From AI interview to review‑ready Legal Action Plan in minutes—English and Spanish, with attorney approval at every step. Built by lawyers for lawyers. SOC 2 Type II certified. You stay in control.
Watch AI extract parties, timeline, damages, and key facts—then generate a Legal Action Plan automatically.
You get the confidence of audited security and attorney oversight—without enterprise lock‑in. Built by lawyers for lawyers, with bilingual intake that respects your clients and your workflow.
✅ Built by lawyers for lawyers
👥 Best for small to mid-size plaintiff firms (2–20 attorneys)
⚖️ Practice areas: Personal Injury – Employment – Consumer – Landlord‑Tenant – Lemon Law
🔒 SOC 2 Type 2 certified – Encryption in transit & at rest – Audit trails
🛠️ You stay in control: editable outputs – attorney approval – role‑based access
🤖 Not just forms: AI interviewing – Legal Action Plan – Matter Assistant
When intake depends on phone tags, static forms, and scattered notes, qualified matters slip away, and early case assessment slows down. Clients repeat themselves, staff re-key data, and critical details get buried—raising costs and risk. Bullet Points:
Upload your files, send a magic link, and let AI conduct a conversational interview that extracts complete facts and generates a review‑ready Legal Action Plan. You approve every output, with full audit trails and role‑based access.
Step 1: Prepare & Send
Upload documents, choose a template, send a magic link. Automated reminders handle follow‑ups.
Step 2: Interview & Extract
Client completes a bilingual, conversational interview. AI auto‑extracts parties, timeline, damages, key facts, and potential arguments.
Step 3: Review & Act
Receive a complete Legal Action Plan and chat with the entire case file via Matter Assistant. Approve and assign tasks via kanban pipeline.
Manual intake: 45 min + follow-ups
AI Intake: 8 min, 3× more complete
Extracted information populating in real-time:
Our AI Intake doesn’t just capture forms—it conducts bilingual interviews, extracts complete facts, generates review-ready Legal Action Plans, and gives you a Matter Assistant that chats with your entire case file. Everything is editable, auditable, and under attorney control.
Review-ready plan in minutes—case summary, key facts, potential arguments, recommended next steps, and document checklist.
Conversational English and Spanish interviews that adapt to responses and uncover complete facts—no repeated questions, no static forms.
Ask anything and get grounded answers from every document in the matter—instant research with source citations.
Kanban workflow with Outlook sync—see every case stage, track tasks, and never miss a follow-up.
Auto-extracted parties, timeline, damages, and key facts—no re-keying, no scattered attachments.
✅ For Partners
More qualified matters, faster go/no-go decisions, and clearer early strategy
✅ For Intake Managers
Consistent interviews, fewer client drop-offs, automated reminders, and an organized pipeline
✅ For Attorneys
Instant Legal Action Plan, chat with the entire case file, and accelerated early assessment
AI Intake is designed for legal standards: confidential by default, audited for control, and transparent in how outputs are created. Every draft is editable, every action is logged, and nothing leaves your firm without attorney approval.
✅ Security & compliance:
✅ Accuracy & transparency:
✅ Governance & privacy:
AI Intake is purpose‑built for plaintiff practices that need complete facts fast, bilingual interviews by default, and attorney control at every step. Choose your practice area to see exactly how the system maps to your cases.
Personal Injury
Auto‑builds accident timeline, parties, medical damages, and liability arguments—ready for early case assessment.
Employment Law
Creates chronological event logs, captures parties and HR/wage documents, and outlines likely claims and next steps.
Consumer Claims
Organizes product/service defects, purchase records, communications, and potential remedies into a structured plan.
Landlord‑Tenant
Assembles habitability issues, notice timelines, rent/repair records, and remedies for rapid case decisions.
Lemon Law
Compiles repair history, defects, days out of service, and statutory thresholds for clear, compliant assessments.
Manual workflows and generic intake tools capture fragments. AI Law’s AI Intake conducts bilingual interviews, auto‑extracts complete facts, generates a Legal Action Plan, and lets attorneys chat with the entire case file—while you stay in control and pay only for what you use.
| Category | Manual Intake | Generic Intake Software | Al Intake |
|---|---|---|---|
| Method of capture | Phone/email forms, notes | Static web forms | Conversational, bilingual Al interview |
| Completeness of facts | Inconsistent; depends on screener | Limited to predefined fields | Auto-extracts parties, timeline, damages, key facts |
| Strategy output | Attorney notes only | No strategy artifact | Auto-generated Legal Action Plan |
| Research and recall | Manual document review | Basic search | Matter Assistant chats with entire case file |
| Client experience | Repeated questions, callbacks | Long forms; drop-offs | Guided conversation; mobile-friendly; automated reminders |
| Bilingual support | Depends on staff availability | Often limited or add-on | English & Spanish parity by default |
| Oversight & accuracy | Notes vary; hard to audit | Field checks only | Source-grounded, editable outputs, attorney approval, audit trails |
| Workflow & calendars | Spreadsheets and inboxes | Basic tasking | Kanban pipeline + Outlook integration |
| Documents & data entry | Re-keying; scattered attachments | Uploads; still re-entry | Centralized file; auto-extraction; no re-keying |
| Pricing model | Headcount/time costs | Seat licenses + add-ons | No seat licenses; usage-based; free credits to start |
No credit card required. Pay only for what you use.
✅ Free Credits ✅ Usage-based
✅ Cancel anytime
Skip sales gates and hidden fees. Create a free account with credits to run real intakes, generate Legal Action Plans, and try Matter Assistant—then scale usage as value is proven. You control spending with caps and alerts, and you can cancel anytime.
✅ Usage-based, not per-seat: billed by completed intake and plan generation
✅ Free account with credits: run your first intakes today—no credit card required
✅ What’s included: bilingual AI interviews, auto‑extraction, Legal Action Plan, Matter Assistant, reminders, Outlook sync, kanban pipeline
✅ Spend control: admin caps, usage alerts, transparent dashboard
✅ No lock‑in: cancel anytime; export your data whenever you need
✅ Security always on: role‑based access, encryption in transit & at rest, audit trails
