# PreIntake.ai

> AI-powered legal intake screening that pre-screens every inquiry before it reaches your law firm. Routes inquiries as GREEN (qualified), YELLOW (needs review), or RED (not a fit) with zero data retention.

PreIntake.ai is a B2B SaaS tool for law firms, NOT a CRM replacement. It sits in front of existing intake systems (Lawmatics, Clio Grow, Filevine) to filter and qualify leads before they consume staff time.

## The Problem

Law firm intake staff spend hours qualifying leads that never sign. Meanwhile, real cases slip through because generic forms can't distinguish a strong case from a dead end.

The math:
- 60-70% of intake form submissions are unqualified
- Each unqualified call costs $25-50 in staff time
- Time-sensitive cases get lost in the noise
- 45% of law firms use 5-10+ fragmented technologies

Generic contact forms and chatbots don't solve this. They just flood your inbox faster—with no legal training and high error rates.

## The Solution

AI that reviews inquiries like your best paralegal.

Every inquiry delivered with a complete case summary, qualification assessment, and recommendation—ready for your review.

Unlike traditional forms or CRM intake tools, PreIntake.ai conducts a real conversation. It asks the right questions, adapts based on answers, and pre-evaluates every case before staff review:

| Routing | What It Means | What Happens |
|---------|---------------|--------------|
| GREEN | Strong case indicators | Priority follow-up recommended |
| YELLOW | Needs documentation | Queued for records review |
| RED | Cannot help | Polite decline with resources |

All inquiries are delivered to your team—but each arrives pre-screened with a clear assessment and recommended action, so staff time goes to viable matters.

Zero Data Retention — Inquiries are processed and delivered immediately, never stored on our servers.

## How It's Different

This is not another form builder or CRM.

| Feature | Form Builders / CRMs | PreIntake.ai |
|---------|---------------------|--------------|
| Intake style | Static forms, fixed fields | Conversational AI that adapts to each case type |
| Screening | Generic lead scoring | Practice-area-specific legal screening |
| Disqualification | Manual review required | Instant (SOL, jurisdiction, conflicts, representation) |
| Output | Raw form data | Routing decision + plain-English rationale |
| Integration | Replaces your system | Feeds INTO your existing CRM |

We sit in front of Lawmatics, Clio, or Filevine—not instead of them.

Your CRM manages leads. We make sure only real cases get there in the first place.

## Practice Areas with Specialized Screening

PreIntake.ai works with ANY legal practice area. These 11 practice areas have deep, practice-specific question flows and qualification criteria:

### Personal Injury
- [Personal Injury Intake](https://preintake.ai/personal-injury.html)
- Key screening: SOL, fault, injuries, insurance, existing representation

### Immigration
- [Immigration Intake](https://preintake.ai/immigration.html)
- Key screening: Visa status, timeline, bars to admission, prior violations

### Family Law
- [Family Law Intake](https://preintake.ai/family-law.html)
- Key screening: Jurisdiction, minor children, assets, urgency

### Bankruptcy
- [Bankruptcy Intake](https://preintake.ai/bankruptcy.html)
- Key screening: Income, debt type, prior filings, asset protection

### Criminal Defense
- [Criminal Defense Intake](https://preintake.ai/criminal-defense.html)
- Key screening: Charges, court dates, bail status, existing representation

### Tax/IRS
- [Tax Law Intake](https://preintake.ai/tax-law.html)
- Key screening: Tax type, amount at stake, procedural posture

### Estate Planning
- [Estate Planning Intake](https://preintake.ai/estate-planning.html)
- Key screening: Asset complexity, family dynamics, urgency

### Employment & Labor Law
- [Employment Law Intake](https://preintake.ai/employment-law.html)
- Key screening: Discrimination type, EEOC filing, employer size, documentation

### Workers' Compensation
- [Workers Compensation Intake](https://preintake.ai/workers-compensation.html)
- Key screening: WC claim status, employer reporting, benefits, light duty

### Medical Malpractice
- [Medical Malpractice Intake](https://preintake.ai/medical-malpractice.html)
- Key screening: Provider type, severity, medical records, second opinion

