“Before AI, our intake coordinator spent half her day on calls that went nowhere — wrong jurisdiction, expired statutes, no insurance. Now AI pre-qualifies everything. She focuses on the strong cases and our retainer rate jumped 45%.”
Focus on Cases Worth Taking.
AI-powered intake qualification that screens by case type, jurisdiction, timeline, and viability — so your attorneys talk to the right prospects.
Your firm receives dozens of inquiries daily, but not all of them are viable cases. Some callers are outside your jurisdiction, some have matters beyond the statute of limitations, and some are simply not the right fit. Our AI qualifies every lead through natural conversation, scores case viability in real time, and surfaces the high-value opportunities — so your attorneys focus on cases they can actually win.
An intake coordinator spends 15 to 20 minutes on a call only to discover the caller's accident happened in another state, or the statute of limitations expired six months ago, or there is no insurance coverage to pursue. That same 20 minutes could have been spent converting a qualified personal injury case worth $25,000. AI does the screening instantly so your team only invests time in cases that have real potential.
AI evaluates the signals that predict case viability: practice area match, incident timeline versus statute of limitations, geographic jurisdiction, liability indicators, insurance coverage, injury severity, and the prospect's readiness to retain. These factors combine into a case viability score from 1 to 100 that tells your intake team exactly where to focus. A score of 85 means "call this person immediately." A score of 30 means "send information and nurture."
The difference shows up in retainer rates. When intake coordinators call pre-qualified leads with full context — "This is a rear-end collision from two weeks ago in our jurisdiction, the caller has documented injuries, and the at-fault driver has State Farm coverage" — they close at 3x the rate compared to cold callbacks on unscreened leads. Better intake means more signed cases from the same volume of inquiries.
Critical for personal injury, mass tort, and high-volume practices where the difference between a qualified and unqualified lead represents $5,000 to $50,000+ in potential case value.
Features
Everything you need in one platform
Case Viability Scoring
Every lead scored 1–100 based on case type, jurisdiction, statute of limitations, insurance coverage, and engagement level — automatically, in real time.
Hot Case Alerts
Instant notifications when a high-value case is identified — with viability score, case type, incident details, and key qualifying factors included.
Natural Screening
AI qualifies cases through natural conversation. Callers feel helped, not interrogated. The screening feels like a genuine intake conversation, because it is one.
24/7 Qualification
Qualify leads around the clock. A Sunday night car accident inquiry gets the same thorough screening as a Tuesday afternoon call.
Jurisdiction Checking
AI confirms geographic jurisdiction, identifies multi-state issues, and flags conflicts — preventing your team from pursuing cases they cannot take.
Statute of Limitations Flags
AI calculates statute of limitations based on incident date and jurisdiction, flagging urgent cases that need immediate attention before deadlines expire.
AI-powered qualification funnel
The Process
How it works step by step
Inquiry Comes In
Someone calls, texts, or submits a web form about a legal matter. AI engages immediately — no waiting, no delays, any channel.
Intelligent Intake
AI asks qualifying questions naturally: What happened? When? Where? What are your injuries? Do you have the other party's information? Gathering case details through conversation.
Case Gets Scored
Based on responses, AI assigns a viability score (1–100) and tags the lead by practice area, urgency, jurisdiction, and key qualifying factors.
High-Value Cases Prioritized
Strong cases trigger instant alerts to your intake team. Lower-priority matters enter automated follow-up sequences. Nothing falls through the cracks.
Real Scenarios
How law firms use this every day
After-Hours Personal Injury Screening
A 10 PM call about a car accident from earlier that day. AI qualifies automatically — confirms the accident occurred in your jurisdiction, identifies documented injuries, confirms the at-fault driver has insurance, and flags the case as high-priority. Monday morning, your intake coordinator has everything they need to sign the retainer.
High-Volume Ad Campaign Intake
You run a mass tort campaign and receive 200 inquiries in a weekend. AI qualifies all of them, scoring each 1–100 based on exposure history, diagnosis, and statute of limitations. Your team focuses Monday's calls on the top 40 qualified cases — not sorting through hundreds of unqualified leads.
Statute of Limitations Urgency Detection
A caller mentions their injury happened "about two years ago." AI calculates the statute of limitations for that jurisdiction and case type, determines the filing deadline is in 6 weeks, and flags the case as time-critical — triggering an immediate alert to the assigned attorney.
Compare
AI vs. doing it manually
Client Results
Law firms that made the switch
“We ran a TV ad campaign that generated 300 calls in a week. Without AI screening, we would have needed three temporary intake staff. AI qualified all of them automatically — we focused on the 60 strongest cases and signed 28.”
“AI flagged a case where the statute of limitations was expiring in 3 weeks — the caller didn't even realize. We filed in time and ultimately settled for $180,000. That one alert was worth more than a decade of AI costs.”
Frequently asked questions
Everything you need to know before getting started.
AI evaluates multiple factors: practice area match, incident date versus statute of limitations, geographic jurisdiction, liability indicators, insurance coverage, injury severity, and the prospect's readiness to retain. These combine into a viability score that predicts whether the case is worth pursuing.
They are not ignored — just handled efficiently. Non-viable leads receive helpful information, referrals to appropriate resources when applicable, and may enter a nurture sequence for future matters. Your attorneys simply do not spend time chasing cases they cannot take.
Yes. AI calculates the applicable statute of limitations based on the incident date, case type, and jurisdiction. It flags cases approaching deadlines as time-critical, triggering immediate attorney notification to prevent missed filing windows.
AI can perform preliminary conflict screening by checking opposing party names against your existing client database. Potential conflicts are flagged for attorney review before any consultation is scheduled.
Absolutely. You define the criteria — case types you accept, jurisdictions you cover, minimum injury thresholds, insurance requirements, and urgency levels. AI adapts to your firm's specific case acceptance criteria.
Intake data and viability scores sync with Clio, MyCase, PracticePanther, Smokeball, Rocket Matter, Lawmatics, Salesforce, HubSpot, and GoHighLevel. Native integrations plus Zapier/Make connections cover virtually any case management or CRM system.
Ready to add ai lead qualification to your law firm?
Book a personalized demo and go live in 7 days.