PreIntake.ai screens leads like your best paralegal—before they hit your CRM. Practice-specific qualification for PI, Immigration, Family Law, Bankruptcy, and more.
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Forms and chatbots flood your inbox. Your staff wastes hours on leads that never sign. Real cases slip through the cracks.
Generic chatbots don't understand SOL deadlines, jurisdiction issues, or practice-specific disqualifiers.
Form submissions give you data. They don't tell you if the case is worth pursuing or why.
Most intake tools try to replace your CRM. You end up with another system to manage.
We sit in front of your CRM—Lawmatics, Clio, Filevine—and make sure only real cases get there.
| Feature | Form Builders / CRMs | PreIntake.ai |
|---|---|---|
| Intake Style | Static forms, fixed fields | Conversational AI that adapts |
| Screening | Generic lead scoring | Practice-specific legal screening |
| Disqualification | Manual review required | Instant (SOL, jurisdiction, conflicts) |
| Output | Raw form data | Routing + plain-English rationale |
| Integration | Replaces your system | Feeds INTO your existing CRM |
Every lead gets screened and routed automatically. Your staff only sees qualified cases.
Clear liability, documented injuries, within SOL, no existing representation.
Promising case but missing key documents or unclear on certain facts.
Outside SOL, wrong jurisdiction, existing representation, or clear disqualifier.
Each practice area has its own screening logic, qualification criteria, and conversational flow.
Enter your firm's website. We'll analyze your practice areas, brand colors, and current intake—then generate a working demo.
Instant analysis of your firm. Customized demo delivered to your inbox in under a minute.