Fordel StudiosLegal Intake Triage Agent
Convert intake calls and inbound forms into structured matter files automatically.
The problem
being solved
Intake at small and mid-size firms eats partner time. Most inbound prospects are not viable matters, but every one needs to be screened. The screening is conversational, fact-pattern-driven, and skill-based — exactly the kind of work that doesn't compress with traditional automation.
How this
agent works
We build an intake triage agent that runs the initial conversation (web form, voice, or chat), extracts the fact pattern, scores viability against your firm's case selection criteria, drafts a matter summary, and routes qualified leads to the right attorney with full context. Unqualified leads get a courteous referral, automatically logged. Partner time is preserved for matters worth taking.
Customized to your case selection criteria, jurisdictional focus, and intake forms. 4-6 weeks typical deployment.
A boutique firm wires the triage agent to its website intake form and after-hours phone line. Inbound prospects get an immediate structured conversation, and the partner's morning queue is a short list of pre-qualified matter summaries instead of a stack of cold inquiries. Unviable leads get referred without a partner ever touching them.
| Metric | Before | After |
|---|---|---|
| Partner hours per week on unqualified intake | 4-10 hrs | Near zero — only qualified matters reach the partner |
| Time from inbound inquiry to first attorney touch | 24-72 hrs | Minutes for qualified matters |
| Intake conversion tracking | Manual or absent | Structured per-source funnel data |
- 01
Domain-trained
Tuned on your firm's specifics, not a generic out-of-the-box model.
- 02
Audit-ready
Every output cites its sources, every decision logs its inputs.
- 03
Senior-built
Architected and shipped by senior engineers; no juniors learning on your matter.
- 04
Integrated, not bolted on
Plugs into your existing matter-management system (Clio, etc.), not a parallel tool.
Build this agent
for your workflow.
We custom-build each agent to fit your data, your rules, and your existing systems.
Free 30-min scoping call