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A brain injury, as the agent takes the call

Whoever calls for them, the injuries and the dates, with no assessment.

  • A brain injury is an injury call, however it happened: the agent takes the intake, and lets the caller tell what happened in their own words before anything structured.
  • When a brain injury leaves an adult unable to speak for themselves, whoever calls for them is the contact.
  • It asks whether they are already working with another attorney on it. A caller who already has a lawyer on that matter is ended politely, with no conflict check and no more questions.
  • For your conflict check it asks the other driver’s name after a crash, who owns or runs the place after a fall, and otherwise who the caller thinks is responsible for what happened.
  • For a hurt adult it asks, one question at a time, whether they have seen a doctor, whether they are still being treated, any hospital stay, surgery, missing work and ongoing pain.
  • A hospital stay, surgery or ongoing treatment, not just an ER visit, goes into the summary for you to weigh; on its own it never earns a transfer.
  • For an adult who can’t speak for themselves it asks no qualifying questions and makes no assessment, and never tells the caller what kind of claim they have, whether they have one, whether they may bring one, or any deadline.
  • Asked how long they have to file, it says there are deadlines and they vary, so that is one for the attorney, flags that they asked, and never states a period or whether they are in time.
  • It puts that category, an adult who can’t speak for themselves, in the first line of the intake summary.
  • Those calls are among the categories never qualified or booked automatically: they always go to a callback or a live transfer, never straight onto your calendar, whether or not a calendar is connected.
  • A brain injury that was life-threatening, or a death from one, means the agent offers to put the caller through to you live, in the hours you allow transfers, instead of booking a consultation; an emergency still going on is sent to 911, never put through to your firm.
  • If no transfer happens, it tells the caller it is passing everything they said to the office and asks what time to reach them at that number; it passes that time on and never promises when you will call.
  • It never says whether your office takes the case, whether it sounds strong or what it is worth: that is for your attorney, from the email.

Every question the intake asks

Not a message-taker

A generic AI receptionist takes a message. This one runs your intake.

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.

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.

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.

The whole call, step by step

Pricing

One plan. Every answered call included.

One plan, $149 a month, every answered call included. Fair use is a guide of up to 100 answered calls a month for one firm’s own line, not a cap: nothing meters your calls or cuts them off at that number. If you are consistently and substantially above it, we may get in touch to agree terms that fit that volume, and if we cannot agree any, the Terms of Service let either side end the plan.

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
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