Map qualified intake to the systems your team uses.
Before any client data moves, we agree on the destination, field map, permissions, and retention with the firm, then test the full handoff.
Each qualified intake, in the record your team uses.
Approved intake fields
Name, phone, email, injury type, accident date, and the conflict-check result, mapped to your fields as a new matter or lead.
Transcript, when included
When included in the signed scope, a timestamped transcript can be attached for attorney follow-up.
The audio, where allowed
Where your firm enables it and consent rules allow, the call recording attaches too, handled on our short-retention schedule.
No case-management software? No problem.
If the firm does not use case-management software, approved intake fields can be delivered to a spreadsheet or shared inbox.
Have something custom?
If a system exposes an approved API or webhook, we can scope a custom connection. The order form and implementation plan define the method, fields, permissions, and test plan.
Want it wired into your exact setup?
Start with the system your team opens every day; we'll confirm access, the records to create, and who owns each handoff.
Book a call →