Vetted Intake
Speed-to-lead is the whole game

Answer while
your next client
is still looking.

Vetted Intake answers every call in one ring, around the clock. It screens the injury, captures liability details and the incident date for attorney review, warm-transfers hot cases, and books the consult before the next firm does.

Call the live line

Flat, custom-scoped build. No per-call charges. Typical launch: 5 to 7 business days after we receive your inputs and approvals. Answered within two rings, or that month is on us.

INCOMING · INJURY CALL TUE 8:14 PM
Your line tonight
Rings after hours
Answering service picks up
It just takes a message
Caller hangs up, calls the next firm
You call back tomorrow. Already signed.
Case lost
With Vetted Intake
Answered in one ring
Qualified: injury, liability, SOL
No legal advice, attorney-reviewed
Warm-transferred or booked in minutes
Consult booked, caller texted
Qualified intake delivered ✓
LIVE DEMO LINE · OPEN 24/7
(754) 2-VETTED(754) 283-8833
Call it and talk to the intake agent yourself.
Call now
40%
of 500 firms answered Clio's prospective-client phone call.
48%
were unreachable by phone, even after a chance to respond.
21×
higher qualification odds at five minutes versus 30 in an older B2B study.
33%
of firms responded to Clio's prospective-client email.
73%
of Clio's shoppers would not recommend the firm they reached.
100×
higher contact odds at five minutes versus 30 in that older B2B study.

Sources: Clio 2024 Legal Trends secret-shop study and the 2007 Lead Response Management study.

Privilege & confidentiality

Built to protect privilege, not break it.

Configured as your firm's intake agent
Your callers' data never trains AI
A licensed attorney reviews every intake
Conflict check before we hear the case
How we protect privilege →
The math
~11
new-case calls slip past each month in the starting scenario: 40 calls at a 28% miss rate. Move the calculator sliders to match your firm.
21×
higher qualification odds when a B2B web lead was contacted at five minutes instead of 30.
100×
higher contact odds in that same five-minute versus 30-minute comparison.

Every minute you wait, the odds collapse.

Clio's 2024 secret-shop study found that only 40% of firms answered a prospective-client call. An older B2B web-lead study found that responding within five minutes was associated with 21 times higher qualification odds than waiting 30 minutes. The reliable takeaway is simple: answer while the caller is still looking for help.

Sources: Clio 2024 Legal Trends Report; MIT/InsideSales Lead Response Management study.

Missed-call calculator

What are missed calls costing you?

Use your actual call volume, miss rate, signing rate, and average fee. The estimate shows what missed calls could be costing your firm, not what Vetted Intake promises to recover.

Modeled signed-case value at your assumptions
$1,441,440
a year in potential signed-case value. Worked example at these defaults: 40 calls/mo × 12 × 28% missed × 30% signed × 0.65 recapture × $55,000 = $1,441,440 a year.
The model estimates about 2 additional signed cases each month.
Illustrative result; verify it against your firm's records.
A 20-minute call. No commitment.
Built just for personal injury firmsBuilt for personal injury firms

It screens every caller against the criteria your firm approves.

Incident-date flagging

Captures the incident date, applies your review rules, and flags it for an attorney to confirm.

Liability and injury triage

Screens fault, injuries, and treatment so your attorneys only see cases worth signing.

Screens obvious non-cases

Routes vendor calls and inquiries outside your stated criteria without asking an attorney to triage every call.

Retainer e-signature

Prepares an engagement-letter draft from approved fields for attorney review and signature.

One brain, every channel

Built around your firm, not a generic script.

Before it answers a single call, Vanessa is configured with the firm-approved facts and rules a strong intake hire would need. She uses that context on the phone, over text, on your website, and in your inbox, so every conversation sounds like your firm.

