Last Updated: March 2026
AI client intake automates document collection, validation, and CRM entry, reducing intake time from 15 minutes to under 2 minutes per client. Employees spend 4.5 hours per day on repetitive tasks according to Asana 2024 research, and workflow automation reduces errors by up to 90 percent per McKinsey 2023 findings. Automated onboarding captures more leads around the clock.
Streamline client onboarding for law firms, consulting, and professional services. Collect information, screen prospects, and schedule consultations automatically.
Streamline client onboarding for law firms, consulting, and professional services. Collect information, screen prospects, and schedule consultations automatically.
What this solution delivers.
A complete AI client intake solution collects case details and contact information through natural conversation, automatically checks for conflicts of interest, pre-screens potential clients based on case type and fit criteria, requests and tracks required documents, books consultations with the right professional, and syncs all data to Clio, MyCase, or your CRM instantly.
Automate the entire onboarding process
Get StartedGather case details, contact information, and background through natural conversation.
AI client intake works from first contact to consultation. When a prospect calls or messages, the AI greets them professionally and gathers case details through natural conversation. It checks for conflicts, assesses case fit, and determines urgency. Qualified prospects are scheduled with the right attorney or advisor, with all data synced to your CRM automatically.
Seamless automation from first contact to consultation
Prospect calls or messages. AI greets them professionally and begins the intake process.
AI collects case details, contact info, and relevant background through natural conversation.
AI checks for conflicts, assesses case fit, and determines urgency level.
Qualified prospects are scheduled with the right attorney. All data synced to your CRM.
Professional services firms using AI client intake capture 60 percent more leads with 24/7 intake availability, save 90 percent of administrative time on onboarding, and maintain 100 percent confidentiality. Workflow automation reduces intake errors by up to 90 percent according to McKinsey, ensuring accurate data entry into case management systems every time.
Faster intake, more qualified leads
AI client intake serves legal services including personal injury, family law, criminal defense, estate planning, immigration, and general practice firms. It also supports accounting firms, financial advisors, consulting firms, healthcare practices, real estate agencies, and insurance agencies with automated professional onboarding workflows.
Industries that need professional client intake
Automate client intake to capture more leads and save administrative time. AI reduces intake from 15 minutes to under 2 minutes per client while eliminating data entry errors. Conflict checking, qualification screening, and CRM synchronization happen automatically, allowing your team to focus on serving clients rather than processing paperwork.
Capture more leads and save time
