Built for personal injury firms

The PI lead you just paid for signs with whoever answers first. Be that firm.

Intake Agent answers every call and web lead 24/7 in your firm’s brand and voice, runs the full personal injury intake, and puts a decision-ready brief in your attorney’s inbox within minutes. One tap sends the retainer. We chase the signature.

Try the demo — get your brief →

3–4 minutes. Be the caller. No sales call unless you ask.

Not ready to talk to it? See how it works first →
Live · Talk to the agent now

Have a question? Ask the agent.

Setup, timing, what’s included, what it would do with your after-hours calls. It answers. It doesn’t pitch. When you’re ready to hear it take an intake, it’ll send you to the demo.

It’s the same widget your firm would put on its site.

Ask Intake Agent

Or call +1 866-502-8552.

The Decision brief

This is what your attorney gets, minutes after the call.

Liability, injuries, coverage, what’s missing. Everything needed to decide, right in the email.

Inbox · Intake Agent <[email protected]>
SubjectPI intake ready for review — Michael Rodriguez
Intake Agent Delivered within minutes · IA-MVA-4471
⚠ The information below is hypothetical and used for demonstration purposes only
Michael Rodriguez Verify Before Signing
Accident · Florida · Reported March 14, 2026
Liability
Strong
Injury
Present
Collectability
Unknown
Clean File
Clean
Before You Sign — Resolve These
⚠ At-fault carrier not confirmed.
⚠ Witness contact not collected.
Verify filing window: PIP treatment required within 14 days of the accident.
Quick Actions · one tap
Schedule Consult SMS Caller Request Info
Case Decision · confirm step
Approve / Retainer Refer Co-Counsel Decline
Below is the reported intake — your verification source. ⚠ = flagged for your review.
01Liability — As Reported By Caller
How it happened
Rear-end collision (hit from behind at a red light)
Caller believes at fault
The van driver
At-fault party (as stated)
Delivery van driver
Defendant type
Commercial vehicle
02Injury & Damages — You Value It
Injuries (as stated)
Neck and back pain; headaches
Treatment
ER, then physical therapy
Treatment gap
None
Provider / facility
Local ER and PT clinic
Occupation
Regular employee
Lost wages
Missed two weeks of work
03Collectability — Can We Get Paid
At-fault carrier
⚠ Commercial policy, name unknown
Client coverage
GEICO
UM / UIM
Not sure
04Risk — Is The File Clean
Prior PI claims
None
Prior counsel
None
Conflict check
Clear
Police report
Filed at scene
Evidence on hand
Damage photos; one witness
05Full Intake — Caller’s Own Words
Caller reports a delivery van hit their car from behind at a red light in Miami on 2026-03-14. Caller reports neck and back pain with headaches and states they went to the ER the same day. Caller says they are now in physical therapy and have missed two weeks of work.
Confidential — Attorney Work Product. AI-organized from a verbal intake call and not independently verified. This is intake data to support your decision — it is not legal advice and renders no opinion on liability, value, or deadlines. Fields marked ⚠ were flagged by automated review for your verification. Confirm all controlling deadlines and facts independently before acting. Attorney judgment required.
Intake Agent · AI intake for PI firms View full transcript →

Sample brief. Illustrative claimant, no real case data.

Tap one to see what fires
What fires
Get one in your inbox — try the demo →

No transcript to read. No CRM to open.

The loop

Answered. Decision-ready. Signed. Every lead, every time.

Phone, web, form, text — and the leads already in your database. Every lead runs the same loop, automatically. The claimant gets answered and followed up. The attorney decides from an email. Nobody on your team maintains a script or chases a signature.

01 — Answered

Every channel. Your voice. First ring.

Phone, web, SMS, and social, answered 24/7 in your firm’s brand and voice, in English and Spanish. The agent covers liability, injuries, treatment, and coverage — every fact your attorney needs to make a fast, informed decision.

Sunday, 9:47 PM. A lead clicks your ad and calls. Intake Agent picks up before the second ring. Your competitor’s voicemail picks up theirs.
02 — Decision-ready

In the inbox within minutes.

Your attorney gets a brief, not a transcript: liability, injuries, coverage, what’s missing, and six buttons. Everything needed to decide, right in the email. No CRM to open.

7:12 AM Monday. Three briefs waiting. She taps Approve / Retainer on two of them before the coffee finishes brewing.
03 — Signed

Retainer signed. Client record sent to your CRM.

Approve / Retainer — it goes out for e-signature and we chase it until it’s signed. Schedule Consult — invite and reminders go out. Refer Co-Counsel — the partner gets the brief and the contact. The moment the retainer is executed, the client record goes to the case management CRM you already use. Nobody on your team touches a button.

Michael signs at 8:04 AM. His record is in your CRM before the first meeting — for a case that came in while you were asleep.

Be the caller. See the brief.

Talk to Intake Agent the way an injured caller would. A few minutes later, the brief lands in your inbox — the same one your firm would get.

Try the demo — get your brief →

3–4 minutes. No sales call unless you ask.

Built only for personal injury firms

Intake Agent, Inc.

485 Madison Avenue 7th Floor

New York, NY, 10022

Intake Agent is a software service that gathers information for attorney review. It is not a law firm, does not provide legal advice, and does not create an attorney-client relationship. Every case decision is made by a licensed attorney at your firm.

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