A consistent intake flow for every answered call.
One custom-built intake specialist that answers, qualifies, routes, books, and logs every injury call. Transfer routing and CRM delivery are set up for the firm and tested before launch.
The intake capabilities we configure around your firm.
24/7 call answering
Every call picked up in one ring, day or night, on a number branded to your firm. No voicemail, no after-hours dead end, no caller left dialing the next firm.
PI qualification
Runs your intake script conversationally: mechanism of injury, treatment, liability, insurance, and police report, so each caller is screened against the criteria your firm approves.
Conflict check first
Captures the adverse party and runs your conflict check before any case facts are discussed. If the configured flow finds a possible match, it pauses detailed intake and alerts the firm.
Incident-date review flag
Captures the incident date and applies firm-supplied screening rules so potentially urgent matters are flagged for prompt attorney review.
Retainer e-signature
When an intake matches your firm's criteria, Vetted Intake can fill an engagement-letter draft and place it in your review queue before signature.
Warm transfer
Priority calls ring your on-call attorney's cell live, with context. If no one picks up, it books the consult instead of dropping the caller.
Consult booking
Drops the consult straight onto your calendar, Clio, Cal.com, or Calendly, and confirms the slot with the caller before they hang up.
Instant text-back
When consent and messaging rules allow, the caller can receive a prompt confirmation, next steps, and an intake link.
CRM sync & logging
When configured, qualified intake can be delivered to your case-management system as a lead or matter with approved fields and records.
Spanish, spoken
On the Firm tier, Vanessa can follow your approved intake in Spanish from greeting through handoff.
Add the channels your firm needs.
Choose the add-ons during scoping; the order form records the final scope and price.
Email answering
Reads and answers your intake inbox, asks the right follow-up questions, and routes qualified leads to your team.
Two-way texting
Clients can text the same number and continue through the intake questions, booking, and handoff without starting over.
Website chat widget
Your intake questions and booking flow, available in a chat bubble on your site. It answers visitors, qualifies them, and books consults around the clock.
Video-avatar web intake
With the firm's approval, a video avatar can greet visitors, answer approved questions, and begin intake in real time.
Engagement letters
Prepares an engagement-letter draft from approved intake fields and queues it for attorney review.
Database reactivation
For contacts the firm is permitted to reach, the service can run a human-reviewed re-engagement workflow across approved voice, text, and email channels.
Spanish second line
A dedicated, branded bilingual number so no Spanish-speaking caller ends up unanswered. The intake runs in Spanish from greeting through handoff.
Landing page
A focused intake landing page for paid or referral traffic, with calls, chat, or text routed into the approved intake flow.
See the intake system work in a live demo.
Book 20 minutes to hear a representative intake call and see how the available features would fit your firm's workflow.
Book a call →