Built for Lawyers and Managers
Tired of digging through vague forms, guessing who is actually qualified, and chasing people for missing information? Does it feel like you have to play detective just to figure out which leads are worth your time?
This AI agent reviews each intake as it comes in, checks the case type and jurisdiction, and flags anything unclear so nothing slips through the cracks. It keeps everything organized without messy spreadsheets and gives you a clear set of qualified leads ready for follow-up.
It checks the client’s location, reads the case details, and confirms if it fits your firm’s scope. If it is a match, you get an alert with all the information you need. If details are missing, it follows up with a polite email, and if the case is outside your criteria, it sends a kind rejection so your time is never wasted.
The agent runs continuously, keeping your pipeline clean and organized while you focus on real cases. No digging through forms, no chasing for information, just a smooth start to finish intake process that works in the background.
The brains behind automation. Triggers, routes, conditions—it handles everything.
Send the right email to the right person at the right time, no typos, no delay.
Reads and evaluates the form data like a real intake paralegal.
Stores every lead, every decision, every note—clean and searchable.
${json["Full Name"]}, ${json["Issue Description"]}, ${json["Location"]}) directly into the evaluation context.
You don’t need to set up or learn how automation works.
Our AI agents are built to run fully hands-off, like a clone that handles the repetitive tasks for you.
Need something custom? We’ll handle it all including:
Just send us an email and tell us the task that is wasting your time and we’ll design the agent and run it in the background.
Or, enter your email and we'll send you how to get started.
We’ve covered the usual questions. Got a unique one? Send us an email
The agent catches it right away. Instead of ignoring the lead or flagging it for manual review, it sends a polite email asking for the missing info—automatically. No follow-ups fall through the cracks.
Yes. You just update the AI’s rules—no code needed. Want to add a new state or stop handling severance cases? Change the list in the prompt and it kicks in immediately.
Not at all. It’s built in n8n, which uses visual workflows. You don’t need to write code—just follow the logic blocks and make edits when needed. If you’ve used Zapier or Airtable, you’ll feel right at home.
This intake automation setup is ready to use and easy to adapt. You can add your own firm’s criteria and have it running in minutes, whether you handle employment law, immigration, or anything in between.
If you are tired of messy forms, manual reviews, or wasting time on unqualified leads, this gives you a faster and cleaner way to qualify clients.
The system is already built. Copy it, adjust it to your scope, and start processing leads with less effort and more accuracy.
Need help getting it live? Just ask. Fill the form or Send us an email
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