What does a successful first month look like for your team?
A
Onboard Clients Faster
Concierge agent · 2K uses
Concierge Agent
Qualify Legal Cases
Your intake form is losing you cases. Intake forms ask for 'case type' and a phone number. Your concierge asks what happened—the timeline, the key facts, the urgency. Attorneys show up to consultations prepared, intake staff stop playing phone tag, and you stop wasting time on cases that aren't worth pursuing.
Higher completion rates
Better-qualified consultations
Cases routed instantly
Used 2,100+ times
What's inside this template
Start from this conversation and adapt it to your team — change any question, add your own logic, and connect the tools you already use.
Questions it always asks
The core fields every response captures.
Always ask for a timeline of events and key dates
Ask if they've spoken to other attorneys about this matter
How it adapts
Follow-ups that change based on what people say.
If it's a personal injury case, ask about the accident date and medical treatment
If they mention another party's insurance, ask if they've already filed a claim
Where it routes people
Different paths for different answers.
If the case is time-sensitive, flag for immediate attorney review
If it's outside our practice areas, provide a polite referral message
Automations it can trigger
Actions that fire the moment a response comes in.
Create a new matter in Clio with all collected details and case type
Add the lead to Lawmatics with qualification score and practice area
Sync contact and case details to MyCase for attorney assignment
SOC 2 Type II and ISO 27001:2022 certified. Responses are encrypted in transit and at rest, and you own your data. View our Trust Center.
How this AI template works
Instead of a "case type" checkbox, your concierge asks what happened. It learns the timeline, identifies key facts, gauges urgency, and determines if this is worth your time—all before anyone picks up the phone. Attorneys show up prepared, and intake staff stop playing phone tag.
Getting started
- 1
Share your practice areas and what makes a case worth pursuing
- 2
Define the key facts you need for each case type
- 3
Connect to Clio, Lawmatics, or MyCase
- 4
Deploy on your website and start getting complete intake packages
Template Details
- Agent Type
- Concierge
- Category
- Professional services
- Role
- SalesOperations
- Industry
- Professional Services
- Business outcome
- Convert more leadsOperate more efficiently
- Job to be done
- Qualify leadsRun client intake
- Journey stage
- Intake & qualification
- Integrations
- Clio, Lawmatics, Mycase
- Times Used
- 2,100+
Forms collect fields. Conversations capture context.
Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.
The static form
yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"
No context. No follow-up. No next step.
- Static intake forms can't ask follow-up questions about statute of limitations, so viable cases slip through when prospects don't volunteer critical timeline details.
- Dropdown menus force complex multi-party cases into single categories, losing the jurisdictional details and party relationships attorneys need for proper case evaluation.
- Generic intake forms ask estate planning questions for personal injury cases and miss practice-specific facts, leaving attorneys unprepared for consultations.
The AI conversation
"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"
Extracted & structured automatically
Category
High-priority
Urgency
Deadline: 2 weeks
Sentiment
Frustrated but hopeful
Next step
Route to senior team
Triggered: Slack alert sent| CRM updated
Right team. Full context. Instant action.
- AI conversations probe for incident dates and filing deadlines in real time, flagging potential statute of limitations issues before cases are lost to time bars.
- Natural language intake captures multi-party, multi-jurisdiction details in context, then structures the data for conflict checks and proper attorney routing.
- Practice-aware conversations ask personal injury questions for PI cases and family law questions for divorce matters, so attorneys walk into consultations fully briefed.
What should a legal client intake form collect?
A legal client intake form should capture contact information, case type, legal matter description, relevant dates, prior attorney involvement, and jurisdiction details. But static forms miss context. This template uses AI to ask follow-up questions based on practice area - personal injury cases get accident details and medical treatment questions, while business litigation cases get contract and damages questions. The result is a detailed case summary with the specific information attorneys need to qualify prospects and prepare for consultations, not just basic contact details.
FAQ
Frequently Asked Questions
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Replace drop-off, poor qualification, and missing context with AI conversations that capture structured data and real understanding. Set up in minutes.
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