Works with Clio, if you use it
Clio is optional: connect it and Intake Gateway searches your contacts and matters during the call, then adds the caller to Clio as a contact afterwards.
$149 a month, flat. First month free. Every answered call included. Cancel any time. About 8 hours of a receptionist’s pay (US median, BLS May 2025).
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
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.
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.
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.
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?
Caller (invented): Almost—Ray Kessler, K-e-s-s-l-e-r.
Agent: Dana Whitfield, and Ray Kessler, K-E-S-S-L-E-R. Is that right?
Caller (invented): Yes, that’s right.
Agent: And what's the best number to reach you on?
The conflict check
Not a message-taker
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.
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.
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.
Pricing
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.
$149 / month