Intake Assistant
Turn intake calls into signed-client momentum.
Built for small and mid-sized law firms that need every good lead captured, qualified, coached, and followed up.
The cost of guessing
Intake is where revenue leaks before anyone sees the file.
For PI, estate planning, family, immigration, and criminal defense firms, the first call often decides whether a lead becomes a consultation. Intake Assistant shows the calls worth saving, the staff moments worth coaching, and the channels worth funding.
Find missed opportunities
See where intake calls lose urgency, empathy, or the next step.
Capture case facts automatically
Turn recordings into structured notes, caller details, issues, and action items.
Protect growth spend
Compare lead quality, booked consultations, outcomes, and source channels.
From call recording to clear action
Know which leads need attention before the week is gone.
Every call becomes reviewable
Upload recordings or connect supported phone systems so your team is no longer relying on memory after a busy intake day.
The important moments surface first
Intake Assistant highlights caller needs, practice area, lead quality, consultation status, objections, and coaching items.
Partners see what to fix
Use the dashboard to spot patterns by source, outcome, and team behavior before good cases quietly disappear.
Built for the managing partner
Replace anecdotal intake reviews with evidence your team can act on.
Weekly intake readout
Calls reviewed across source channels
Consultations booked
42%
Coaching queue
18
Qualified PI lead
No consultation booked
Estate plan caller
Follow-up promised
Family law inquiry
Price objection surfaced