For plaintiff-side and small-firm intake desks

You paid $180 for that lead. It has been sitting for eleven hours.

Intake Triage AI reads every inbound form, call transcript and chat the moment it lands. It scores the case 0–100, flags the statute and the conflict, writes the intake memo, and drops it on the right attorney's desk — before the caller dials the next firm on the search page.

Book a 20-minute intake teardown Open the live demo → Real working app. Nothing to install.
11.4 hrsMedian time from web-form submission to first human callback at a mid-size firm
21×Higher qualification odds when the first contact happens inside 5 minutes vs. 30
42 secIntake Triage AI: form received → scored, memo drafted, attorney assigned
$0.00Per-inference cost. Runs on dedicated GPU hardware, not a metered API
The problem

Intake is not a staffing problem.
It is a queueing problem.

Every firm we look at has the same shape: marketing spend goes up, lead volume goes up, and one or two intake people become the bottleneck that everything upstream is paying for.

TUESDAY 7:48 PM

Form submitted

Rear-end collision, commercial truck, ER visit, police report, named carrier. This is a $70k fee.

TUESDAY 7:49 PM

Auto-responder fires

"Thanks, someone will be in touch." The claimant reads it and goes back to the search results page.

TUESDAY 8:10 PM

Two other firms call

Both have an answering service. One of them books a signing appointment for Wednesday.

WEDNESDAY 9:22 AM

Your paralegal opens the queue

Forty-one new leads. She reads them in the order they arrived, which is the wrong order.

WEDNESDAY 11:31 AM

Someone finally calls

Voicemail. The case is already signed somewhere else. You still paid for the click.

WITH INTAKE TRIAGE AI — TUESDAY 7:48 PM

Scored 91, Tier A, routed, memo on the desk

The on-call attorney gets a push with the summary and a 30-minute SLA clock. The call happens the same night.

Annual leak — 12-attorney firm, 340 leads/month

Ad spend on leads never contacted inside 24h (18%)$132,192
Fees lost to slow first contact (est. 4 cases/yr)$116,000
Attorney hours on unqualified consults (310 hrs @ $275)$85,250
Intake specialist, loaded cost$61,400
After-hours answering service$18,600
One missed statute per year, deductible + premium impact$25,000
Total annual leak$438,442
Full arithmetic, every assumption sourced and adjustable, is in the PRICING.md that ships with this system. Bring your own numbers to the teardown and we will re-run it live.
The solution

Three things, done in the sixty seconds
after the form hits your inbox.

Score it, and show the work

Seven weighted factors — practice fit, liability language in the caller's own words, damages severity, statute runway, collectability, engagement, conflicts. Every point is traceable to a line in the narrative. Your intake manager can argue with it, which is the only way anyone ever trusts a score.

No black box. Full breakdown on every lead.

Write the memo before anyone reads it

A structured intake memorandum with the allegations, the liability picture, the medical posture, the coverage, the deadlines, the valuation range and the next three actions. The attorney opens a decision, not a transcript.

Attorney-ready in ~40 seconds, not 25 minutes.

Route it to the person who should have it

Practice area, current caseload, resolution rate, language, and your own tier rules. Cases outside your practice get a referral packet and a fee agreement instead of a polite no — the referral fee on cases you were never going to take is usually the first line item that pays for this.

Statute and Rule 4.2 conflicts caught before contact.

Connect the funnel

Web forms, LSA, call transcripts, chat, referral email. Webhook or a polling connector into your CRM.

Calibrate on your history

We tune weights and thresholds against 12–24 months of your own signed and declined cases.

Shadow for two weeks

It scores everything, changes nothing. Your team compares. You keep the disagreements.

Turn on routing

SLA clocks, escalation, memos into Litify / Filevine / Clio Grow / Lawmatics. Then it runs.

intake-triage — live queue, 30 intakes
Intake Triage AI dashboard showing a scored intake queue, factor breakdown and attorney routing
Pricing

Priced against one signed case.
Not against a seat count.

One additional signed case a year covers the whole thing at every tier. Everything below is month-to-month after the initial term, and the setup fee is refundable if the shadow period does not beat your current intake on your own historical data.

