AI Client Intake for a Personal Injury Firm
An intake assistant on web chat and phone that collects the facts, checks basic case criteria and books qualified callers with an attorney.
Enquiries arriving after hours waited until morning, by which time many callers had signed with another firm. Intake staff spent time on cases the firm would never take.
The approach.
- 01Encoded the firm's case criteria: incident type, dates, injuries and jurisdiction.
- 02Collected facts conversationally on chat and phone, around the clock.
- 03Booked consultations for qualified callers and politely referred the rest.
- 04Logged every conversation to the case management system.
Claude gathers the incident facts, checks them against the firm's criteria and books or refers, without giving legal advice.
How we measure it.
Response time comes from chat and phone logs. Signed cases are compared with the same months the year before. Intake time is logged per enquiry.
Before you ask.
No. Beyond Technologies limits it to collecting facts and booking consultations, and it says so to every caller.
Clio, Filevine and others with an API. Every conversation is logged to the matter.
Want this measured on your own data? Start with a pilot.
Let's put AI to work in your business.
A 30-minute call. You bring the workflow or the roadmap — we'll tell you what's feasible, what it costs, and what we'd build first.