Human first. AI-powered.
The caller talks. IntakeLive listens and fills in the intake form as they speak, and it flags anything it isn't sure of. Your agent stays in the conversation, confirms the answers and sends the case on.
Every Lead. EVERY time.
Measured on IntakeLive test and scripted calls, November 2026. Accuracy on live calls will be measured once live calls begin.
Human first
People calling a law firm are often having one of the worst days of their lives. They need someone who is listening, not someone who is typing. IntakeLive takes the typing off the agent's plate so they can keep their attention on the caller, and every answer still gets a person's OK before it's saved.
Live agents
IntakeLive is more than software. Our US-based intake professionals can answer your firm's calls on the same IntakeLive screens your own team would use. Every caller reaches a real person, and that person checks every answer before it's saved.
At a glance
How it works
The call pops up on the agent's screen with the caller's past intakes already showing, so a returning caller is recognized before hello.
Questions follow the case type and branch with each answer. IntakeLive only fills the questions on the branch the agent is on.
Answers land in their fields about a second and a half after the caller says them. Anything it isn't sure of is flagged for the agent to confirm.
Routing picks the firm and office by case type and ZIP code and shows why. The agent checks it and sends.
On the call
The script, the intake form and the phone sit on one screen. Every AI answer is tagged so agents know what to check, unsure values stand out with the reason, and a detail the caller never said is left blank instead of guessed.
Features
We tag every feature with where it stands today, so you know what is working and what is still being built.
Proven working and tested Being built being built now Designed build next Concept shown in demos
Each answer lands in its field about a second and a half after the caller says it. The agent confirms instead of typing.
Test calls: 13 of 13 fields on one call, 103 of 104 across two wrongful-death scripts.
It only fills questions on the branch the agent is on, so an answer never lands in the wrong case type.
Test calls: no answers placed in the wrong branch.
A name it may have misheard comes back marked UNSURE with an "ask them to spell it" prompt. A detail the caller never said is left blank.
Catches about half of misheard names, so agents still read back and spell names.
The AI never gives legal advice. If an agent gives advice on a call, that agent's supervisor gets a live alert with the exact words and the time.
Test calls: 66 of 66 advice lines flagged, 0 of 48 normal lines.
Every fact in the summary links to the moment in the call it came from. Anything it can't point to is left out.
Each call loads the names of nearby counties, cities and hospitals, plus case-type and insurer terms, so local names are heard correctly.
IntakeLive hears the caller's language. If the agent isn't bilingual in it, the call goes to an agent who is.
A full Spanish test call already produces an English intake form.
The same engine answering the call itself, for after hours or overflow. Shown in demos only.
Not a browser tab, so it can't be closed by accident or lost when a browser crashes.
Working today: agent status with pause reasons, screen pop, caller lookup, click to dial.
Web-form and chat leads land on the same intake record as phone calls.
Skill queues with the marketing campaign carried on every call, wrap and pause codes, supervisor listen, whisper and barge, and full call-center reporting.
Staff sign in with a passkey. Nothing to phish, nothing to reuse.
If the phone network has an outage, callers reach voicemail, the calls are added to the record, and staff get a text alert.
Tested in a live drill.
Each firm gets its own app, database, storage and phone system. The separation is built into the setup, not a filter in shared code.
Researched rules for 10 states and six case types, each citing its statute. Shown as a warning for attorney review, never as advice.
Callers and other parties are checked against past intakes. It suggests possible matches and never declines a case on its own. Texting requires a recorded consent.
Where we lead
We read what 11 legal intake products publicly advertise. We found no comparable public claim for any of these four.
An intake agent who tells a caller what their case is worth is a risk to the firm. IntakeLive alerts that agent's supervisor right away, with the exact words and the time.
A misheard name or date can sink a case or a deadline. Unsure values are marked for the agent to confirm, and a detail the caller never said is left blank.
Answer speed, abandon rate and service level are measured in the same system as the intake, so they can be tied to each campaign and each signed case.
Its own app, database, storage and phone system. Client records can't mix between firms.
"No comparable public claim found" means we didn't find one on the other products' own websites (November 9, 2026), not that those products lack it.
Integrations Case by case
IntakeLive integrates with case management software on a case-by-case basis. Tell us which system your firm runs, and we set up the connection with you, so a case you send lands where your team already works instead of being retyped.
Ask about your system
Routing
Look up where any case goes, move ZIP codes or case types to another office, and save with a reason. The old rule stays in the history, so you always know who changed what and why.
For firms with an intake team
For intake centers
Switching to IntakeLive
We copy your intake history from your current system and check it against your screens, so your reports can compare before and after from the first day. Then IntakeLive runs next to your current system until your team is ready to switch.
FAQ
Yes, if you want them. Our US-based intake professionals, including Spanish speakers, can answer your calls on IntakeLive, with coverage set by what your firm needs. You can also use IntakeLive with your own intake team.
Not today. A person talks to the caller. IntakeLive listens, fills in the form and flags what it isn't sure of. An AI intake agent for after hours is a concept we show in demos, not something we offer today.
No. Your agent confirms every answer, and your rules and people decide where a case goes. The AI never gives legal advice.
On test calls it filled 13 of 13 fields on one call and 103 of 104 across two wrongful-death scripts. It catches about half of misheard names, so agents still read back and spell names. We'll measure accuracy on live calls once they begin.
No. Your scripts are organized by case type, and IntakeLive follows whichever questions are on screen.
Yes. Spanish-speaking agents are available. Automatic language detection is designed and next to build, and a full Spanish test call already produces an English intake form.
If the phone network has an outage, callers reach voicemail, the calls are added to the record, and staff get a text alert. This was tested in a live drill.
Yes. IntakeLive integrates with case management software on a case-by-case basis. Tell us which system you use and we'll set up the connection with you.
Send us a note below and we'll talk it through with you.
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