Your 24/7 AI Intake Paralegal
for Personal Injury Firms
Never miss another PI lead — we answer, qualify, and send retainers for e-signature automatically.
Your 24/7 AI Intake
Paralegal
for Personal Injury Firms
Never miss another PI lead — we answer, qualify, and send retainers for e-signature automatically.
No long-term contract on the Intake Agent plan. Cancel anytime.
Trusted by PI Firms Nationwide
Built Only for
Personal Injury
HIPAA-Compliant Intake
Secure Intake & Retainer Automation
More Signed PI Clients 24/7
Built Only for
Personal Injury
HIPAA-Compliant
Intake
Secure Intake & Retainer Automation
More Signed PI Clients
24/7
TESTIMONIALS
What Our Clients Say
“Intake Agent paid for itself in the first week. We were missing more calls than we realized, especially at night and on weekends. Now every lead gets answered and qualified, and my attorneys only see real cases with retainers already out.”
“We were about to hire another full-time intake person. Instead, we put Intake Agent in front of our phones and web leads. It handles the scripts, asks all the right PI questions, and sends retainers. We reallocated that salary into marketing.”
“Our biggest leak was after-hours and weekend calls. Intake Agent became our 24/7 intake paralegal. We get transcripts, summaries, and signed retainers waiting in the morning. It’s like having an intake team that never sleeps.”
“The difference is what happens after the call. Every detail is mapped into our case object—injuries, liability, coverage, contact info. My team doesn’t waste time re-typing notes from emails or sticky pads anymore.”
“We were already spending heavily on marketing. Intake Agent helped us stop losing the calls and form leads we were paying for. Our signed case rate is up about 20% just from faster responses and automatic retainer sends.”
What Intake Agent Is Already Doing for PI Firms
Based on early PI firms using Intake Agent for at least 60 days.
Your Firm Is Losing Cases You Should Be Signing
PI leads call 3 firms. The fastest wins. AI replies instantly.
AI sends your retainer the second a lead says "yes."
AI takes the intake load so your team focuses on clients.
Your Firm Is Losing
Cases You Should Be Signing
Missed Calls = Lose Clients
PI leads call 3 firms. The fastest wins. AI replies instantly.
Slow Retainers Kill Conversions
AI sends your retainer the second a lead says “yes.”
Intake Staff Overwhelmed?
AI takes the intake load so your team focuses on clients.
Core Features Built for Personal Injury Intake
Everything your firm needs — automated, secure, and built to scale.
Never miss a call, form, text, or chat again.
Collects symptoms, drivers, photos, police reports, witnesses, and more.
Auto, premises, dog bite, product liability, MVA, rideshare, and more.
Even in Associate tier — email retainer delivery built in.
Every intake becomes a structured Matter in your CRM.
See what your team gets after the intake
Every conversation is organized into a format your firm can actually use — structured, visible, and ready for action.
A structured summary your attorney can act on immediately
Every intake delivers a PI qualification summary with the key facts, transcript, and clear decision options — so your attorney spends time on legal work, not data entry.
Every lead mapped into your CRM — automatically
Every intake becomes a structured Matter in your CRM with stage, status, and next steps visible at a glance. No manual data entry, no re-typing notes.
Marcus T.
Motor Vehicle Accident
Sandra R.
Slip & Fall
James L.
Dog Bite
Aisha K.
Workplace Injury
Your team should not have to dig through messy conversations to figure out what happened. Intake Agent turns every intake into something structured, visible, and actionable.
Integrations That Work
Seamlessly connect with tools PI firms already use:
and many more...
Up and Running in Four Simple Steps
From setup to signed retainers — Intake Agent handles everything in between.
Connect to Phone, Website, Social Media & Ads
We plug Intake Agent into your existing phone numbers and website forms and chat. You decide when AI answers — 24/7, after-hours only, or just for missed and overflow calls.
Load Your PI Intakes & Retainers
We configure your auto, premises, dog bite and other PI flows, map fields into your CRM and matter object, and load your retainer templates and firm rules — who reviews, who signs, fee structures, and more.
AI Intake Qualifies & Captures Everything
When a lead calls or chats, Intake Agent asks the right questions — capturing injuries, liability facts, coverage info, and contact details — then creates the contact and matter automatically in your system.
Retainers Sent, Your Team Notified Instantly
The moment a lead qualifies, Intake Agent sends the retainer for e-signature and alerts your team with a full case summary — so nothing falls through the cracks and every signed case is ready to work.
Result: Fewer missed calls, faster follow-up, and more signed PI cases—without adding headcount or changing your entire tech stack.
Why Intake Agent Is Different from Receptionists, Chat Widgets & Generic AI
Built only for PI firms, designed to turn more calls into signed cases — not just answer the phone.
Purpose-built flows for auto, premises, dog bite, and other PI cases — so attorneys get fast, clear yes/no facts.
Intake Agent answers, qualifies, creates the matter in your CRM, and sends e-retainers — 24/7.
Injuries, liability, coverage, and contacts map directly into your matter object — no messy note dumps.
Every conversation follows HIPAA-secure workflows, encryption, and access controls.
Handles missed calls, after-hours, and overflow automatically — on your schedule.
Start at $297/mo with 500 minutes and CRM mapping. Upgrade anytime for unlimited minutes and full retainer ops.
