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A bereaved caller, as the agent takes the call

Only four things asked, in the caller’s own words, and a live transfer offered.

  • A family member who died of an injury, from a crash, a fall, an attack, care gone wrong or neglect in a facility, is an injury call: the agent takes the intake, and never asks a caller who said someone died whether it is about an injury.
  • It uses the caller’s own word for the person, such as “your husband”, never “the deceased”, and says “I’m so sorry.” once, with nothing about what they must feel.
  • 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 takes the caller’s name, the other side and a callback number, with no email and no mailing address.
  • It takes only four things: who died, when, what happened, and how they were related. It first says back in one sentence what the caller has told it, then asks only what that lacks.
  • It never asks a bereaved caller about injuries or treatment, and takes nothing more from them.
  • A death from an injury is a hot case: the agent offers to put the caller through to you live, in the hours you allow transfers, instead of booking a consultation. A death still happening is an emergency, sent to 911, never put through to your firm.
  • It never books a consultation on that call, whatever the calendar says, and never tells the caller whether they may bring a claim, what kind of claim it is, or any deadline.
  • 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.
  • When the cause of death is unknown, its only question is “Can you tell me a bit more about what happened?”, and if the cause is still unknown it treats it as an injury death.
  • A death from illness or age, with no one’s care or conduct in question, is not an injury: the agent says “I’m so sorry.” once, asks nothing about how they died, and takes a message for your office.
  • 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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