An intake agent that picks up when your office can't.
It answers every call, day or night, runs a real legal intake conversation and texts the caller a link to book. Your team wakes up to qualified intakes, not missed calls.
Plans starting at $299 a month. See pricing
Small firms lose clients in three places.
The agent closes the first leak on its own. Add IntakeCRM and the other two close as well.
First contact
Calls after hours and on weekends go to voicemail, and the caller tries the next firm. The agent answers every one and runs the intake on the spot.
No-shows
Booked consults go cold. A five-touch reminder sequence goes out on booking, 48 hours before, 24 hours before, the morning of and 30 minutes before.
The retainer gap
Good consults never get signed. The retainer goes out for e-signature within minutes of the consult, with follow-ups at 2, 24 and 48 hours if it's still unsigned.
Trained on legal intake, not general chat.
It knows what a family law firm needs to hear and what a bankruptcy firm needs to hear. It asks one question at a time and stays steady when a caller isn't.
- Answers 24/7. Nights, weekends and holidays, with no hold music.
- Runs intake by practice area. The right questions for your kind of case.
- Scores every lead. Practice area, urgency and timeline, so your team works the best intakes first.
- Captures the other party. Names your team needs to run conflict checks.
- Flags safety concerns. Sensitive calls are marked for immediate human follow-up.
- Books the consult. A booking link goes out by text the moment the call ends.
- Received
- Saturday, 10:42 PM
- Practice area
- Bankruptcy
- Summary
- Wage garnishment started this month. Asking about Chapter 7.
- Urgency
- High: garnishment active
- Other party
- [Creditor name captured for conflict check]
- Next step
- Booking link sent by text. Brief filed to IntakeCRM.
What it's done since December 2025.
Measured at Punchwork, where the AI agent has answered nights and weekends since December 2025. The answer rate includes the first four weeks, when the agent was taken offline for tuning. Case value comes from cases opened when the agent answered and scheduled the potential client.
Billed by the call, not the minute.
300 calls a month. $2.00 per extra call.
750 calls a month. $1.75 per extra call.
1,500 calls a month. $1.50 per extra call.
Want the CRM too? The Full Intake Stack bundles both, from $499 a month.
About the AI agent.
Does it replace my front desk?
No. It takes the calls your team can't, especially after hours, and hands them a complete brief. Your people still make the decisions.
How does a caller book a consultation?
When the call ends, the caller gets a text with a link to pick a time. They book while they're still engaged, not the next morning.
Where does the intake go?
Every call produces a brief your team can act on. With IntakeCRM, the intake lands in your pipeline, and when you mark it Hired the client and case are created in MyCase or Clio. See integrations
Who sets it up?
We do. We build the intake questions around your practice areas and test it before it takes a live call.
Hear it take a call for your firm.
We'll run a live intake in your practice area on the demo.