Callers hire the firm that answers first: our AI answers every call at once, day or night, and takes each caller’s intake for personal injury, workers’ comp, criminal defense and family law.
Check the AI’s work: each intake email gives its summary and what the caller told it, and the call’s recording and full transcript are in your dashboard. AI intake and the ethics rules
Example email after a call, invented caller
Subject Hot case: Dana Whitfield — transferred to your line
HOT CASE
adjuster pushing for a recorded statement
Caller
Name: Dana Whitfield
Conflict check
Clear: no matching contacts or matters in your Clio for “Dana Whitfield” or “Ray Kessler”.
Call the number we give you from your own phone and hear the agent take an intake — up to 15 minutes of test calls, before you add a card. First month free: a 30-day free trial, every answered call included, one trial per firm. Card on file, nothing charged before day 31. No setup fee. Month to month. US firms, calls in English and — if you switch it on — Spanish.
Demo call, TEST firm, invented caller. No sound.
Caller
Yeah — hi. I got hit on the way home from work on Tuesday, and my neck has been really bad since.
Agent
I'm sorry that happened. Take me through it — what happened on Tuesday?
Hear our agent take an intake on the demo line, 75 seconds
Recorded on our demo line: our AI agent answering an automated test caller who plays an invented person. It starts after the opening disclosure every call begins with.
From the recording:
Caller (invented)
I was rear-ended Tuesday while stopped at a red light on Park Street in Madison. The insurance adjuster called this morning asking for a recorded statement and quick settlement, and that worries me.
Agent
That would worry anyone. Were you hurt in the crash?
Caller (invented)
Yes. I went to the ER that night; they said it was soft tissue, but my neck still hurts and I can’t turn my head properly.
Read the whole recording (machine transcript, unedited)
Caller (invented): I was rear-ended Tuesday while stopped at a red light on Park Street in Madison. The insurance adjuster called this morning asking for a recorded statement and quick settlement, and that worries me.
Agent: That would worry anyone. Were you hurt in the crash?
Caller (invented): Yes. I went to the ER that night; they said it was soft tissue, but my neck still hurts and I can’t turn my head properly.
Agent: And are you working with another attorney on this already?
Caller (invented): No, I haven’t talked to any lawyer yet.
Agent: Thank you for telling me that -- I'm going to take this down for the office. Before we get into the details, I need to take a couple of names for our records. Can I start with your full name?
Caller (invented): Dana Whitfield.
Agent: Dana Whitefield. And do you know the name of the other driver?
Caller (invented): It’s Dana Whitfield—W-h-i-t-f-i-e-l-d. The other driver was Ray Kessler.
Agent: Dana Whitfield, W-H-I-T-F-I-E-L-D, and the other driver, Ray Kessler. Is that right?
A generic AI receptionist takes a message. This one runs your intake.
Anyone can pick up at two in the morning. What matters is what happens in the next few minutes.
1
A conflict check before any booking
The agent takes the caller’s name and, when they know it, the other side’s — the other driver, the property owner, the dog’s owner, the business — and searches your Clio contacts and matters while they are on the line. If the other party is marked as your client in Clio, is the client on a matching matter, or is an earlier caller whose details Intake Gateway sent to your Clio in the last 13 months, the call ends in a callback and a flag for you, never a consultation on your calendar. Any other match on the other party, and a caller you already know, is booked as usual and flagged anyway.
2
Real personal injury qualification
Any kind of injury, not just crashes: what happened and when, injuries and treatment, who is responsible, whether an adjuster has already called. Then the questions that only matter for what actually happened — a police report for a crash, how long the hazard had been there for a fall, who owns the dog, whether they still have the product. Asked as a conversation, not read as a form.
3
Urgent cases offered a live transfer
A fatality, anything involving a city or a public body, an adjuster pushing for a recorded statement, evidence about to disappear: the agent recognizes the signs and offers to put the caller through to you live, in the hours you allow transfers. When it is unsure, it offers the transfer.
4
A callback promised, or a consultation booked or requested
Every routine caller is told the office will call them back, and gives the time that suits them. Connect a calendar and the agent books an ordinary case's consultation instead, from your real availability, while the caller is still on the phone, or requests one where your calendar asks you to confirm.
