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AI-Powered Intake System for Forward-Thinking Law Firms

Transform your client acquisition process with our intelligent intake system. Automatically collect case information, qualify leads, and convert more prospects into clients.

AI Intake System for Law Firms

Powerful Features of Our AI Intake System

Intelligent Lead Qualification

Automatically assess case viability and prioritize high-value potential clients.

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Custom Intake Forms

Tailored questionnaires for different practice areas to capture relevant case details.

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Conflict Checking

Automatically screen for potential conflicts of interest before proceeding with intake.

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Document Collection

Securely request and receive essential documents from potential clients.

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CRM Integration

Seamlessly connect with your existing case management software and CRM systems.

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Analytics Dashboard

Track conversion rates, identify bottlenecks, and optimize your intake process.

Use Cases for Law Firms

Our AI intake system adapts to various legal scenarios, helping you streamline client acquisition across practice areas.

Personal Injury Intake

Personal Injury Intake

Collect accident details, injury information, insurance data, and medical records. Automatically assess case value and statute of limitations.

Family Law Consultation

Family Law Consultation

Gather relationship history, asset information, and specific legal needs. Help clients understand their options before the first consultation.

Criminal Defense Screening

Criminal Defense Screening

Securely collect case details, establish timeline, and identify key witnesses. Prepare attorneys with essential information before client meetings.

Estate Planning Preparation

Estate Planning Preparation

Inventory assets, identify beneficiaries, and understand client goals. Streamline the document preparation process for wills and trusts.

Benefits for Your Law Firm

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Increase Conversion Rates

Convert more website visitors and phone inquiries into qualified leads and paying clients.

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Save Staff Time

Reduce the hours your team spends on manual intake processes and data entry.

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Improve Client Experience

Provide a modern, convenient intake process that impresses potential clients from the start.

Reduce Errors

Eliminate manual data entry mistakes and ensure complete information collection.

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24/7 Availability

Capture potential client information at any time, even outside of business hours.

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Data-Driven Decisions

Gain insights into your intake process to continuously improve conversion rates.

Seamless Integrations

Our AI intake system connects with the tools you already use, creating a smooth workflow for your firm.

Clio

Clio

MyCase

MyCase

PracticePanther

PracticePanther

Rocket Matter

Rocket Matter

Salesforce

Salesforce

HubSpot

HubSpot

Microsoft 365

Microsoft 365

Google Workspace

Google Workspace

Success Stories

Smith & Associates Law Firm

Smith & Associates

Personal Injury Firm

53% Increase in Qualified Leads

"Before implementing Lawtte's AI intake system, we were missing potential clients who contacted us after hours. The manual intake process was also error-prone and time-consuming for our staff. Since adopting the AI intake system, we've seen a 53% increase in qualified leads and reduced our intake processing time by 75%."

53%

Increase in qualified leads

75%

Reduction in processing time

32%

Increase in conversion rate

Ready to Revolutionize Your Client Intake Process?

Join hundreds of law firms that have transformed their client acquisition with our AI intake system.

Frequently Asked Questions

How does the AI intake system work with our existing website?

Our system integrates seamlessly with your existing website through a simple embed code or as a standalone landing page. We can match your firm's branding for a consistent user experience.

Is the AI intake system secure and compliant with legal industry standards?

Yes, our system is built with security and compliance as top priorities. We use bank-level encryption, comply with all relevant data protection regulations, and implement strict access controls to protect client information.

Can we customize the intake questions for different practice areas?

Absolutely. Our system allows you to create custom intake forms for each practice area, ensuring you collect the specific information needed for different case types.

How long does implementation take?

Most law firms are fully implemented within 1-2 weeks. Our team handles the setup, integration with your existing systems, and training for your staff.

What kind of support do you provide?

We offer comprehensive support including 24/7 technical assistance, regular system updates, and a dedicated account manager to help optimize your intake process.

Full directory

Every practice area, every product.

The complete map of what Lawtté Concierge, Lawtté Link, and Lawtté Scale do across each practice area we serve. Use this as a reference for what each AI agent handles.

AI Receptionist & Intake

Lawtté Concierge

Every call answered, every chat qualified, every consult booked — 24/7, in 10+ languages, with zero IVR menus.

AI Case Manager

Lawtté Link

Document retrieval, live case updates, and context-aware answers — synced with Clio, Filevine, MyCase, and CasePeer.

AI Lead Management

Lawtté Scale

Welcome-to-close follow-up, outbound dialer, and retargeting across the full client lifecycle.

Practice area

Personal Injury

Built for PI velocity — high-volume intake, DEC letter chases, and medical record retrieval at scale.

Lawtté Concierge

AI Intake Specialist

24/7 empathetic personal injury client onboarding — accident assessment, medical documentation, witness statements, insurance verification, and attorney scheduling.

Lawtté Concierge

AI Legal Receptionist

24/7 call handling integrated with Clio/MyCase. Real-time case updates, AI spam filter, 20 concurrent calls, and direct routing — no IVR menus.

Lawtté Scale

PI Auto-Dialer Pro

AI-powered outbound engine: 100+ targeted calls in 10 minutes for DEC letter demands, medical record retrieval, and bulk client status updates.

Lawtté Link

AI Case Manager

Retrieves medical records, surfaces case notes, and tracks statute of limitations — synced with FileVine, CasePeer, Clio, and MyCase.

Practice area

Immigration

Multilingual, trauma-aware intake with USCIS filing watch and embassy document retrieval — in any language.

