year in recurring savings, every year, locked for life$95,280 over 10 years.

Only 25 founder spots. The cohort closes when it fills.

When the cohort fills, the founder rate ($797/mo locked for life) closes — replaced by $1,244/mo for Intake Agent, plus $347/mo Reputation Engine, plus $5,000+ setup. Founder firms save $9,528/year, every year, locked forever. The lead you'd lose tonight pays for the system for a year. Other AI intake tools answer calls. Intake Agent signs the case.

Founder spots fill in the order they're claimed. Reserve yours before the rate jumps.
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