One price. Everything before the retainer.
The intake agent, the Decision Brief, the retainer follow-up, the system every lead runs on, and the team that sets it up with you. No tiers. No per-case fee. No long-term contract.
- ✓No per-case fee or percentage. One flat price whether you sign one case or thirty. There is no fee-sharing question for your bar.
- ✓Unlimited AI intake. Phone, web chat, text, and your website widget. No per-minute AI charge.
- ✓Live in three calls, with a team on every one. Your number, your forms, and your CRM stay put.
Less than a part-time intake coordinator. Never misses a night.
Before launch, a test call runs on your number and the Decision Brief lands in your inbox. It has to do what the demo did. If it doesn't, we fix it. If we can't make it pass within 14 days of your scheduled launch call, we cancel your account and refund your setup fee — and any monthly charge already billed.
What "passes" means
- The brief arrives at the attorney address on file after the test call
- Liability, injuries, coverage, and what's missing are reported from the call
- All six decisions work from the email
- Approve sends your retainer for e-signature
Included every month
Unlimited AI intake
Every call it answers and every conversation it runs — phone, web chat, text, and your website widget — with no per-minute AI charge, subject to fair use.
$100 usage credit
Covers the carrier side: your phone number, call minutes, texts, email, and AI token and workflow charges. For most firms that covers the month.
The team
24/7 support, brief quality tuning, a regular report on calls answered, briefs sent, and retainers signed.
This is what your attorney gets, minutes after the call.
Liability, injuries, coverage, what’s missing. Everything needed to decide, right in the email.
⚠ Witness contact not collected.
Sample brief. Illustrative claimant, no real case data.
No transcript to read. No CRM to open.
Priced below the case you're losing.
You already know what a signed PI case is worth to your firm. Intake Agent costs less than one. It only has to catch the caller who would have signed with whoever answered first.
The number that matters isn't the subscription. It's the caller who dialed at 9:40 PM, got voicemail, and signed with the firm that picked up.
Put your fee in the box. The math is yours to check.
Run the full diagnostic with your numbers →Lead to Retainer. One System.
Four things run under one login. Nothing to stitch together.
Answers every caller in your firm's brand and voice.
- ✓Phone, web forms, text, and your website widget, 24/7
- ✓Unlimited AI intake calls and conversations. No per-minute AI charge
- ✓Every caller greeted, answered, or booked. Injured callers go straight into intake
- ✓English and Spanish. Other languages available on request
Your attorney decides from an email, in minutes.
- ✓Liability, injuries, coverage, and what's missing, in the inbox within minutes
- ✓Six one-tap decisions: Approve / Retainer, Schedule Consult, Refer Co-Counsel, Request Info, SMS Caller, Decline
- ✓Retainer sent for e-signature and followed up until it's signed
- ✓Signed client record sent to your CRM
Everything before the retainer, in one place.
- ✓Database reactivation: the leads already in your list get answered and followed up
- ✓Every lead tagged, staged, and visible in one pipeline
- ✓Text and email follow-up that runs on its own
- ✓Consult booking, reminders, and no-show recovery
- ✓Review requests sent after a signed retainer, in your firm's name
Change anything by asking. Hand off the rest.
- ✓Adjust a follow-up, a message, or a step in plain English. No developer, no ticket
- ✓Routines that run on their own: unanswered leads, stuck cases, weekly reporting
- ✓Emails and replies drafted for your team to approve
- ✓Branded video widget with a branded avatar or your own video — greets visitors wherever your ads land
- ✓Full personal injury intake. No legal advice, no promises to the caller
- ✓Every decision on the record with an audit trail
- ✓One login. One connected system. Nothing to stitch together
Three calls to launch. A team on every one.
Your integration call is booked at checkout, and each call books the next. Before the first: a short intake form and your widget preview — approve the script, or upload your own video or voice to clone. Your retainer agreement is due by the training call. Your partners and intake staff can sit in on any of them.
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: practice areas, who callers can ask for, consult calendar, transfer rules. Your branded video widget goes on your site. A walkthrough of the Decision Brief and its six decisions.
Launch
A live call on your number. Your brief arrives. Your attorney taps Approve / Retainer and the retainer goes out. Then your number forwards to the agent, and every call after that is answered.
A test intake runs on your number and your firm's own brief lands in your inbox, so you can ask for changes before a real caller does.
Your firm doesn't go live until your own brief passes.
Before launch, a test call runs on your number and the Decision Brief lands in your inbox. It has to do what the demo did. If it doesn't, we fix it. If we can't make it pass within 14 days of your scheduled launch call, we cancel your account and refund your setup fee — and any monthly charge already billed.
What "passes" means
- ✓The brief arrives at the attorney address on file after the test call
- ✓Liability, injuries, coverage, and what's missing are reported from the call
- ✓All six decisions work from the email
- ✓Approve sends your retainer for e-signature
Answers any hour. A person when it matters.
One widget in your dashboard answers most questions on the spot and reaches a person when it can't. Behind it, the Intake Agent team works on your briefs, your numbers, and your system.
Instant answers, and a person behind them.
- ✓Instant answers, any hour: the widget answers the everyday questions first
- ✓A real person when you need one: live chat with a human, 24/7, from the same widget
- ✓Help center: step-by-step guides for every part of the system, written for intake staff, with video tutorials added over time
- ✓Email support for anything the widget can't settle, monitored by the Intake Agent team
A team on your briefs, your numbers, your system.
- ✓Brief quality: flag a brief that missed something and the agent is tuned so it doesn't miss it again
- ✓Your numbers: a regular report on calls answered, briefs sent, retainers signed
- ✓Dashboards in your account that show where every lead stands
- ✓Fixes when a workflow or integration breaks. Improvements rolled in with no action from your team
Questions firms ask first.
Stop losing the caller you already paid for.
$3,500 setup today. $1,497/mo starts 30 days later. Unlimited AI intake. Month to month. Your first call is booked at checkout.
Get started → Try the demo first → Prefer to talk first? Book 15 minutes →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.