Desk
$1,450/mo
$4,500 setup · up to 250 leads/month · $4/lead over
  • Scoring, memo drafting and tier assignment on every inbound lead
  • Statute-of-limitations and Rule 4.2 conflict flags
  • Two intake sources (web form + one channel)
  • Daily digest and CSV export
  • Email support, 1 business day
Start here
MOST FIRMS
Firm
$3,400/mo
$9,500 setup · up to 800 leads/month · $3/lead over
  • Everything in Desk
  • Attorney routing with live caseload and SLA clocks
  • Weights calibrated on your signed/declined history
  • CRM write-back: Litify, Filevine, Clio Grow, Lawmatics, SmartAdvocate, CasePeer
  • Referral desk with fee-share tracking
  • Spanish-language intake handling
  • Monthly calibration review with Mike
Book the teardown
Multi-office
$6,500/mo
$18,000 setup · up to 2,500 leads/month · $2/lead over
  • Everything in Firm
  • Multi-office and multi-jurisdiction statute tables
  • Per-office routing rules and separate SLA policies
  • Mass-tort intake screening workflows
  • Dedicated model instance on isolated GPU hardware
  • Quarterly on-site, 4-hour response SLA
Talk scope

The arithmetic — 12-attorney PI firm, Firm tier

Inbound leads per month340
Current signed-case rate8.5% → 28.9 cases/mo
Average fee per signed case$29,000
Year-one cost of Intake Triage AI ($9,500 + 12 × $3,400)$50,300
Break-even — additional signed cases needed in 12 months1.74 cases
Modeled uplift from faster contact + correct queue order (+0.9 pts)9.4% → 32.0 cases/mo
Incremental cases/yr, after a 40% haircut on the uplift+22.0
Incremental fee revenue, year one$638,000
Net year one · return · payback$587,700 · 12.7× · 4.1 weeks

Every input above is yours to change. At the teardown we replace all six assumptions with numbers pulled from your CRM, and if the model does not clear 4× on your own data we say so and you keep the analysis.

Objections

The questions managing partners
actually ask.

I am not letting software decide which cases we take.

It does not. It ranks and summarizes; a human accepts or declines every single time. What changes is the order your team works the queue and how much context they have when they pick up the phone. In the two-week shadow period it scores everything and touches nothing — you get a side-by-side of its ranking against your paralegal's and you decide whether it earned any authority at all. Firms typically keep manual override on Tier A cases permanently. That is fine. The value is in the 60% of the queue nobody was reading carefully.

Our intake person is good. Why would I pay $3,400 a month for this?

You are not replacing her. She is one person covering roughly 340 leads a month, which is 14 minutes of attention per lead if she does nothing else for eight hours a day, and she is asleep between 6pm and 8am when about 40% of accident-related form fills happen. This handles the first 60 seconds on all of them, at 2am, in Spanish, and hands her a ranked queue with memos already written. Most firms redeploy that person onto signed-case follow-up, which is where she was always more valuable.

What happens when it gets one wrong?

It will. Every score shows its own arithmetic — which line in the narrative moved which factor and by how many points — so a wrong score is a visible, fixable disagreement rather than a silent one. Those disagreements are the calibration input; we retune weights monthly against what you actually signed. The deterministic rules engine also runs independently of any language model, so a model outage degrades the memo prose, never the score, the statute flag or the routing.

Is our client data going to OpenAI?

No. This runs on dedicated GPU hardware — three RTX PRO 6000s plus a local node cluster — with no third-party API in the path and no per-token metering. Narratives never leave infrastructure you can point at. For firms that need it, the whole stack deploys inside your own network and we hand over the runbook.

We are on Filevine and it took a year to implement. How long is this?

Two weeks to shadow mode, four weeks to live routing, and it sits beside your CRM rather than replacing anything. Integration is a webhook in and a memo plus a field write-back out. No data migration, no retraining your staff on a new system, no change to how a matter gets opened.

Does this handle statute of limitations correctly across states?

It ships with a per-practice-area, per-state limitations table plus the administrative deadlines that bite earlier — EEOC's 300 days, workers' comp employer notice windows. At setup we verify the table against your actual filing jurisdictions with your own counsel before it goes live. It is a flag that forces a human to look, not a legal opinion, and the memo says so on every page.

What is actually included in the setup fee?

Discovery on your current intake flow, weight and threshold calibration against 12–24 months of your signed and declined history, the jurisdiction table build, CRM integration and field mapping, the two-week shadow evaluation with a written accuracy report, attorney roster and routing rules configuration, and staff training. It is refundable in full if the shadow report does not beat your current process on your own data.

Next step

Bring last month's intake log. We will score all of it live.

Twenty minutes. Export whatever your CRM gives you, we run it through the engine on the call, and you see exactly which cases your queue ordered wrong and what that cost. You keep the analysis whether or not you buy anything.