What the brain knows
Your attorneys' backgrounds and bios
So it can speak to who will handle the case.
The case types you take, and the ones you refuse
It routes each intake against your approved criteria.
Your past results and the areas you serve
Real answers when a caller asks if you can help.
The exact intake questions you want asked
Add, reorder, or remove them any time.
Your fees, the consult process, and what a caller pays
So it can answer the money question without guessing.
Office hours, locations, and languages you cover
It books and routes around how your firm actually runs.
How to steady an injured or worried caller
Empathy and tone first, so the caller stays on the line.
Pick the voice your firm answers in
V
Vanessa · English
Thanks for calling Paulsen & Litt. This is Vanessa with the intake team. I'm sorry you're dealing with this. Can you tell me what happened?
Every voice speaks English and Spanish. Switch the line, or run both at once.
Answers on every channel
Phoneincluded Emailadd-on Textadd-on Website chatadd-on
NEW QUALIFIED LEAD · JUST NOW
Maria S. · rear-end collision
ER treatment · liability clear · texted an intake link
Every qualified lead hits your text and inbox instantly, while it is still hot.
Engagement letters

From qualified to signed.

The moment a case qualifies, from a call, a text, the website chat, or an email, the brain pulls the facts the client already gave and drafts your engagement letter. Queue it for your review, or send it to the client as a first draft for signature. It is an add-on when you want it.

Pulls the facts from whatever channel the client used
Your template, your language, your fee terms
Ready for attorney review before anything goes out
Engagement letter · draft
AUTO-FILLED
ClientMaria Sanchez
Incident dateSun, Jul 19, 2026
InjuryNeck & back, ER visit
At-fault partyOther driver, cited
Case typeMotor-vehicle accident
Hear it work

Representative calls. Call the live line, or listen in.

After-hours slip & fall
0:41 · booked 9:52 PM
Rear-end collision · Español
0:38 · warm transfer
Dog bite, unsure if a case
0:29 · disqualified, no time wasted
LIVE LINE · 24/7
(754) 2-VETTED
(754) 283-8833
Call now
REPRESENTATIVE DEMO TRANSCRIPT · qualifying a caseDEMO TRANSCRIPT · qualifying a case
Hi, I was rear-ended on the 101 this afternoon.
I'm sorry that happened. Are you safe right now? When did it happen, and have you seen a doctor?
Today around 4. I went to the ER for my neck and back. He ran the light, police came.
This looks like a strong case. I'm connecting you to our on-call attorney and texting your intake link now.
✓ Warm transfer · consult booked · text sent · logged to Clio
Plugs into your stack

We configure delivery into the software you already run.

Once connected, the qualified intake lands in your case-management system with the fields your team needs.

Plus any tool with an open API.
No case-management software? Qualified leads go to Sheets, Airtable, or your inbox.
Try it yourself

Try a representative intake preview.

Type a message to see a representative response flow. This on-page preview is a simulation; live firm lines are configured and validated against each firm's approved intake before go-live.

or try it yourself: call or text (754) 2-VETTED
Sample intake flow
Open “Ask Vanessa” in the corner and try the live AI chat.
Paulsen & Litt Injury Law
answered by Vetted Intake
You've reached Paulsen & Litt injury intake. I'm the after-hours assistant. Tell me what happened and I'll get an attorney on it.
Website chat widget
Embeds on your site as a chat bubble on any page.
Vetted Intake assistant
online
Thanks for reaching out to Paulsen & Litt. I'm the firm's intake assistant. Tell me what happened and I'll see how we can help.
How it works

A 24/7 intake desk that answers on the first ring.

01 · Answers

Every call, one ring, around the clock, on a number branded to your firm in English or Spanish.

02 · Qualifies

Runs your intake script: accident type and date (which flags incident dates for attorney review), injuries, treatment, liability.

03 · Transfers

Hot cases warm-transfer to your on-call attorney. If no one picks up, it books the consult instead.

04 · Books

Drops the consult on your calendar (Clio, Cal.com, Calendly) and sends a confirmation.

05 · Texts back

When messaging rules allow, the caller gets a confirmation and intake link. Approved records go to the destination configured for your firm.

Pricing

Custom-scoped. Flat fee. Done for you.

We build, launch, and run the whole thing for you. There is no software to set up, no dashboard to babysit, and no scripts to write. You approve the intake questions and the voice; we handle the build, the phone number, the integrations, and the tuning.

