Stop Wasting Time on Cases That Won't Win. Let AI Evaluate Every Intake Automatically.
Most law firms evaluate intakes manually — attorneys spending 30–60 minutes per potential client, with no consistent scoring criteria. We build an AI system that evaluates every intake against your firm's case criteria and delivers a scored recommendation before your attorney touches the file.
Spent by attorneys evaluating each intake manually. Multiplied across 50+ intakes per month, that's days of attorney time lost.
Time for the AI system to score and classify a new intake against your firm's case criteria after submission.
Average reduction in time-to-decision on intakes once the evaluation engine is live and scored recommendations are reviewed.
An AI That Evaluates Every Intake the Way Your Best Attorney Would
The system reads every new intake submission, scores it against your firm's criteria, flags high-value cases, and routes them — before a human reviews it.
Intake Scoring Engine
Every new intake is scored against configurable criteria: case type, injury severity, liability factors, statute status, and jurisdiction. Each intake receives a score and classification before attorney review.
Case Qualification Rules
Built around your firm's actual intake standards — the same questions your best intake coordinator would ask. If it doesn't meet your threshold, it's flagged for a quick rejection call rather than a full consultation.
Practice Area Routing
Intakes automatically routed to the correct attorney, paralegal, or intake pipeline based on case type — no manual sorting, no cross-desk miscommunication.
Instant Intake Response
The moment a form submits, the AI evaluates it and triggers the appropriate response: high-value case → immediate attorney alert; low-value case → automated response managing expectations.
From Intake Submission to Scored Recommendation — Automatically
The system runs in the background connected to your intake form, CRM, and case management platform.
Lead submits intake form on your website
AI reads all intake fields and extracts case details
Case scored against your firm's criteria (injury, liability, jurisdiction)
High-value: attorney alerted immediately with score + summary
Low-value: automated response sent, intake logged for review
Qualified intake → routed to correct pipeline in Clio or Filevine
Every Function Built Into the Intake Evaluation Engine
Configured for your firm's practice areas, scoring criteria, and existing intake platforms.
Configurable scoring criteria
Intake evaluated against weighted factors you define: case type, severity, liability, statute, jurisdiction, injury documentation
Multi-practice area support
Separate scoring models per practice area — PI, immigration, family law, mass tort — each with their own evaluation logic
Instant attorney alerts
High-scoring intakes trigger immediate notification to the assigned attorney with score, classification, and summary
Automated low-value routing
Intakes that don't meet threshold trigger a pre-written response and are flagged for efficient rejection handling
CRM pipeline integration
Scored intakes pushed directly into Clio Grow, GoHighLevel, or Filevine with score and classification attached
Intake summary generation
AI generates a one-paragraph intake summary for attorney review — no need to read every form field
Rejection reason logging
Every declined intake logged with the reason — builds data on what your firm declines for future model refinement
Intake volume dashboard
See every intake scored, classification distribution, and acceptance rate over time
Everything Included in Your Intake Evaluation Engine Engagement
Built on your criteria, tested on your actual intake data, and handed off with full training.
Intake Audit
Full review of your current intake process, criteria, and conversion rates before we build the scoring model.
AI Scoring Model
Custom intake scoring system built on your firm's actual case criteria and practice areas.
Pipeline Integration
Intake engine connected to your CRM, case management platform, and intake forms.
Staff Training
Live walkthrough of the evaluation system — how scores work, what each classification means, how to act on recommendations.
Documentation
Written guide covering scoring logic, routing rules, and how to adjust criteria as your firm evolves.
30-Day Support
One month of post-launch support. We refine scoring weights based on real intake results.
- Full intake process audit and criteria mapping
- Custom AI scoring model built for your practice areas
- Multi-practice area scoring logic
- CRM and case management platform integration
- Automated routing and alert configuration
- Staff training session
- Written documentation
- 30 days of post-launch support
- Delivery in 4–6 weeks from kickoff
Your Best Intakes Deserve an Immediate Response. Your Weakest Ones Don't Deserve an Attorney's Time.
Book a discovery call. We'll audit your intake process and show you exactly how the evaluation engine would work for your firm — before you commit to anything.
Unlock what your firm is capable of.
Secure AI automation systems built specifically for small and midsize law firms.
