Law Firm Intake Qualifier Agent
Replaces a $45k intake coordinator. Qualifies case inquiries, flags conflicts, and routes to the right attorney instantly.
Law firms waste 5-10 hours per week on manual intake calls and emails, asking the same qualifying questions and checking conflict databases by hand. Intake coordinators spend most of their day on repetitive screening instead of high-value work. Unqualified leads slip through, and qualified cases get delayed routing, costing firms billable hours and client satisfaction.
The agent answers incoming calls and emails, asks qualifying questions about case type, opposing parties, and jurisdiction, checks your conflict-of-interest database in real time, scores case fit and urgency, flags conflicts automatically, and routes qualified leads directly to the right attorney with a summary. It logs all intake data into your case management system so nothing falls through the cracks.
Our team deploys this exact skill for you — integrations connected, tested, and live in 10 min on a 15-min walkthrough call.
Book your setup →Walk through this skill on a quick call. We'll figure out if it's the right pick for your business — or which one is.
Book a 15-min call →