Lawtté Concierge

Global Intake Specialist

Multilingual, accent-adaptive intake across 10+ languages. Identifies asylum, family, or employment-based pathways with empathy-driven, trauma-aware conversation.

Lawtté Concierge

Immigration Reception

24/7 call management with real-time case sync, AI spam filter, direct staff routing, and high-volume call handling for immigration practices.

Lawtté Scale

Immigration Outreach Commander

Outbound engine for 150+ daily immigration calls — embassy document retrieval, application status verification, and bulk client updates.

Lawtté Link

AI Case Manager

Tracks USCIS filings, retrieves embassy documents, monitors visa bulletin movement, and surfaces RFE deadlines — bilingual, secure.

Practice area

Criminal Defense

Court-aware client handling with live docket tracking, hearing reminders, and discreet after-hours intake.

Lawtté Concierge

AI Intake Specialist

24/7 empathetic criminal defense client onboarding — case assessment, legal documentation, bail status verification, and attorney scheduling.

Lawtté Concierge

AI Legal Receptionist

24/7 call handling for criminal defense firms with real-time case sync, smart routing, AI screening, and concurrent call capacity.

Lawtté Link

AI Case Manager

Retrieves court filings, tracks dockets, organizes discovery, and alerts on hearing dates — connected to state and federal court systems.

Lawtté Scale

Criminal Defense Outreach

Automated outbound for court-date reminders, witness coordination, post-conviction follow-up, and probation check-ins. TCPA-compliant, 100+ calls/hour.

Practice area

Employment

EEOC-aware intake and witness coordination — workplace matters handled with deadline precision.

Lawtté Concierge

AI Intake Specialist

24/7 employment law client onboarding — case assessment, employment documentation, workplace incident logging, and attorney scheduling.

Lawtté Concierge

AI Legal Receptionist

24/7 call handling integrated with employment case management. Real-time updates, AI screening, and direct attorney routing.

Lawtté Link

AI Case Manager

Tracks EEOC and agency filings, retrieves employment records, organizes severance/contract docs, and surfaces statute deadlines.

Lawtté Scale

Employment Outreach

Outbound for witness outreach, class-action plaintiff verification, settlement follow-up, and deposition scheduling. 100+ calls/hour, TCPA-compliant.

Practice area

Medical Malpractice

HIPAA-grade record retrieval, expert coordination, and chronological treatment timeline assembly.

Lawtté Concierge

AI Intake Specialist

24/7 empathetic medical malpractice client onboarding — case assessment, medical documentation, treatment history, and insurance verification.

Lawtté Concierge

AI Legal Receptionist

24/7 call handling for malpractice firms — real-time case sync, AI screening, attorney routing by specialization, and expert coordination.

Lawtté Link

AI Case Manager

Batch-retrieves medical records, coordinates expert witnesses, and assembles treatment chronologies. HIPAA-compliant.

Lawtté Scale

Medical Malpractice Outreach

Bulk outbound for medical record chasing, expert coordination, plaintiff updates, and adjuster pressure calls. HIPAA-aware, 100+ calls/hour.

Practice area

Entertainment Law

NDA-first handling for talent, studios, and production — across global markets and tight schedules.

Lawtté Concierge

AI Intake Specialist

24/7 entertainment industry client onboarding — contract documentation, rights & royalty tracking, project status, and attorney scheduling.

Lawtté Concierge

AI Legal Receptionist

24/7 call handling for entertainment firms — talent/studio routing, NDA-aware protocols, and high-profile client handling.

Lawtté Link

AI Case Manager

Retrieves contracts, tracks royalties and rights, maintains chain-of-title, and enforces NDA boundaries — synced with industry-specific matter management.

Lawtté Scale

Entertainment Outreach

Outbound for talent coordination, rights holder outreach, contract renewal follow-up, and guild coordination. Confidentiality-first, 100+ calls/hour.

Practice area

Estate Planning

Warm, family-aware coordination — beneficiaries, signings, and life-event triggers handled with care.

Lawtté Concierge

AI Intake Specialist

24/7 empathetic estate planning client onboarding — needs assessment, asset documentation, family structure, and attorney scheduling.

Lawtté Concierge

AI Legal Receptionist

24/7 call handling for estate firms — document status updates, AI screening, and family-meeting calendar coordination.

Lawtté Link

AI Case Manager

Tracks will/trust document status, coordinates beneficiaries, maintains asset inventory, and triggers annual plan-review reminders.

Lawtté Scale

Estate Planning Outreach

Outbound for annual plan reviews, life-event triggers, beneficiary notifications, and probate coordination. Warm, respectful, 100+ calls/hour.

Practice area

Bankruptcy

PACER-synced docket monitoring, creditor handling, and 341 meeting coordination — start to discharge.

Lawtté Concierge

AI Intake Specialist

24/7 empathetic bankruptcy client onboarding — financial assessment, debt and asset documentation, creditor verification, and chapter recommendation.

Lawtté Concierge

AI Legal Receptionist

24/7 call handling for bankruptcy firms — filing status updates, creditor call management, and court-date calendar sync.

Lawtté Link

AI Case Manager

PACER-integrated docket monitoring, creditor claim tracking, financial document retrieval, and 341 meeting coordination.

Lawtté Scale

Bankruptcy Outreach

Outbound for creditor negotiation, document chasing, court-date reminders, and post-discharge support. TCPA-compliant, 100+ calls/hour.