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AI-Powered Intake Screening for Law Firms

Most Inquiry Submissions Won't Become Clients.
Stop Reviewing Them Yourself.

PreIntake.ai screens every inquiry with AI — summarizing the case, qualifying the lead, and routing it to the right attorney before anyone on your team spends a minute on it.

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PreIntake.ai  ·  Personal Injury Qualified
Sarah Chen
(415) 555-0182 sarah.chen@gmail.com San Francisco, CA
SOL: ~20 months remaining (CA 2-year PI statute)
Case Summary
Sarah was injured in a rear-end collision on March 14, 2026 on Highway 101. The at-fault driver was cited by CHP. She received ER treatment the same day and has completed three follow-up visits with a physical therapist. She has not retained prior counsel and is actively seeking representation.
Incident
March 14, 2026
Rear-end collision, Hwy 101
CHP citation issued
Injuries & Treatment
Whiplash, lower back strain
ER + 3 PT follow-ups
Still in active treatment
Screening Results
✓ Within SOL
✓ Clear liability
✓ Medical documentation
✓ Active treatment
✓ No prior counsel
✓ Seeking representation
Case Strength
High
Recommended Action
Priority follow-up within 24 hours. Schedule a consultation — strong liability, active medical treatment, and no competing representation.
Delivered via PreIntake.ai  ·  Today at 9:14 AM
Sample Output

This Is What Lands in Your Inbox

Every inquiry, pre-assessed. Every case, pre-qualified. See what your team receives for each routing outcome.

Qualified Personal Injury
Sarah Chen
(415) 555-0182  ·  sarah@example.com
SOL Deadline: ~1.5 years remaining — CA 2-year SOL, injury March 14, 2026
Case Summary
Sarah was rear-ended on Highway 101 in San Francisco on March 14, 2026. The at-fault driver was cited at the scene. She went to the ER the same day and has completed three follow-up visits with an orthopedist. She reports ongoing neck and lower back pain affecting her work as a nurse. She has not retained prior counsel.
Incident Details
Date: March 14, 2026
Type: Rear-end MVA, Highway 101
Fault: Cited driver, police report on file
Insurance: At-fault carrier confirmed
Injuries & Treatment
ER visit + 3 orthopedist follow-ups
Cervical strain, lumbar disc involvement
MRI ordered, results pending
Lost wages: 4 days nursing shift
Screening Factors
✓ Within SOL — injury under 6 months
✓ Clear liability — police citation, report
✓ Documented medical treatment
✓ Ongoing symptoms, MRI pending
✓ Wage loss documented
✓ No prior representation
Case Strength
High
Recommended Action
Priority follow-up — contact today. Strong liability, documented injuries, and active medical treatment make this a high-value case. Request medical records and MRI results before consultation.
Assessment delivered • March 14, 2026 at 4:32 PM • Personal Injury Screening v2

Followed by the complete conversation transcript.

Needs Review Family Law
Michael Torres
(312) 555-7741  ·  m.torres@example.com
Two minor children involved — custody arrangement may require expedited hearing
Case Summary
Michael is seeking dissolution of a 9-year marriage and custody arrangements for two children (ages 6 and 9). Both parties reside in Cook County, Illinois. He reports shared ownership of a home, joint investment accounts, and a pension. He was previously represented by another attorney in an unrelated real estate matter.
Case Details
Marriage: 9 years, Cook County IL
Children: Ages 6 & 9 (minor)
Custody: Joint sought, no order in place
Prior counsel: Unrelated matter only
Assets & Documentation
Marital home — value unconfirmed
Joint brokerage account, pension
Financial docs: not yet assembled
Separation date: January 2026
Screening Factors
✓ Proper jurisdiction — Cook County IL
✓ Minor children — clear custody scope
✓ Separation date established
⚠ Financial docs not assembled
⚠ Conflict check required — prior counsel
⚠ Pension valuation may require QDRO
Case Strength
Moderate
Recommended Action
Run conflict check before scheduling. Request tax returns, brokerage statements, and mortgage balance prior to consultation. Viable case — documentation gaps are resolvable with intake preparation.
Assessment delivered • May 8, 2026 at 10:17 AM • Family Law Screening v2

Followed by the complete conversation transcript.