### Social Security Disability
- [Social Security Disability Intake](https://preintake.ai/social-security-disability.html)
- Key screening: Claim stage, appeal deadlines, medical conditions, work history

### Other Practice Areas
Any practice area not listed above uses a generic template with:
- Standard contact collection
- Practice-type-aware case description questions
- Dynamic follow-up questions based on responses
- Universal qualification criteria (jurisdiction, representation status, urgency)

## 3-Gate Screening Process

Customized per practice area:

### Gate 1: Hard Disqualifiers (< 60 seconds)
- Statute of limitations / deadline checks
- Jurisdiction verification
- Conflict of interest screening
- Existing representation check

### Gate 2: Case Strength Assessment
- Practice-specific liability/merit indicators
- Documentation and evidence availability
- Timeline and urgency factors

### Gate 3: Practical Viability
- Financial exposure vs. recovery potential
- Complexity assessment
- Collectability / ability to pay

Output: Structured data with routing recommendation, urgency flag, and plain-English rationale—delivered to your CRM automatically via webhook.

## Pricing

| Component | Amount |
|-----------|--------|
| Annual Subscription | $499/yr |
| 30-Day Free Trial | $0 (no credit card required) |

No setup fees. No long-term contracts. Cancel anytime.

### Subscription Includes:
- Custom AI intake tailored to your firm's practice areas and branding
- Unlimited AI-powered intake screenings
- Real-time delivery via email or CRM
- Hosting and AI infrastructure
- Email support
- Ongoing updates and improvements
- Analytics dashboard

### The ROI Math

When you're spending $300-500 per lead, even small conversion improvements mean real money.

Example scenario:
- Current: 100 leads/month, 30 qualified, 10 consults, 5 signed
- After: 100 leads/month, 40 qualified, 18 consults, 9 signed

Not more qualified leads—better identification of existing qualified leads.

Result: 4 additional signed cases/month × $15K average fee = $60K incremental revenue
Your cost: $499/year

## Target Customers

### Good Fit
- Law firms spending $5K+/month on advertising
- Intake staff overwhelmed by lead volume
- Multi-practice firms wanting practice-specific screening
- Firms wanting measurable conversion data
- Partners tired of reviewing junk consultations

### Not a Fit
- Firms with < 20 leads/month (not enough volume to justify)
- Firms that want to review every submission personally
- Practices with highly unique intake needs (contact us—we may be able to help)

## What You Get

### Branded Intake Page
- Your firm's logo, colors, and messaging
- Mobile-optimized (60%+ of leads come from phones)
- Fast load time / Core Web Vitals compliant
- Jurisdiction-specific compliance disclaimers built in
- Hosted on our infrastructure—nothing to maintain

### CRM Integration
- Webhook delivery to Lawmatics, Clio Grow, Filevine, or any system
- Green leads auto-route to your consultation calendar
- Structured case data—no more deciphering form submissions

### Embed Options
| Option | Use Case |
|--------|----------|
| Floating Button | Persistent CTA on any page |
| Inline Widget | Dedicated contact page |
| Direct URL | Email links, QR codes |
| iframe | Maximum isolation |

## Security & Compliance

### Data Privacy
- Zero data retention: Inquiries processed and delivered, never stored
- CCPA/GDPR compliant
- HTTPS encryption
- US-based hosting

### Legal Ethics Compliance
- No attorney-client relationship disclaimer (ethics-rule compliant)
- AI usage disclosure (aligned with state bar guidance)
- Confidentiality boundaries pre-engagement
- Decline messaging that avoids unauthorized practice of law

## Key Information
- [Homepage](https://preintake.ai/): Product overview and pricing
- [How It Works](https://preintake.ai/#steps-section): 2-step setup process
- [Pricing](https://preintake.ai/#pricing): $499/year after 30-day free trial (no credit card required)
- [FAQ](https://preintake.ai/faq.html): Common questions answered
- [About Us](https://preintake.ai/about-us.html): Company background
- [Get Started](https://preintake.ai/new-account.html): Start your free trial

## Optional
- [Privacy Policy](https://preintake.ai/privacy-policy.html): Data handling practices
- [Terms of Service](https://preintake.ai/terms-of-service.html): Service terms
- [Contact](https://preintake.ai/contact-us.html): Get in touch