An AI, not a call center or a live receptionist
Intake Gateway answers your firm’s line when you can’t, runs a real workers’ comp intake once you switch workers’ comp on, and emails you the facts after every call except one we are confident is spam.
$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).
Smith.ai: $150/mo for 75 calls, as of Oct 2, 2026
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 a workers’ comp intake on the demo line, 39 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)
Hi, I’m Marcus Reyes. I was hurt at work two days ago, and HR said yesterday my claim might be denied because a coworker stacked the pallet wrong. That has me worried about my paycheck.
Agent
That sounds stressful to deal with. Especially with your paycheck on the line. Are you working with another attorney on this already?
Caller (invented)
No, I haven’t talked to any lawyer yet.
Caller (invented): Hi, I’m Marcus Reyes. I was hurt at work two days ago, and HR said yesterday my claim might be denied because a coworker stacked the pallet wrong. That has me worried about my paycheck.
Agent: That sounds stressful to deal with. Especially with your paycheck on the line. 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, Marcus Reyes. And who do you work for?
Caller (invented): Lakeside Freight Services.
Agent: Lakeside Freight Services. What's the best number to reach you on?
Put in your own numbers. The total is arithmetic on the three boxes, worked out on this page.
Starts at 5, an example: count yours from your phone’s missed-call log. For scale, 35% of calls to law firms go unanswered, in business hours.1
Starts at 7%, the share of personal injury leads that reach a scheduled consultation.2 Not every consultation signs, so put your own rate.
Starts at $5,000, an example, not a statistic: put your firm’s own average fee.
$91,000
in fees a year from those missed calls: calls a week × 52 × the share × the fee
$149
a month for Intake Gateway ($1,788 a year), every answered call included
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.
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.
The rear-end crash above, and three more kinds of case.
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.
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.
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.
Workers’ comp, as the agent takes it
Not a message-taker
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.
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.
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.
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