Not a Fit Personal Injury
Linda Marsh
(602) 555-3319  ·  linda.m@example.com
SOL Likely Expired — Incident ~4 years ago; AZ 2-year SOL ran approximately 2022
Case Summary
Linda describes a slip and fall at a Scottsdale grocery store approximately four years ago. She saw a doctor once but has no medical records and did not file a claim or incident report at the time. The store has since been remodeled. She is currently represented by an attorney on this matter whom she is unhappy with.
Incident Details
Date: ~April 2022 (4 years ago)
Location: Grocery store, Scottsdale AZ
No incident report filed at time
Property since remodeled
Documentation
Medical: 1 visit, no records retained
Evidence: None preserved
Witnesses: Unknown
Current counsel: Yes — active matter
Screening Factors
✗ SOL almost certainly expired (AZ 2-year)
✗ Currently represented — conflict bar
✗ No medical documentation
✗ No incident report or evidence preserved
✗ Property since altered — spoliation risk
Recommended Action
Decline — multiple hard disqualifiers. Statute of limitations has almost certainly run, and the claimant is already represented. No basis for engagement. Send polite decline with referral to state bar lawyer referral service.
Assessment delivered • May 8, 2026 at 2:44 PM • Personal Injury Screening v2

Followed by the complete conversation transcript.

Live Demo

See It Work on Your Cases

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Your Assessment

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Setup

Live in Under 5 Minutes

No forms to configure. No intake staff to train. Add one line of code and every inquiry arrives pre-screened.

1
Client Submits Your Intake Form

Add one line of code to your website, or share your hosted PreIntake link. No forms to build. No configuration beyond your practice areas.

2
AI Screens the Inquiry

Every submission is assessed using criteria specific to your practice area — statute of limitations, liability signals, case viability, and urgency.

3
Assessment Delivered to Your Inbox

You receive a complete case summary with a GREEN / YELLOW / RED routing recommendation. Qualified leads are flagged for immediate follow-up.

Specializations

Specialized Screening for Every Practice Type

The practice areas below have purpose-built screening logic — specific questions, disqualifiers, and criteria for each. Every other practice type is handled too: PreIntake's AI adapts its questions to the legal matter at hand.

Personal Injury
Liability, SOL, and damages assessment
Family Law
Jurisdiction, minor children, and urgency screening
Criminal Defense
Charges, court dates, and representation status
Immigration
Visa status, timelines, and admissibility bars
Bankruptcy
Income, debt type, and prior filings analysis
Estate Planning
Asset complexity, family dynamics, and urgency
Workers’ Compensation
Claim status, employer reporting, and benefits
Employment & Labor
Discrimination type, EEOC filings, documentation
Medical Malpractice
Provider type, severity, and records review
Tax Law & IRS
Tax type, amount at stake, and procedural posture
Social Security Disability
Claim stage, deadlines, and work history
All Other Practice Areas
Civil litigation, real estate, IP, business law, and more — PreIntake adapts its questions to any legal matter.
Compliance

Built for the Confidentiality Standards Law Requires

Every architectural decision was made with attorney-client privilege and client confidentiality in mind.

Zero Data Retention

Every inquiry is processed and delivered — then permanently purged. No case data, no client information, no conversation history is stored on our servers.

HIPAA-Ready Architecture

No PHI storage means no HIPAA exposure. Conversations are processed in transit and delivered — never written to disk, never retained, never at risk.

Bank-Level Encryption

All data in transit is encrypted with TLS 1.3. Infrastructure runs on Google Cloud US-West regions with SOC 2 Type II compliance at the infrastructure layer.

Pricing

Straightforward Pricing

One plan. Unlimited intake assessments. No setup fees, no per-lead charges, no long-term contracts.

$99
per month
  • Unlimited intake assessments
  • All practice areas supported
  • Email, webhook, or CRM delivery
  • Branded intake widget + hosted link
  • Full conversation transcripts
  • GREEN / YELLOW / RED routing on every inquiry
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