5
The caller lands in Clio, if you use Clio
Connect Clio and the caller is added there as a contact after the call — name, phone, email and address, nothing re-typed. The full intake arrives by email and in your dashboard, with Clio or without — the product works either way.
6
You hear every call
The recording, the transcript, a summary and the structured intake for every call are in your dashboard. Download what you need for your file: the recording, transcript, summary and intake are removed on a fixed schedule measured from each call.
After every call except one we are confident is spam, an email with the facts: a hot case named in the subject line, who called, the conflict check if you connected Clio, the summary and the intake.
Never the recording or the transcript. Those stay behind your sign-in, so a summary you forward cannot carry a caller’s voice out with it.
Example — an invented caller, the real email format
Subject Hot case: Dana Whitfield — transferred to your line
Your firm: a call handled by Intake Gateway
Call
Received: Thursday, October 8, 2026 at 10:48 PM CDT
Duration: 2 min 18 s
Outcome: transferred live to your line
HOT CASE
adjuster pushing for a recorded statement
Caller
Name: Dana Whitfield
Phone: (608) 555-0123
Consultation
No booking is recorded for this call.
Conflict check
Clear: no matching contacts or matters in your Clio for “Dana Whitfield” or “Ray Kessler”.
Summary
Rear-ended while stopped at a red light on Tuesday; the other driver was ticketed. ER the same night, soft-tissue neck injury, still cannot turn her head properly. Not represented. An adjuster is already pushing for a recorded statement.
The accident
When: Tuesday, on the way home from work
Where: At the light on Park
What happened: Hit from behind while stopped at a red light.
Injuries: Neck pain since; she cannot turn her head properly. The ER said soft tissue.
Treatment: ER the same night.
Police report: The other driver was ticketed.
Other party’s insurance: She has the other driver’s insurance details from the exchange.
Adjuster contact: An adjuster called her this morning wanting a recorded statement and a quick settlement.
The caller is the invented one from the sample call, and every heading and line is exactly what the email says for her call. This firm has Clio connected; without Clio, the conflict check section tells you to run your own conflict check before contacting the caller.
Pick a case: the email your firm gets
The rear-end crash above, and three more kinds of case.
Slip-and-fall
Invented caller, real format
Subject New intake: Marisol Reyes
Your firm: a call handled by Intake Gateway
Call
Received: Saturday, October 10, 2026 at 2:12 PM CDT
Duration: 4 min 11 s
Outcome: completed
Caller
Name: Marisol Reyes
Phone: (608) 555-0147
Consultation
No booking is recorded for this call.
Conflict check
No conflict-check result is recorded for this call. That is not the same as a clear call, and it does not tell you whether a check ran. Run your own conflict check before contacting the caller.
Summary
Slipped on a leak in a grocery store aisle with no warning sign; the manager wrote an incident report. Broken right wrist, now in a cast, missing work. Not represented.
What they told us
When: Yesterday evening
Where: The produce aisle of a grocery store on Main Street
What happened: Slipped on water leaking from a cooler; no sign was out. The manager took an incident report.
Injuries: Broken right wrist and a bruised hip.
Treatment: Urgent care that night, then an orthopedist, who put her wrist in a cast.
Impact on daily life: She cannot work her cashier shifts while her wrist is in the cast.
This firm has no Clio connected, so the conflict check section tells you to run your own.
Dog bite
Invented caller, real format
Subject New intake: Kevin Albright
Your firm: a call handled by Intake Gateway
Call
Received: Saturday, October 10, 2026 at 8:05 PM CDT
Duration: 3 min 16 s
Outcome: completed
Caller
Name: Kevin Albright
Phone: (608) 555-0162
Consultation
No booking is recorded for this call.
Conflict check
Clear: no matching contacts or matters in your Clio for “Kevin Albright” or “Glen Moss”.
Summary
Bitten on the forearm by a neighbor’s dog that got out of its yard; eight stitches at the ER. Animal control took a report. The dog’s owner is Glen Moss. Not represented.
