Case Intake Agent
by Katexs
Screens for practice fit, captures details, books the consult.
Want this agent running in your business?
- Handles
- 6 tasks
- Channels
- Voice · Chat · Email
- Connects
- 6 integrations
- Build time
- 48 hours
- Complexity
- Standard
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