$297/mo with zero long-term commitment. Keep it because it works.
Features
Intake Agent
Generic Ai /Chat Apps
PI-only intake flows
✅
❌
Retainer send & e-sign built in
✅
❌
Matter-level CRM mapping
Fast
Slow and complex
HIPAA-compliant workflows
✅
❌
24/7, never miss a call
✅
❌
No long-term contract (core plan)
✅
❌
Frequently asked questions
Everything you need to know about Intake Agent. Can't find what you're looking for? Reach out to our team.
Book a DemoIntake Agent helps personal injury law firms capture leads across web and phone, qualify them through AI-guided intake, deliver attorney-ready summaries, and route every case into the right next step.
Core includes 24/7 AI intake on web and phone, chat and voice intake, welcome video, 2-way SMS, branded email sending, PI qualification summaries, transcripts, Matter Object mapping, dashboards, pipelines, notifications, and $50/mo in usage credits.
Pro includes everything in Core, plus the workflow engine that automates decision-tree outcomes — sending retainers, booking consultations, following up for more information, declining cases, and routing referrals to co-counsel partners. Pro also includes social intake agents and $100/mo in usage credits.
Elite includes everything in Pro, plus AI Employee, Acquisition Engine, Reputation Engine, Ad Manager, Sites, prebuilt PI websites, prebuilt PI landing pages, acquisition assets, client follow-up workflows, review request workflows, and the full growth stack with $100/mo in usage credits.
Yes. Intake Agent captures leads through your website and through a dedicated AI intake phone number — available 24/7 on both channels.
Yes, on Pro and above. Core captures, qualifies, summarizes, and notifies. Pro and Elite add the workflow automation that handles retainer delivery, consultation booking, and other next steps automatically.
Yes. Pro and Elite include Partner Object support and co-counsel referral orchestration so cases can be routed to the right partner automatically.
Yes. Intake Agent helps your firm capture, organize, and automate intake operations, but your legal team remains in control of final case decisions and legal representation.
Yes for Pro ($1,000) and Elite ($2,500). These tiers require implementation and workflow configuration. Core does not require the same level of setup and has no setup fee.
No long-term contract on the Core plan. You can cancel anytime before your next billing cycle. Higher tiers may use simple term agreements, but they are designed to be firm-friendly — not 3-year telecom contracts.
Yes. Many firms start with Core and upgrade into Pro or Elite as they want more automation and growth functionality. You can scale up at any time.
Why Intake Agent Is Different from Receptionists, Chat Widgets & Generic AI
Built only for PI firms, designed to turn more calls into signed cases—not just answer the phone.
Built Only for Personal Injury
Purpose-built flows for auto, premises, dog bite, and other PI cases—so attorneys get fast, clear yes/no facts.
From Call to Signed Retainer
Intake Agent answers, qualifies, creates the matter in your CRM, and sends e-retainers—24/7.
Matter-Level CRM
Mapping
Injuries, liability, coverage, and contacts map directly into your matter object—no messy note dumps.
HIPAA-Compliant
Intake
Every conversation follows HIPAA-secure workflows, encryption, and access controls.
Never Miss a
Call
Handles missed calls, after-hours, and overflow automatically
—on your schedule.
Simple Start, Scalable
Later
Start at $297/mo with 500 minutes and CRM mapping. Upgrade anytime for unlimited minutes and full retainer ops.
No Long
Contracts
$297/mo with zero long-term commitment. Keep it because it works.
Features
Intake Agent
Generic Ai /Chat Apps
PI-only intake flows
✅
❌
Retainer send & e-sign built in
✅
❌
Matter-level CRM mapping
Fast
Slow and complex
HIPAA-compliant workflows
✅
❌
24/7, never miss a call
✅
❌
No long-term contract (core plan)
✅
❌
Feature Comparison
Intake Agent vs Generic AI Apps
TESTIMONIALS
What Our Clients Say
This AI agent is like having a dedicated intake assistant who never gets tired, never misses a call, and always collects the right information. Our onboarding time has been cut in half.
We receive a high number of daily inquiries. The AI agent manages everything efficiently — from capturing case details to scheduling appointments. It’s transformed our client flow.
The AI intake agent collects information in a structured format every single time. No more incomplete forms or missing details. Our paralegals love it.
We implemented the AI Intake Agent last month, and it now handles nearly all incoming inquiries automatically. Our staff can finally focus on high-value legal work instead of repetitive data collection.
Before using this tool, we were losing leads almost daily. The AI now responds 24/7, captures every detail, and books consultations without us lifting a finger. It literally paid for itself in the first week.
Clients love the fast, consistent responses. We love the accurate data capture. The AI Intake Agent reduced our manual work by at least 75% and improved overall lead quality.
One signed case pays for Intake Agent
The cost is not the software. The cost is the missed case.
Traditional Answering Services
Per Minute Cost
Only Takes Messages
Intake Agent
Per Minute Cost
Actually Signs Cases
One good PI case covers the cost of better intake for an entire year. The bigger risk is what happens when no one answers, no one follows up, and no one sends the retainer.
Ready To Sign More PI Clients — Day & Night?
Start with Associate or jump straight to Employee. No contracts. Cancel anytime.
FOLLOW US
COMPANY
CUSTOMER CARE
LEGAL
Copyright 2026. Intake Agent . All Rights Reserved.