What they told us
When: This afternoon
Where: The sidewalk outside his neighbor’s house
What happened: His neighbor’s dog got out of its yard and bit him on the forearm as he walked past.
Injuries: A deep bite to the left forearm; eight stitches.
Treatment: ER the same day: stitches, antibiotics and a tetanus shot.
Police report: Animal control took a report.
This firm has Clio connected, and both names the caller gave were searched.
Injury at work
Invented caller, real format
Subject New intake: Luis Ortega
Your firm: a call handled by Intake Gateway
Call
Received: Monday, October 12, 2026 at 6:30 AM CDT
Duration: 3 min 44 s
Outcome: completed
Caller
Name: Luis Ortega
Phone: (608) 555-0188
Consultation
No booking is recorded for this call.
Conflict check
No conflict-check result is recorded for this call. That is not the same as a clear call, and it does not tell you whether a check ran. Run your own conflict check before contacting the caller.
Summary
Fell from a ladder at work on Thursday; lower-back injury with pain down his left leg, off work since. Reported it to his supervisor the same day. Not represented.
What they told us
When: Thursday morning
Where: The warehouse where he works
What happened: Fell from a ladder while stocking a high shelf.
Injuries: Lower-back injury, with pain down his left leg.
Treatment: Seen at a clinic the same day and told to stay off work for now.
Impact on daily life: He has not worked since.
This firm has not switched workers’ compensation on, so an injury at work is one of the kinds the agent takes down in full and does not qualify, and nothing is booked.
Set up in an afternoon, without talking to anyone.
No quote, no onboarding call, no specialist. The price is on the pricing page, and the setup is four steps.
Create your account
Firm name, email and the agreement; the link we email signs you in. A few minutes, no sales call.
Set your agent's rules
The number urgent cases ring and the hours they may, your office facts and fee sentence, and whether to offer Spanish. Clio and a calendar are optional connections here, not requirements.
Get your number and hear your agent
Call the number we give you from your own phone and hear the agent take an intake — up to 15 minutes of test calls, before you add a card.
Add your card and route your calls
The trial starts. Keep your number and forward it to the line we give you: start with nights and weekends, or forward only the calls you don't answer, or every call.
At a typical $284 per personal injury lead and a 7% consultation rate, each consultation costs about $4,057 in ad spend. If better intake lifted that rate to 10% — an intake improvement, not a bigger ad budget — the same consultation would cost about $2,840.2
$4,057ad spend per consultation at a 7% rate
$2,840if intake lifts it to 10% — 43% more consultations from the same spend
Built to be safe on the phone
The rules it is built to keep.
Every call opens with a fixed recording and AI disclosure, in every state: the same words every time, not composed on the call.
A match on the other party that is your client, your client on a matter, or an earlier caller whose details Intake Gateway sent to your Clio in the last 13 months means a callback, not a booking — and never a name read back.
No retainer or engagement letter is ever sent. The agent does not have one.
Repeat spam numbers and robocall bursts are turned away before the call is answered, based on your own line’s history with that number.
Recordings and transcripts sit behind your sign-in, and you can delete any call’s yourself.
One plan, $149 a month, and nothing is metered or billed per call. First month free: a 30-day free trial, every answered call included, one trial per firm. Card on file, nothing charged before day 31.
Intake Gateway
$149 / month
Every answered call included — nothing is metered or billed per call
24/7 intake in English, and in Spanish if you switch it on
Urgent cases are offered a live transfer in your hours; others get a callback, or a booked or requested consultation for an ordinary case once a calendar is connected
An email with the summary and intake after every call except one we are confident is spam
Start with nights and weekends. Forward your line only after hours, only the calls you don’t answer, or every call — a choice you make with your phone carrier or phone system, not a setting here, and can change at any time.
It answers whenever you route calls to it: only after hours, only when you don’t answer, or all the time. You decide by how you forward your number with your carrier, and you can change that at any time.
Which cases does it handle?
