PreIntake.ai
AI-powered legal intake screening that qualifies leads before they reach your staff. 16+ specialized practice areas, intelligent case routing, and seamless CRM integration.
The Problem
60-70% of intake submissions are unqualified. Law firms waste significant resources reviewing leads that don't meet basic criteria.
Each unqualified call costs $25-50 in staff time. Generic lead forms can't evaluate case strength or route intelligently based on practice area specifics.
The Solution
PreIntake.ai uses Claude AI to conduct intelligent conversational interviews, evaluating case strength against practice-specific criteria before a human ever gets involved.
Qualified leads arrive with complete context: assessment scores, AI rationale, and full conversation transcripts—ready for immediate follow-up.
16+ Specialized Practice Areas
Each with custom prompts, tools, and qualification criteria—plus generic template support for any practice area
Technology Stack
AI
Backend
Frontend
Integrations
Key Features
3-Gate Screening Process
Intelligent case evaluation: hard disqualifiers, case strength assessment, and practical viability—all in under 2 minutes.
Practice-Area Intelligence
16 specialized intake flows with practice-specific prompts, tools, and qualification criteria—plus a generic template for any practice area.
GREEN/YELLOW/RED Routing
AI-powered lead scoring with confidence ratings and plain-English rationale for every assessment.
Server-Side Prompt Protection
Proprietary prompts and qualification criteria never exposed to the client—full IP protection.
CRM Integration
Webhook delivery to Lawmatics, Clio, Filevine, and custom endpoints with structured JSON payloads.
Zero Data Retention
Cases processed and delivered, never stored—HIPAA-ready compliance architecture.
AI Architecture
Claude Haiku 4.5
Chosen for its speed and near-frontier intelligence—essential for real-time conversational interactions where latency matters.
Tool-Use Architecture
9 structured tools for data collection: contact info, case details, evidence quality, procedural status, and final assessment—enabling precise data extraction while maintaining natural conversation.
Dynamic Prompt Generation
System prompts built at runtime based on practice area, firm data, and deep research findings—never exposed to the client browser.
Need AI-Powered Lead Qualification?
Whether for legal, healthcare, or any industry with complex intake processes—let's discuss how AI can transform your lead flow.
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