Intake Gateway answers your firm’s line when you can’t and runs a real personal-injury intake — crashes, falls and other premises injuries, dog bites, defective products.
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.
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?
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.
Scope at launch
Every kind of injury, and the five it leaves to you.
The intake covers personal injury of every kind. Everything else gets the same core intake plus the few questions that only matter for that kind of case.
Five 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. The agent takes the details, names the kind in the first line of the summary in your email, and asks nothing that would look like an assessment.
It never tells a caller you don’t handle their kind of case. It cannot know what you take. That is your call, made when you read the intake.
A caller who already has a lawyer on that matter is ended politely and is never transferred.
It never evaluates the merits, quotes a fee of its own or promises representation.
A generic AI receptionist takes a message. This one runs your intake.
1
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.
2
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.
3
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.
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