Personal injury, all of it. Car and truck crashes, falls and other premises injuries, dog bites, defective products. Wrongful death is taken too, but — like four other kinds below — captured carefully rather than treated as an ordinary case. Everything else gets the intake — what happened, the injuries, the treatment, who is responsible — plus the few questions that only matter for that kind of case.
The agent never tells a caller you don’t handle something, because it cannot know that. Your office decides which matters it takes; the agent’s job is to make sure you have the call.
Some kinds it captures carefully and deliberately does not qualify — medical malpractice, any injury at work unless the firm has switched workers’ compensation on, anything with a government body involved, wrongful death, and an injured child, or an adult who can’t speak for themselves. Those carry rules and deadlines that differ from an ordinary injury claim, so it takes the details, flags them clearly, and leaves the judgment to you.
What happens on an urgent call?
The agent asks the caller whether they would like to be put through to you now, then transfers the live call to the number you set, in the hours you allow transfers. If nobody picks up, the caller is promised a callback — or, for an ordinary case with a calendar connected, offered a consultation — and the call is flagged for you.
Do callers know it is an AI?
Every call opens with a fixed disclosure, sent as the agent’s opening line rather than composed on the call: the caller is speaking with an AI assistant and not an attorney, the call is recorded and transcribed, staying on the line is consent, and anyone who would rather not be recorded can hang up. It is written for all-party-consent recording states; whether it meets your bar’s rules is for you to check. It is not something a firm can switch off.
A caller can talk over it, as on any phone call, and the agent does not start it again. After each call we check the transcript for it and show the result on the call’s page. Asked whether they are talking to a real person, the agent says it is an AI assistant.
No menu, no recording, no “press one”. It is a modern AI voice holding a conversation, and it talks the way the sample call reads: one open question first, then one question at a time, reading names and numbers back before it moves on.
It does not pretend to be a person, either. Its fixed opening tells the caller they are speaking with an AI assistant, and if a caller asks whether they are talking to a real person, it says it is not, straight away.
Sometimes it will — a name misheard, a detail missed, a call judged routine that you would have called urgent. So it is built to fail towards you rather than away from you.
It reads each name, number and email back before moving on, and a name or email it still cannot confirm is flagged as unconfirmed in the summary rather than passed off as right. When a call could be urgent, it treats it as urgent: it offers the caller a transfer to you if you allow transfers at that hour, and the call is flagged either way. And it never tells a caller you do not handle something, so a case you would take is not turned away on a guess.
Each call’s recording and transcript are in your dashboard, kept on a fixed schedule measured from the call unless you place a legal hold on it, so you can hear what was actually said rather than rely on the summary. It is instructed never to give legal advice, quote a fee of its own or promise representation, and to pass those questions to the attorney. None of this is a guarantee, and the Terms say so: the callback, and the judgment, stay yours.
What happens when it is an adjuster, or a court, calling?
They reach the same line, and they are handled as messages rather than leads. The agent never confirms or denies that anyone is a client of your firm and never discusses a matter. It takes the message and asks whether it can wait. For your own client, or a court, who says it cannot wait, the agent tries to put them through to you live, in your transfer hours, without asking them first; anyone else who says so has the message marked urgent instead, because “it can’t wait” is the first thing a salesperson says.
Because there is nobody to demo it, quote it or onboard you — which is most of the reason the price is one number on a public page rather than something you have to ask for, and why you can be answering calls this afternoon. Everything between us is in writing, at the address in the footer. That is a real trade, and it should be a knowing one.
Your number never moves. It stays with your carrier and you reach us by forwarding it, so turning that forwarding off puts your line back, at any hour, without asking us or waiting for us — on AT&T or T-Mobile, check that it didn’t also switch off your carrier voicemail. Billing is month to month on top of that.
Does it handle Spanish-speaking callers?
Yes, from launch, at no extra cost. You switch Spanish on yourself — it is off until you do, and the setting asks you to turn it on only if someone at your firm can follow up with a Spanish-speaking client. An intake we take in Spanish is no use to a caller your office then cannot talk to.
Where do calls come in?
On your existing number, forwarded to the line we provide — only after hours, only when you don’t answer, or every call, as you set it with your carrier. Your number stays with your carrier.