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AI-Powered Legal Intake

Pre-Screen Every Inquiry
Before They Reach Your Firm

Most law firms treat intake as data collection. It's not—it's triage. Without structured screening, your strongest matters compete for attention with submissions that should never reach your desk.

PreIntake.ai puts practice-specific screening in front of your intake workflow, so the best matters rise to the top immediately.

🔒 Zero Data Retention — Processed and delivered, never stored.
⚡ Live in Minutes — Embed on your website or use a hosted link.
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Intelligent Inquiry Assessment

Every inquiry is reviewed and assessed automatically. Your staff knows exactly how to prioritize each one.

GREEN

Strong Case Indicators

Clear liability, documented injuries, within SOL, no existing representation.

→ Instant Calendar Booking
YELLOW

Needs Documentation

Promising case but missing key documents or unclear on certain facts.

→ Queued for Records Review
RED

Not a Fit

Outside SOL, wrong jurisdiction, existing representation, or clear disqualifier.

→ Inquiry Informed + Full Details Delivered

Every Inquiry Delivered With:

  • Complete case summary — Not raw form data
  • Qualification rating — Green / Yellow / Red
  • Recommended next step — Priority follow-up or polite decline
  • Full conversation transcript — See exactly what was asked

Your Personalized Demo is Ready

See exactly how AI-powered intake will work for your firm—using your branding and practice areas.

See How It Works

Don't have a website? Try our hosted solution →

Demo ready in about a minute.

Built Around Your Practice Areas

We configure custom intake logic based on how your firm evaluates cases. The practice areas shown below are examples of how PreIntake.ai adapts to different legal disciplines.

🚗 Personal Injury

  • Vehicle accidents (Car, Motorcycle, Truck)
  • Rideshare incidents (Uber/Lyft)
  • Premises liability, Dog bites
Checks: SOL, fault, injuries, insurance, representation

🌎 Immigration

  • Family-based (spouse, parent, sibling)
  • Employment-based (H-1B, L-1, PERM)
  • Asylum, VAWA, U-visa
Checks: Visa status, timeline, bars, violations

👨‍👩‍👧 Family Law

  • Divorce (contested/uncontested)
  • Child custody and support
  • Protective orders
Checks: Jurisdiction, children, assets, urgency

💳 Bankruptcy

  • Chapter 7 (liquidation)
  • Chapter 13 (reorganization)
  • Means test pre-qualification
Checks: Income, debt type, prior filings

⚖️ Criminal Defense

  • Misdemeanor and felony defense
  • DUI/DWI
  • Federal crimes
Checks: Charges, court dates, bail, representation

📊 Tax Litigation

  • IRS disputes and audits
  • State tax agency conflicts
  • Offer in Compromise
Checks: Tax type, amount, procedural posture

Your Data, Your Control

Unlike competitors who store everything, PreIntake.ai is built with privacy at its core.

Zero Data Retention

We never store client intake data. Inquiries are processed in real-time, delivered to you, then immediately discarded. Your clients' information never sits on our servers.

Real-Time Delivery

All reviewed inquiries arrive in your inbox or CRM within seconds of intake completion. No batching, no delays—immediate action on hot inquiries.

Your Branded Experience

The intake widget embeds seamlessly on your website with your branding. Clients see your firm, not ours. You control the look and feel.

Get Started in 3 Simple Steps

From demo to live intake in minutes, not weeks.

1

Request Your Custom Demo

Enter your website URL or firm details. We build a personalized AI intake demo—free, in under 5 minutes.

2

Create Your Account

Love what you see? Activate your account and we'll finalize your custom intake configuration for production use.

3

Go Live Instantly

Add one line of code to your website—or use our hosted link for email signatures and social profiles. Either way, you're live in minutes.

Simple, Transparent Pricing

No setup fees. No hidden costs. Cancel anytime.

Monthly Subscription
$99/mo
Custom AI intake tailored to your firm's practice areas and branding. Unlimited intake reviews with real-time delivery via email or CRM.

Expert-level review tailored to your practice area. Every inquiry arrives in your inbox with a complete assessment. Cancel anytime—no long-term contracts.

Get Started →

Welcome to Your Demo

1
Try the Intake Conversation Experience the AI-powered screening as your potential clients would
2
See the Case Assessment Watch how inquiries get qualified with a GREEN, YELLOW, or RED rating
3
Receive the Lead Summary A complete report is delivered to your email
I'll explore the site first
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Your Account is Active

Good news! Your PreIntake.ai subscription is already set up and delivering leads to your team.

Complete the Demo?

To see the full value of PreIntake.ai, complete the intake conversation. You'll receive a sample lead notification at:

This shows exactly what your team receives for every inquiry.