04Intake·AI Lead Intake & Nurturing

Your next case came
in at 9:47 on a Saturday.

Most PI firms lose 30% of their leads to missed after-hours calls, voicemail, and slow follow-up. Our AI intake answers 24/7, pre-qualifies, and books signed consults — in under 90 seconds per call.

How it works

Four steps from broken to signing more cases.

01

Clone your best intake specialist

We shadow your top intake rep for a week. Scripts, objections handled, qualification criteria — all captured. That becomes the AI's playbook.

02

24/7 voice + SMS answer

Incoming calls and texts routed to AI after-hours, during lunch, or when reps are busy. Caller never knows they're on hold.

03

Pre-qualify & triage

AI runs your qualification criteria (liability, injury severity, insurance, statute) and tags leads as retainer-ready, needs-human, or decline.

04

Book the consult

Qualified leads get booked into your calendar automatically. Your attorneys see a brief, not a raw transcript.

What's included

Everything you need.
Nothing you don't.

Intake
AI Lead Intake & Nurturing
  • 24/7 AI voice intake (cloned from your top specialist)
  • SMS intake + follow-up automation
  • Qualification tree custom to your firm's criteria
  • Bar-compliant scripts reviewed in your state
  • Calendar integration (Calendly, Google, Outlook)
  • Weekly intake quality review with real transcripts
Proof
+34%
after-hours lead capture

California workers' comp firm. 60 days. Signed retainers from 6pm–8am calls up 2.8×.

Common Questions

Straight answers.

Will callers know they're talking to an AI?

We disclose it when asked (as required by law in several states). In practice, less than 5% of callers ask. The AI is conversational enough that most don't realize.

What about complex or emotional calls?

Those escalate to a human immediately. The AI is trained to recognize when it's in over its head and transfer without hesitation.

Can it handle Spanish or other languages?

Yes — Spanish, Portuguese, Mandarin, Vietnamese. We can add any language your practice serves.

Does this replace my intake team?

No. It replaces *missed* intake. Your human team handles high-value follow-ups, signings, and warm leads. AI handles after-hours, overflow, and initial triage.

See what Intake that never sleeps looks like for your firm.