PreIntake.ai
AI-powered legal intake screening that qualifies leads before they reach your staff. 11 specialized practice areas, intelligent case routing, and seamless CRM integration.
The Problem
Much of what reaches a law firm's intake isn't a case the firm can take. Staff still have to read, call, or screen each one to find that out.
That screening time comes out of billable and client-facing hours. Generic lead forms can't evaluate case strength or route intelligently based on practice area specifics.
The Approach
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.
11 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.
Practice-Area Intelligence
11 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 Sonnet 4.6
Handles the conversational screening in real time — following practice-area rules, calling structured tools, and deciding routing without losing the thread of the conversation.
Tool-Use Architecture
Structured tools collect contact info, case details, and supporting facts, then record the 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.