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Legal Client IntakeTier A · High-ticket local businesses

Every inquiry, summarized before you call back.

Your intake form turns into a clean case summary, a first conflict check and an engagement letter draft, marked for attorney review. The prospective client hears from you in seconds, and you review everything in minutes.

Try it for 7 days for $9Or have us set it up

Then $161 a month. Cancel anytime. For US businesses.

Work order · ExampleNo. 04

Reyes Law Group

Legal Client Intake

  1. 7:52 PMWeb inquiry: car accident two weeks ago, other driver was cited
  2. 7:53 PMOne-page case summary drafted
  3. 7:53 PMEngagement letter draft ready
  4. Next dayAttorney reviews and books a consult
Example with a made-up business. Your messages use your name and your details.
DRAFTEDFOR ATTORNEY REVIEW

The problem

Why this matters.

Prospective clients contact several firms. The one that responds first, and knows the facts when it calls back, usually gets the consultation.

  • Web forms and voicemails pile up while you're in court or with clients.
  • Writing up each inquiry takes 15–30 minutes you don't bill.
  • Conflict checks and engagement letters start from scratch every time.

How it works

What happens, step by step.

  1. Step 1

    They reach out

    Through your ready-made intake form, your website form (via a link or Zapier), or your notes from a call.

  2. Step 2

    They get a confirmation, you get a summary

    They're told an attorney will review it and that you aren't their lawyers yet. You get a case summary with the people involved, dates and what to check first.

  3. Step 3

    You review and decide

    Check the flagged conflicts, edit the engagement letter draft and send it. They get polite follow-ups until they book, or a non-engagement letter draft if you decline.

What's in the kit

Everything you need to run it.

  • The working automation

    Hosted for you, with an inquiries list, a client list for conflict checks and PDF drafts. An n8n version works with your own email and Google Sheet.

  • A 6-lesson video course

    Why speed wins consultations, how the drafts are made, setup, your letter templates, tracking results and growing your intake.

  • A step-by-step setup guide

    Including a plain-English note on confidentiality and AI.

  • Video guides

    A full setup walkthrough and a short demo.

  • A marketing pack

    Wording for your website, voicemail greeting and social posts.

The course

6 short lessons.

  1. 01Why the first prepared call wins the consultationIn the trial · 4 min
  2. 02How the summary, conflict check and letter drafts are madeIn the trial · 5 min
  3. 03Set it up and put the form on your websiteFull access · 5 min
  4. 04Make the messages and letter drafts your ownFull access · 4 min
  5. 05Track response time, consultations and hiresFull access · 4 min
  6. 06Grow your intake without growing your staffFull access · 4 min

Questions

Before you start.

Does it give legal advice?

No. The prospective client only gets a confirmation and follow-ups about booking a consultation. The summary and letters are drafts for you, marked "Draft for attorney review."

Can the AI make mistakes?

Yes, like any draft. It reports what the person wrote, flags dates instead of calculating deadlines, and shows their own words at the bottom of every summary so you can check it. You can also turn AI off.

What about confidentiality?

Inquiry details are stored in your account and, if AI is on, sent to our AI provider (Anthropic), which doesn't train on this data under its commercial terms. Check your state bar's guidance on AI tools. The setup guide explains the options.

How does the conflict check work?

Every name in a new inquiry is compared with past inquiries and the client list you upload. Possible matches are flagged, and follow-ups are held until you look. It's a first pass, not a replacement for your full conflict check.

Does it work with Clio or MyCase?

Yes, through a Zapier or Make webhook: each new inquiry can be sent to your case management software or a spreadsheet.

Where do the engagement letter terms come from?

From your settings: your fee terms for each practice area and your standard terms. The AI only drafts the scope paragraph for you to edit. It never sets fees.

PlanLegal Client Intake
7-day trial
$9
Then monthly
$161/mo

In the trial: the working tool, the setup guide and lessons 1–2 of the course.

After your first monthly payment: the full course, video guides, the n8n file, the marketing pack and priority support.

Try it for 7 days for $9

Cancel anytime · US businesses only

$9 for 7 days, then $161 a month. Cancel anytime from your dashboard.

Texting number and standard texting fees included. US carriers require a one-time registration for business texting (A2P 10DLC); we walk you through it.

Call back first, and prepared.

Start the 7-day trial and have your intake form live today.

Try it for 7 days for $9