Intake only: it never gives legal advice, never quotes case value, and hands every matter to a human attorney to review. It is your front desk, held to your rules.

Answer everything, 24/7. A branded line that picks up every call, day and night.
Or just cover after hours. Forward your office line to it nights, weekends, and overflow.
Two-ring guarantee. Answered within two rings, or that month is on us.
You'll get an exact quote after a short scoping call, before any commitment, with no surprises. Payment plans available.
Launch
from $5,000
+ $250/mo
  • ✓ Single office
  • ✓ Personal-injury intake & qualification
  • ✓ Booking + one-way texting
  • ✓ One case-management sync
  • ✓ English
  • ✓ 600 talk-minutes/mo included
MOST FIRMS LAND HERE
Firm
$7,500–$12,500
+ $500/mo
  • ✓ Everything in Launch
  • ✓ Multi-practice-area routing
  • ✓ English and Spanish spoken
  • ✓ Warm transfer to on-call attorney
  • ✓ Retainer e-signature + analytics
  • ✓ 1,200 talk-minutes/mo included
Multi-location
$20,000
+ $750/mo
  • ✓ Everything in Firm
  • ✓ Multiple numbers and locations
  • ✓ Custom integrations
  • ✓ Priority tuning
  • ✓ Quarterly optimization
  • ✓ 2,400 talk-minutes/mo included

Monthly includes a talk-time bundle and covers hosting, telephony, and tuning. Overage above your bundle is a flat $0.15/min, and there are no per-call fees.
Payment plans available.

Add-ons

Add the channels your firm needs.

+$5,000

Email answering

It reads and answers your intake inbox, asks the right follow-up questions, and routes qualified leads to your team.

Learn more →
+$3,500

Two-way texting

Clients can text your number and hold a real conversation with the same firm-approved intake flow. It qualifies, books the consult, and hands off, all over SMS.

Learn more →
+$2,500

Website chat widget

The same firm-approved intake flow, dropped on your site as a chat bubble. It answers visitors, qualifies them, and books consults around the clock.

Learn more →
+$7,500

Video-avatar web intake

With your firm's approval, an authorized video avatar can greet visitors, answer approved questions, and begin intake in real time.

Learn more →
+$3,500

Engagement letters available

When a case qualifies, it drafts your retainer with the facts the client gave and queues it for your review, or sends it as a first draft.

Learn more →
+$10,000

Database reactivation

For contacts your firm is allowed to reach, we run a human-reviewed re-engagement campaign across approved voice, text, and email channels.

Learn more →
+$4,000

Spanish second line

A dedicated, branded bilingual number so no Spanish-speaking caller ends up unanswered. The same firm-approved intake flow, fully fluent, start to finish in Spanish.

Learn more →
+$1,500

Landing page

A focused page for paid or referral traffic, with calls, chat, or text routed into your approved intake flow.

Learn more →
Ready to add your firm?
Reserve your build now, or talk it through first. The typical target is 5 to 7 business days after we receive your inputs and approvals.
Suppression-list checksAI & recording disclosuresEncrypted, access-controlled dataAttorney-reviewed intakeFull call transcripts
SOC 2 Type IIHIPAA support by arrangement
Why firms switch

The pieces exist elsewhere. Our combination doesn't.

Most reception tools stop at the greeting or the message. Vetted Intake carries the call through PI questions, conflict screening, booking, routing, and attorney review.

What you get
Vetted Intake
Horizontal AI receptionists
Legal answering services
Law-native AI receptionists
Answering machine
Answers 24/7 on a branded number
Personal-injury-deep qualification (SOL + liability)
~
~
Done-for-you, custom-built for your firm
~
One brain across voice, text, chat & email
~
~
Flat monthly fee with included minutes, then $0.15/min.
~
Engagement-letter automation
Dead-lead database reactivation
Live-demo close (we call your line first)

Category examples, from public information (2026): horizontal AI receptionists (Smith.ai, Ruby, Dialzara); legal answering (Alert Communications, Answering Legal, LEX Reception); law-native AI receptionists (LegalClerk.ai, CaseGen.ai, Hona, Juryo).

