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Practice area · Criminal defense

Criminal defense intake, built for the 2 a.m. call.

Arrests don't keep business hours. When a family member calls about someone in custody, the first firm to answer usually gets the case. IntakeGenius answers every call, captures the charge, the facility and the court date, and gets the consult booked.

Section 01 · The intake problem

The first firm to answer wins the client.

A family with someone in custody doesn't leave a voicemail and wait. They work down the list until somebody picks up.

Time-critical

Calls at all hours

Arrests happen at night and on weekends. The agent answers every one, so the call never rolls to the next firm.

Third-party callers

Family calls first

The caller usually isn't the client. The agent records who's calling, who's charged and how they're related.

Court-driven

Bond and first appearance

Custody status, bond and the next court date are captured on the first call, so your attorney knows how fast to move.

Section 02 · What your team receives

A complete criminal defense intake, before you're awake.

The moment the call ends, a structured brief lands in your CRM. Your team calls back knowing the charge, the facility and the date.

  • Who's charged and who's calling. The defendant, the caller and their relationship.
  • The arrest. Date, arresting agency and the charges as the caller understands them.
  • Custody and bond. Where they're held and whether bond has been set.
  • Court dates. First appearance or the next hearing, if known.
  • Names for conflict checks. Co-defendants and alleged victims, when the caller knows them.
Section 03 · Call to retainer

From a midnight call to a signed retainer.

  1. 01

    Answer

    Every call picked up, day or night, before the family tries another firm.

  2. 02

    Capture

    Charges, custody, bond and court dates recorded in the CRM.

  3. 03

    Book

    A booking link goes out by text the moment the call ends, while the family is still engaged.

  4. 04

    Retain

    The retainer goes out for e-signature right after the consult, with follow-ups until it's signed.

Section 04 · How IntakeGenius helps

Three ways we help you win the call.

AI intake agent

Answers before the next firm does

Picks up at 2 a.m. and on holiday weekends, runs the intake and flags in-custody calls as urgent.

How the agent works
IntakeCRM

Keeps the family engaged

Booking links, consult reminders and retainer follow-ups go out automatically, so a family that called at midnight doesn't drift away by morning.

See plans
Add-on · Intake staffing

A person for the morning callbacks

A full-time intake specialist, trained by us, who works the overnight briefs first thing and gets families in front of your attorneys.

Intake staffing
Section 06 · Questions

Criminal defense firms ask.

Can it take a call from a family member?

Yes. Most criminal defense calls come from family. The agent records who's calling, who's charged and how they're related.

Does the agent give legal advice?

No. It's built for intake, not advice. It gathers the facts and gets the caller to your attorney.

Does it capture names for conflict checks?

Yes. It asks for co-defendants and alleged victims when the caller knows them, so your team can run the check before the consult.

Does it work with my case management software?

Yes, with MyCase and Clio. Mark an intake Hired in IntakeCRM and the client and case are created there.

Intake. Solved.

Be the firm that answers at 2 a.m.

See how IntakeGenius runs criminal defense intake, start to finish.