USE CASE · PI INTAKE
AI intake for personal injury law firms
Personal injury is the highest-LTV practice area on the legal market and the most call-volume-sensitive. The average MVA case settles for $20k-$80k; serious cases settle for hundreds of thousands. But most PI calls come within hours of an accident — the prospect is at the ER, at the scene, in the tow truck — and the first firm to answer with a competent intake is the firm that signs the case. The PI firms that grow are the ones with intake running 24/7, qualifying hard, and booking the consultation before the prospect Googles 'attorney near me' again.
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Runs a proper PI intake script
Accident type, date and location, police report status, injury description, medical-care status, lost wages, other party's insurance, witnesses, photos taken at scene. The AI captures everything you need to value a case in the first call, structured into a brief that lands in your inbox before the prospect hangs up. No more 'I'll call you back in the morning' losing the case to the next firm.
Qualifies out the non-cases politely
Not every caller has a viable PI case. Slip-and-falls with no documentation, accidents over the statute of limitations, work-comp issues that should go to a different attorney — the AI handles them with grace and points the caller elsewhere instead of booking dead-weight consultations that waste your time.
Captures conflict-check basics on the call
Opposing party name (other driver, insurance carrier), employer if work-related, named parties. The AI flags these for your conflict-check workflow before you commit to a consultation. Stays compliant with state-bar conflict rules without you having to grill the prospect personally.
Sample call — what the AI handles
Caller: I was rear-ended this morning on 95. I'm at the hospital with neck pain. My neighbor said I should call a lawyer.
AI: I'm really sorry — sounds like a tough day. First, is anyone with you at the hospital, and are you stable medically right now?
Caller: Yeah, my wife is here. The doctor said likely whiplash, maybe a herniated disc — they're getting an MRI.
AI: Good that you're getting proper imaging — that's important both for your treatment and for the case. Quick intake while you have a minute: was a police report filed at the scene?
Caller: Yeah, the officer took both our info.
AI: Perfect. Do you have the other driver's insurance carrier, and any sense of whether they admitted fault?
Caller: It's Progressive. Officer said the guy was on his phone — he didn't deny it.
AI: Police report with potential admitted fault is a strong starting point. I'm setting up your free consultation with the attorney for tomorrow at 11am. She'll have your full intake before the call and will walk you through next steps. Anything else I should add to the file?
How it works
Pay via Stripe in 60 seconds. Starter $97, Pro $297, Business $497 per month. Cancel anytime, no setup fees.
Your business name, hours, services, FAQs, transfer rules. We pre-load the PI law intake vocabulary so the AI sounds like it works in your trade from minute one.
We provision a Twilio number and link it to your AI assistant. Forward your business line (or port it) and the AI handles every call after that.
What it screens out
Just as important as what gets through. The intake politely disqualifies the calls that would otherwise eat your intake team's day:
- Statute of limitations already expired for the incident date and state
- No injury — property-damage-only fender benders
- The at-fault party looking for defense
- Callers already represented by another firm (message taken, no intake)
- Matter types your firm doesn't take — workers'-comp-only, med-mal, out-of-state incidents
The objection every managing partner raises
“One fumbled call could be a six-figure case walking to the firm across town — I can't put a robot between me and that.”
The alternative at 7:40 PM isn't your best intake person — it's voicemail, and injured callers don't leave voicemails; they dial the next result. The AI's job is capture-and-flag, not case evaluation: qualified accident callers trigger an immediate attorney alert, and everything it collects is in your inbox before the caller has hung up.
Frequently asked questions
What does the AI capture for a PI case?
Does it handle the conflict-check basics?
Will it integrate with Clio or other PI-specific case management?
Is it HIPAA compliant for medical info captured during intake?
What's the cost structure vs. a live intake service?
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