IntakeCatch is an AI phone intake agent built around your firm's intake process. It picks up after hours and overflow, runs the full intake conversation in English or Spanish, scores the lead, and delivers it to your inbox and your CRM in under a minute.
We learn your existing intake process — your script, your disqualifiers, your handoff — then the agent runs your playbook, not a generic template.
A 30-minute walkthrough of how your team handles intake today: the script you use, what disqualifies a lead, how you hand off to attorneys. We translate it into the agent's playbook.
We provision a phone number — yours or a new one — and route after-hours, weekend, and overflow calls to the AI agent. Your existing intake handles business-hours calls unchanged.
Within a minute of the call ending: a scored summary with every intake field, the recording link, and a clear HOT / WARM / COOL disposition — delivered to your inbox and pushed straight into your CRM. Your team reviews and calls back.
IntakeCatch isn't an answering service that hands you "caller wants to talk about an injury." It runs the real intake conversation your firm runs — in the caller's language.
Your questions, your wording, your disqualifier criteria. The agent's playbook is your playbook — not a template lifted from another firm.
Recording consent, incident narrative, liability facts, injuries and treatment, insurance carriers, prior representation, damages, and contact. Every field your matter type needs.
The agent detects the caller's language and runs the entire intake in English or Spanish, switching naturally mid-call. No separate line, no Spanish-speaking staff on call after hours.
Qualified leads push straight into your case-management system — Clio, Litify, CasePeer, Filevine, and more — so a new matter is waiting for your team, not buried in an inbox.
SOL clock, jurisdiction, no-injury, currently represented, wrong matter type — caught and routed correctly so your attorneys' time goes to real leads.
Each lead lands with a numeric score and tier reason. Your intake team triages in 30 seconds; HOT leads jump the queue.
One- vs two-party recording consent, comparative- vs contributory-negligence flagging, and statute-of-limitations math tuned to your state — not a generic script.
No new dashboard for your team to learn. Leads arrive as a structured summary email with the recording link, ready to forward to whichever attorney owns the case.
We didn't build a general "AI for lawyers" platform and call it good. IntakeCatch is niched on plaintiff PI intake — the matters, the disqualifiers, the liability questions your firm actually works. That focus shows up in every conversation the agent has.
No setup cost. No per-lead fees. No commitment past the trial. If it doesn't earn its keep in 30 days, we both walk.
Book a 5-minute demoTell us a bit about your firm and we'll send a Calendly link to pick a slot this week. On the call we'll demo the agent live, walk through how it would map to your existing intake process, and answer anything you want to know.