Capture every client.
Qualify every case.
Sign more retainers.
IntakeCoach captures client calls, scores case value, routes to the right attorney, and syncs to your legal CRM—automatically.
Live Case Intake
This Week
Qualified Cases
87
↑ High-value
Non-Cases
23
Auto-filtered
Consultations
93
Scheduled
Avg. Intake
5:32
Per call
Staffing alert
Add intake specialist 2-5pm for PI cases
Script coaching
Ask about medical treatment earlier in PI calls
Why Law Firms Switch
Case intake clarity,
coaching, and action.
No more guessing which cases are worth pursuing. We qualify, score, and route potential clients to the right attorney instantly.
Live Case Pipeline
See every intake call, case type, and status in one unified dashboard. Know exactly which potential clients need attorney callbacks.
AI Case Scoring
Automatic case summaries, liability assessment, and case value scoring. Know which cases are worth pursuing before the consultation.
Practice Area Analytics
Track intake performance by practice area—PI, family law, criminal defense, and more. Optimize marketing spend with real case data.
Intake Staff Coaching
Train intake specialists with winning call transcripts. Improve conversion rates and ensure every potential client gets the right questions.
How It Works
From intake call to
signed retainer.
No complex setup. We capture, qualify, and sync to your legal CRM automatically.
Capture
Record every intake call from your firm's phone system securely.
Qualify
AI identifies case type, liability factors, and urgency instantly.
Score & Route
Auto-score case value and route to the right practice area attorney.
Sync
Push case details to Clio, MyCase, or your legal CRM instantly.
Convert
Schedule consultations and track retainer conversion rates.
Real-Time Case Alerts
Every intake call, instantly
in your inbox.
Get detailed case alerts with AI summaries, case scoring, and intake coaching tips the moment a call ends.
Client ID & Status
Instant recognition of potential new clients vs. existing cases
Case Quality Metrics
Intake quality score, case rating, and call duration at a glance
Intake & Client Info
Full context with practice area, incident date, and jurisdiction
AI Case Summary
Complete case facts and client situation in seconds
Legal Issue Detected
AI identifies the practice area and legal matter automatically
Intake Coaching
Actionable tips to improve intake conversion
Inbound Call Alert
+1 (555) 867-5309
Call Quality
75%
Review
⭐⭐⭐⭐☆
Duration
3:10
Intake Specialist
Sarah Mitchell
Thompson Law Group
Potential Client
James Anderson
Incident: 12-07-2025
Auto Accident - PICase Summary
James Anderson: rear-ended at intersection 3 days ago, reporting back pain and whiplash. Currently treating with chiropractor. Other driver cited for following too closely. Seeking representation for medical bills and lost wages. Free consultation scheduled with attorney for 3pm.
Legal Matter
Personal Injury - Auto Accident. Clear liability (other driver at fault). Medical treatment ongoing. Statute of limitations: 2 years from incident date. High-value case indicators present.
Intake Coaching Tip
Ask about insurance coverage earlier in the call. Confirming policy limits helps attorneys prioritize high-value cases during consultation scheduling.
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🎯 Client ID & Status
Instant recognition of new vs. existing clients
📊 Case Quality Metrics
Intake score, case rating, and duration
✨ AI Case Summary
Complete case facts in seconds
⚖️ Legal Issue Detected
Practice area identified automatically
💡 Intake Coaching
Actionable tips to improve intake conversion every call
Instant SMS Case Alerts
Never miss a case.
Even on the go.
Get instant SMS case summaries the moment an intake call ends. Know the case type, value indicators, and next steps—all from your phone.
Instant delivery within seconds of intake call
AI case summaries with liability & value indicators
One-tap callback to schedule consultations
IntakeCoach
iMessage
📞 New Intake
Sarah Miller • Workers Comp
Yesterday, 4:32 PM
Proven Results for Law Firms
Numbers that speak
for themselves.
34%
More signed retainers per month
40%
Reduction in missed consultations
3x
Faster attorney response time
"IntakeCoach transformed our intake process. We went from missing half our PI calls to signing 34% more retainers. The AI case scoring alone paid for itself in the first month."
Jennifer Thompson
Managing Partner, Thompson Law Group
Law Firm Pricing
Simple, transparent pricing.
Unlimited intake calls on every plan. Scale practice areas, attorneys, and routing as your firm grows.
Solo Practice
Perfect for solo attorneys and small practices.
- AI call recording & transcription
- Clio, MyCase & legal CRM sync
- Practice area case qualifying
- Basic intake analytics
Growing Firm
AI case scoring + attorney routing + automation.
- Everything in Solo Practice
- AI case value scoring & prioritization
- Consultation scheduling & reminders
- Attorney routing by practice area
- Intake staff coaching & training
Multi-Office
Enterprise features for large firms and networks.
- Everything in Growing Firm
- Multi-office & jurisdiction routing
- SLA alerts & response time tracking
- White-glove onboarding & training
- Custom reporting & API access
Ready to sign more
retainers?
Join law firms using IntakeCoach to capture, qualify, and convert every potential client with AI speed and accuracy.