Frequently Asked Questions

PreIntake.ai provides an AI-powered chat widget that you embed on your law firm's website. When potential clients visit your site, they interact with our intelligent intake system that:

• Engages them in a natural, conversational intake experience
• Asks practice-specific screening questions based on your firm's criteria
• Evaluates responses against legal qualifications (SOL, jurisdiction, etc.)
• Routes qualified inquiries to your CRM or email in real-time
• Provides plain-English rationale for each screening decision

The widget matches your firm's branding and works 24/7, screening inquiries before they ever reach your intake team.

PreIntake.ai supports a wide range of legal practice areas, each with its own specialized screening logic:

• Personal Injury - Vehicle accidents, premises liability, dog bites, rideshare incidents
• Immigration - Family-based, employment-based, asylum, VAWA, U-visa
• Family Law - Divorce, custody, support, protective orders
• Bankruptcy - Chapter 7, Chapter 13, means test screening
• Criminal Defense - Misdemeanors, felonies, DUI/DWI, federal crimes
• Tax/IRS - Disputes, audits, Offer in Compromise
• Estate Planning - Wills, trusts, probate
• Employment Law - Discrimination, wrongful termination, wage disputes
• Workers' Compensation - Workplace injuries, benefits disputes
• Real Estate - Transactions, disputes, landlord-tenant

We can also customize screening for other practice areas based on your firm's needs.

PreIntake.ai costs $99/month for unlimited AI-powered intake screenings, inquiry routing, and real-time delivery to your CRM or email.

No setup fees, no per-inquiry charges, no long-term contracts. Cancel anytime. You can request a free demo before committing to see exactly how it works with your firm's branding and practice areas.

No. PreIntake.ai does not retain inquiry data.

Qualified inquiries are securely passed directly to your firm in real-time via email or your CRM integration. Our intake widget embeds on your website—conversations are processed in real-time and delivered directly to you. We never store client information beyond immediate processing.

This privacy-first approach means your clients' sensitive information stays where it belongs: with your firm.

Adding PreIntake.ai to your website is simple. You have two embed options:

Option 1: Floating Button (Recommended)

Add to any page. A button appears that opens the intake form in a modal overlay.

Position options: bottom-right bottom-left bottom-center top-right top-left top-center

Option 2: Full Page Embed

Add to a dedicated "Free Case Evaluation" page. The form fills the container directly.

Both options work with any website platform: WordPress, Squarespace, Wix, custom sites, or any CMS. No special plugins or technical expertise required.

No problem. PreIntake.ai provides a hosted intake page at a short, memorable URL that you can share directly with potential clients.

Your hosted URL looks like:

Share it anywhere:

• Email signature - Add your intake link to every email you send
• Business cards - Include the URL or generate a QR code
• Text messages - Send directly to potential clients
• Social media - Link from your LinkedIn profile or posts
• Legal directories - Use as your intake link on Avvo, Justia, etc.

Your clients get the same AI-powered intake experience—pre-screened, qualified, and delivered to you—without requiring a website.

Yes. During implementation, we configure your intake based on:

• Your specific practice areas and their relative priority
• Your qualification criteria and screening thresholds
• Jurisdiction and geographic focus
• Any custom questions or disqualifiers specific to your firm

The AI adapts its conversation based on responses, so it's not just a static questionnaire—it's an intelligent intake that asks follow-up questions when needed.

Inquiries are delivered in real-time through your preferred method:

• Email - Detailed inquiry notification sent to your intake team with all collected information and screening rationale
• Webhook/CRM - Direct integration with your CRM (Lawmatics, Clio, Filevine, etc.) to create new inquiries automatically

Each inquiry includes:

• Contact information collected during intake
• Practice area and case type
• Qualification status (Green/Yellow/Red)
• Plain-English summary of why the inquiry was qualified or flagged
• Full transcript of the intake conversation

PreIntake.ai integrates with popular legal CRMs including:

• Lawmatics
• Clio
• Filevine
• PracticePanther
• MyCase
• And others via webhook/Zapier

We sit in front of your CRM—we don't replace it. Qualified inquiries flow directly into your existing system so your team can work with the tools they already know.

Don't see your CRM listed? Contact us—we can often set up custom integrations via webhook.

You can cancel your subscription at any time—no contracts, no hassle. Simply click here to request cancellation and we'll process it within 24 hours.

After cancellation:

• Your subscription remains active until the end of your current billing period
• The intake button will stop working when your subscription ends
• You won't be charged again

If you're having issues or considering canceling, reach out first—we're happy to help troubleshoot or adjust your setup.