Intake screening, qualify cases in minutes, not days

The challenge

The personal-injury firm took 80+ inquiries a week, and most fell outside its criteria, wrong jurisdiction, wrong case type, or past the statute of limitations. But finding that out required a paralegal to screen each one, which took days.

Those days were costly twice over: paralegals burned hours on cases the firm would never take, and the genuinely good cases waited in the same queue, sometimes long enough to sign with another firm.

Inconsistent screening also meant the occasional qualifying case slipped through the cracks entirely.

The solution

An AI intake-screening agent now qualifies cases in minutes against the firm's exact criteria:

• Structured first screening, the Intake Screening Agent conducts a guided initial interview on the website widget and WhatsApp, capturing the facts that determine eligibility.
• Applies the firm's real criteria, jurisdiction, case type and statute-of-limitations rules live in the Knowledge Base, so screening is consistent and nothing qualifying slips through.
• Only qualified leads get a consultation, the agent schedules consultations into the right calendar only for cases that pass, so attorney time goes to real prospects.
• Qualified intakes into CRM, each qualifying case is written to CRM via create_crm_lead with the screening conversation attached via the chat link.
• Clean hand-off, qualified claimants pass to a paralegal or attorney through Hand-off Control with the full intake, so the human starts already informed.

Screening that used to take days now happens in minutes, paralegals stopped burning time on cases the firm would never take, and qualifying cases reached an attorney before a competitor signed them.

What was deployed