Legal Intake Qualification

Capture, screen, and route new legal or claims inquiries before staff takes over.

Setup:45-120 minutes

Time saved:5-12 hours

Installs:36

Difficulty:medium

Plan: Free

Pain point

Teams lose leads after hours and waste time screening poor-fit inquiries manually.

Primary outcome

Faster intake response and more qualified consultations booked.

How this playbook works

This playbook helps law firms and claims operators qualify new inquiries faster by collecting case basics, screening for fit, scoring urgency, and routing strong leads into callback or consult workflows.

ROI note

Improves intake conversion and captures leads that would otherwise cool off or be missed.

ROI Calculator

Estimate your time and cost savings based on your industry and volume.

Your industry

Weekly task volume

Hours / week

5.0

Hours / year

260

Saved / month

$1,840

Saved / year

$22,100

Based on Legal/Claims average labor rate of $85/hr and 50 tasks/week. Estimates only — actual results vary.

Workflow steps

1
Capture new inquiry
trigger
Receive a new intake from form, chat, referral, or call lead.
Form or chat
2
Ask qualification questions
classify
AI
Run a conditional intake script to collect matter type, jurisdiction, and incident date.
Form or chat
3
Score fit and urgency
condition
AI
Score the inquiry against firm-defined criteria for fit, jurisdiction, and urgency.
4
Create intake record
create_record
Save the qualified intake to CRM or case system with all collected data.
Calendar or CRM
5
Notify staff for review
approval
Approval
Alert intake staff to review qualified or sensitive matters before engagement.
Email
6
Offer booking or callback
send_message
Send the lead a booking link or schedule an outbound callback window.
Calendar or CRM