An AI intake agent that conducts a structured case interview, scores each inquiry against your acceptance criteria, and only routes qualified prospects to your attorneys' calendars.
The demo link above is a live AI intake system we built for a lending firm — same architecture, different domain.
A prospect fills out your web form or calls your intake line. The AI conducts a structured interview — jurisdiction, case type, timeline, incident details. It scores the case and either schedules a consultation or sends a graceful decline with referral options.
"We built a live AI underwriting and intake platform for a small business lending firm — the AI interviews applicants, checks their profile against SBA benchmarks, scores their pre-qualification, and routes them to the right lending partner. Zero human involved until a qualified lead comes through. The same architecture, with your firm's intake criteria and practice areas, applies directly to legal intake."
We'll walk you through the live lending intake system and show you exactly how it would be adapted for your firm's practice areas. No commitment — just the demo.
Book the Free Demo