From the first ring to a signed retainer.
Every step, in order.
Five things happen to every caller, automatically. Your attorney touches one of them.
Be the caller — your brief lands in minutes →Every caller, every channel, first ring.
Phone, web forms, text, and social are answered 24/7 in your firm's brand and voice, in English and Spanish. Other languages available on request. Every caller is greeted, answered, or booked. The moment someone mentions an accident or an injury, the intake begins. On your site and every landing page, a branded video greets visitors and starts the conversation.
The Decision Brief lands in minutes.
Not a transcript. A structured email your attorney can decide from in the time it takes to read it. Anything the caller didn't give is marked missing, not guessed.
Your attorney taps once. Tap one to see what fires.
Six buttons at the top of every brief. Nothing goes out without a tap, and every tap is logged.
We chase the signature. You don't.
After Approve / Retainer, the retainer goes out for e-signature and the follow-up starts on its own — until it's signed, or until your attorney stops it. Your team never maintains a reminder list.
The client record lands where your cases live.
The moment the retainer is executed, the client record, the brief, and the transcript go to the case management system you already use — and a review request goes to your new client, in your firm's name. Your CRM starts where the retainer ends.
- Never gives legal advice or tells a caller they have a case
- Never sends a retainer, books a consult, or declines a caller without your attorney's tap
- Never computes deadlines for you: it shows the facts, your attorney applies the rule
- Never replaces your intake team, your phone number, or your CRM
- Never loses the record: every decision is logged with who tapped it and when
The system every lead runs on.
Every caller, form, and text runs through the same loop. So do the leads already sitting in your database.
Database reactivation
The leads you already paid for get answered and followed up. Old inquiries, unsigned consults, and quiet contacts re-enter the loop.
One pipeline
Every lead tagged and staged: answered, brief sent, decided, retainer out, signed. Your team sees where every caller stands without opening a call log.
Follow-up that runs itself
Text and email sequences for retainers, consults, missing information, and declined callers. Emails drafted for your team to approve.
Change it by asking
Adjust a follow-up, a message, or a step in plain English. No developer, no ticket.
Four questions every managing partner asks.
What happens to my intake team?
Intake Agent answers first ring and runs the intake, so your team stops maintaining scripts and chasing signatures. They work the pipeline instead: briefs sent, retainers out, consults booked. When a caller asks for a person, the call transfers to whoever your transfer rules name during business hours. After hours, the caller is told when to expect a callback and the callback is queued for your team.
Who chases the signature?
The follow-up runs on its own by text and email until the retainer is signed or your attorney stops it. If the caller replies with a question about signing, the agent answers it. Anything about the case itself goes to your team as a task in the pipeline, never answered by the agent.
How long until it's live?
Three calls. Integration: your phone number, web forms, calendar, and case management system connected; your widget script and voice confirmed from your preview page. Training: your firm's knowledge base built with you, your branded video widget on your site, and a walkthrough of the brief and its six decisions. Then a test intake runs on your number and your own brief lands in your inbox. Launch: a live call, your brief, your attorney's tap, and your number forwards to the agent. The integration call is booked at checkout; each call books the next, all inside 30 days.
Where do recordings and data live?
Every call is recorded and the transcript is attached to the brief. Recordings and briefs live in your account. The data belongs to your firm, and access is limited to your firm and the team that sets you up. Read how we handle your data →
Be the caller. See the brief.
Talk to Intake Agent the way an injured caller would. A few minutes later, the brief lands in your inbox — the same one your firm would get.
Try the demo — get your brief →Built only for personal injury firms
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.