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STEP 1

Connect Your Phones & Website

We connect Intake Agent to your existing phone numbers, website chat, and forms.
You choose when AI answers: 24/7, after-hours only, or just missed/overflow calls.

What the AI does:

  • Greets the client immediately

  • Collects name, contact info, and case type

  • Handles conversations politely and consistently, 24/7

This ensures every lead gets immediate attention so you never lose potential clients to slow response times.

Client Contact Begins

AI instantly answers every call or chat with fast, professional, human-like responses — no delays.

What the AI does:

  • Greets the client immediately

  • Collects name, contact info, and case type

  • Handles conversations politely and consistently, 24/7

This ensures every lead gets immediate attention so you never lose potential clients to slow response times.

AI Qualifies the Case

Next, the AI runs a full PI-specific intake, asking the same questions your team would.

The AI automatically:

  • Asks all required intake questions

  • Captures injuries, incident details, liability, and more

  • Filters out unqualified or irrelevant cases

This makes your intake process sharper, faster, and perfectly consistent every single time.

STEP 2

Configure Your PI Intake & Retainers

We load your personal injury intake flows — auto accidents, premises liability, dog bites, and more.

The AI automatically:

  • Map all intake fields directly into your CRM or case management system

  • Load your retainer templates

This makes your intake process sharper, faster, and perfectly consistent every single time.

STEP 3

AI Answers, Qualifies & Captures the Case

When a lead calls or chats, Intake Agent:

What the AI does:

  • Asks the right PI-specific questions

  • Captures injuries, liability facts, coverage details, and contact info

  • Qualifies the case in real time

  • Automatically creates the contact and matter in your system

By the time you follow up, AI has already completed the full intake workflow for you.

STEP 3

AI Answers, Qualifies & Captures the Case

When a lead calls or chats, Intake Agent:

What the AI does:

  • Asks the right PI-specific questions

  • Captures injuries, liability facts, coverage details, and contact info

  • Qualifies the case in real time

  • Automatically creates the contact and matter in your system

By the time you follow up, AI has already

completed the full intake workflow for you.

STEP 4

Retainers Sent & Team Notified

For qualified cases, Intake Agent:

The AI automatically:

  • Sends your retainer for e-signature

  • Updates your pipeline automatically

  • Notifies the right attorney or intake supervisor instantly

Your team picks up the case ready to work — not chasing details.

Terms and Conditions

Last Updated: January 17, 2026

These Terms and Conditions govern your use of SCENTFLY INC services, including our website and our SMS and email communications programs. By using our services or opting into our communications, you agree to these Terms and our Privacy Policy.

1. Program Description

SCENTFLY INC may send SMS and email messages to users who opt in. Messages may include promotional offers, service updates, appointment confirmations, and appointment reminders. Message frequency may vary.

2. Consent to Receive Messages

By providing your phone number and opting in, you authorize SCENTFLY INC to send text messages to your mobile number. Consent is not a condition of purchase.

3. Opt Out

You can cancel the SMS service at any time. Just text "STOP" to the SCENTFLY INC. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us.

4. Opt In Again

If you want to rejoin after opting out, you can opt in again using the same method you used to enroll originally.

5. Help and Support

If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at [email protected] or (212) 500-1189.

6. Message Frequency and Rates

As always, message and data rates may apply for any messages sent to you from us and to us from you. You will receive 2 to 3. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.

7. Carrier Disclaimer

Carriers are not liable for delayed or undelivered messages.

8. Privacy

Your use of the messaging program is also governed by our Privacy Policy. You can view it here: Privacy Policy

9. Changes to Terms

We may update these Terms from time to time. Updates will be posted with a new Last Updated date.

10. Contact

Questions about these Terms can be sent to:

SCENTFLY INC

Address: 499-77 Sunrise Highway N Service R

Phone: (212) 500-1189

Email: [email protected]

If you have any questions regarding privacy, please read our privacy policy: https://app.inventagent.com/v2/preview/FSs54yV4QvZbtKsMdARK

Copyright 2026. Intake Agent . All Rights Reserved.

Receive Instant Updates

Once the intake is complete, you get everything delivered automatically.

You instantly receive:

  • Full call or chat transcript

  • Automatic CRM updates

  • A qualified lead summary

By the time you follow up, AI has already

completed the full intake workflow for you.

Invent Agent is the AI-powered intake solution built for personal injury law firms — answering every call, qualifying every lead, and sending retainers automatically to help firms sign more clients with less effort.

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