The 8:14 PM test

The same injury call, two very different endings.

YOUR LINE TONIGHTTUE 8:14 PM
Rings after hours
Answering service picks up
Just takes a message
Caller hangs up, dials the next firm
You call back next morning. They already signed.
Case lost
WITH VETTED INTAKETUE 8:14 PM
Answered in one ring
Qualified: injury, liability, statute of limitations
No legal advice, attorney-reviewed
Warm-transferred, or you call back within minutes
Consult booked, caller texted
Consult booked ✓
Week-one build

Typical target: live in 5 to 7 business days.

DAY 1
Scoping call

We map your intake, practice areas, and the exact questions you want asked.

DAY 2–3
We build your brain

We load your firm and script the voice in English and Spanish.

DAY 4
Number & integrations

We provision your branded line and wire your case-management sync.

DAY 5
You review & tune

You listen, adjust the questions, and sign off with us.

DAY 6–7
Go live

You go live and we watch the first calls closely.

Mario Costanz, founder of Vetted Intake
Talk to Mario

Hi, I'm Mario. I'll show you your firm's line myself.

I'm a tech founder who has spent two decades building and selling software companies, and I built Vetted Intake to answer the calls your firm keeps missing. Give me twenty minutes. I'll play the working demo line, walk your intake step by step, and answer whatever you throw at me. If it isn't a fit, I'll say so.

FAQ

Questions some personal-injury firm owners ask.

How much does it cost?+

Every build is custom-scoped with a $5,000 floor. Most firms land between $7,500 and $12,500, plus a flat monthly from $250 to $750 that includes a talk-time bundle. There are no per-call fees; if you go past your bundle, overage is a flat $0.15/min. You'll get an exact quote after a short scoping call, and payment plans are available.

Is there a per-minute charge?+

No per-call fee, ever. Each plan includes a monthly talk-time bundle (600 minutes on Launch, 1,200 on Firm, 2,400 on Multi-location). If you go past it, overage is a flat $0.15/min, a fraction of the per-call rates answering services charge. We will also move you to a better-fit plan proactively, and we never drop or block a call for going over.

Can it qualify a personal-injury case?+

Yes. It runs your approved intake script across accident type and date, injuries, treatment, the other party, insurance, and the police report. It flags the result against your criteria for attorney review and, when configured, warm-transfers priority calls to the on-call attorney.

Is it ethical and safe under bar rules?+

It gathers facts and books consults the way your intake staff would. It does not give legal advice, and every qualified case is reviewed by an attorney. Intake-only scripts, early AI disclosure, and firm-selected retention support the firm's compliance program; the firm and its counsel remain responsible for jurisdiction-specific bar and professional-conduct requirements.

How fast can we go live?+

The typical target is 5 to 7 business days after your firm supplies the required questions, routing rules, access, and approvals.

Will my clients know they're talking to AI?+

Yes. Early in the call, Vanessa says she is the firm's AI intake assistant. The assistant sounds warm and natural, never pretends to be an attorney, and never gives legal advice. It gathers the facts and books the consult; your attorney handles the law.

What changes the price?+

Scope. Price scales with the number of practice areas and office locations, the integrations you need, languages, and add-ons like two-way texting or engagement-letter automation. More moving parts means a bigger build. You'll get the exact number after a short scoping call, and there are never per-call fees.

Can we use it only after hours?+

Yes. Run it as your 24/7 line on a branded number, or keep your front desk and forward your office number to it at night, on weekends, and when every line is busy. The same firm-approved intake flow either way.

Does it integrate with Clio, MyCase, Lawmatics, or Filevine?+

CRM delivery is scoped, configured, and validated during each signed firm implementation. Supported delivery can include Clio, Lawmatics, MyCase, Filevine, PracticePanther, or a shared inbox, depending on the firm's system and approved access.

Hear the live demo

Your next case is calling after hours.Don't lose it. We'll answer it.

Book 20 minutes and hear Vanessa handle a representative injury call from the first ring to a booked consult. Then we'll map the same flow to your firm's intake.

1. See the working demo
2. Map it to your intake
3. Get scope and pricing