Legal intake & lead recovery for small and mid-sized firms

Your law firm's leads. Captured, qualified, and followed up.

IntakePilot AI runs firm-approved preliminary intake on your website, scores every inquiry for completeness, and surfaces the leads your team is about to lose — so staff can recover them.

Not a chatbot that gives legal advice. Not a CRM replacement.

Recovery Center
Illustrative preview
Visitor #0142
42/100
Started but did not finish intake
Reach out to collect incident date
M. Alvarez
88/100
No staff response yet
Make first contact
Visitor #0139
65/100
Stopped before consultation
Offer a callback
How it works

From first message to staff-ready brief.

01
Visitor starts a chat

Your website assistant introduces itself as automated, explains it is not an attorney, and asks what help they need.

02
Firm-approved intake

It asks only the preliminary questions your firm configured, and answers only from your approved knowledge base.

03
Scored for completeness

Each inquiry gets an explainable 0–100 completeness score showing exactly what is missing.

04
Recovered, not lost

The Recovery Center flags abandoned, incomplete and unanswered leads with a clear next action for staff.

Signature feature

The Intake Recovery Engine

Most firms don't lose potential clients to competitors — they lose them to silence. The Recovery Center continuously finds the inquiries that slipped through.

  • Visitors who started but didn't finish intake
  • Leads missing required answers
  • Inquiries with no staff response
  • Conversations that stopped before a consultation request
  • Follow-ups that are due, and leads left untouched
Intake Completeness Score

An operational measure of which firm-required fields are complete — never a case-strength prediction.

Attorney-ready intake briefs

Structured summaries for staff review. AI content is labeled, editable, and exportable to PDF.

Unified conversation inbox

Reply, take over from the assistant, assign, and add internal notes in one place.

Intake Performance Coach

Response times, completion rates, funnel conversion and staff workload — from your real data only.

Human in control

The assistant never marks a lead qualified or retained. Staff can take over any conversation at any time.

Built for confidentiality

Private firm workspaces, role-based access, audit logs, consent and opt-out records.

Benefits

Why firms use IntakePilot AI

Respond faster

Inquiries arrive scored and summarized, with a clear next step, so staff spend time on people — not data entry.

Recover missed opportunities

Incomplete and unanswered inquiries are surfaced automatically instead of buried in an inbox.

Stay in control

You approve every question, answer and follow-up message. Opt-outs and consent are recorded and respected.

Pricing

Simple plans. 7-day free trial.

Prices in USD, before applicable taxes. AI usage is included up to each plan's monthly limit shown above; there are no hidden usage charges. SMS is not yet available.

FAQ

Frequently asked questions

Stop losing inquiries to silence.

Start free trial
© 2026 IntakePilot AI. IntakePilot AI is software, not a law firm, and does not provide legal advice.Log in