Case Intake Agent
by Katexs
Screens for practice fit, captures details, books the consult.
Overview
Most firms lose good cases to response time and waste billable hours on calls that were never a fit. Intake is the highest-leverage hour of your week and it is usually handled by whoever picks up the phone.
This agent runs your qualification criteria on every inbound call and web inquiry: practice area, jurisdiction, statute of limitations, conflict flags, and damages. Qualified matters get a consult booked on the attorney's calendar with a structured summary attached. Everything else gets a courteous referral, documented for your records.
What it handles
- Screen inquiries against practice area and jurisdiction
- Capture incident date, parties, and damages narrative
- Flag potential conflicts before a consult is booked
- Check statute-of-limitations windows
- Book consultations directly on attorney calendars
- Send a structured intake summary to the case team
Channels
Integrations
Workflow
- 01
Capture
Agent takes the call or web form and records the caller's narrative.
- 02
Qualify
Your criteria run automatically: area, venue, timeline, damages.
- 03
Route
Qualified matters go to an attorney calendar; others get a referral script.
- 04
Document
A formatted intake memo lands in your case management system.
What you'll need
- Practice areas and intake criteria
- Attorney calendar access
- Conflict list or matter database
- Referral partners for declined matters