Free AI Intake for Law Firms
AI interviews your clients in English or Spanish — gathering richer detail than a 60-minute phone call. Free forever. No credit card. No contracts. No per-seat fees.
Included in Free Forever — practice management at $0. Add paid AI seats when you need them. See pricing
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How Client Intake works on a live matter
Client Intake is the AI.Law tool civil litigators use for intake, lead tracking, and conflict screening. Send your client an AI-powered intake link and the AI conducts a natural conversation — gathering more detail in their own words than a 60-minute phone call ever could. The client answers on their own time, and the resulting narrative feeds into drafting and case strategy tools and case strategy.
On a live matter it runs in 4 steps: (1) Set up your questions, (2) Send the AI-delivered intake link, (3) Client answers in their own words, (4) Review the report — narrative flows into drafting and case strategy tools. Upload your existing intake questions or use AI.Law templates. Customize the AI prompts, topics, and follow-up depth you want covered.
Traditional intake relies on staff asking the right questions and writing down a summary. AI.Law's AI-delivered intake lets clients describe their experience in their own words — how the injury happened, how it changed their daily life, what they can no longer do, and how it affects them emotionally. The AI adapts its follow-up questions in real time based on each answer, going deeper where it matters. That rich firsthand narrative flows directly into settlement correspondence, giving adjusters a human story that no template can replicate. Clients answer questions in their own words at a conversational pace — the AI meets them where they are, at a 5th-grade reading level.
Click to send your client an AI-delivered intake link — that's it. Upload your existing intake questions to get started immediately — AI adapts them into natural conversation.
What you get from Client Intake
Every Client Intake run is grounded in your uploaded matter — not a blank chat prompt. Here is what attorneys use on real cases:
- Clients answer questions in their own words at a conversational pace — the AI meets them where they are, at a 5th-grade reading level
- Adaptive follow-ups ask deeper questions about pain, daily impact, work limitations, and emotional harm based on the client’s actual answers
- Client narrative from intake flows directly into AI drafting tools — adding powerful firsthand detail about how injuries changed their life
- Complete intake report with AI case analysis generated automatically — ready for attorney review and drafting and case strategy
- Click to send your client an AI-delivered intake link — that's it
- Clients answer questions in their own words, on their own time, at their own pace
- Upload your existing intake questions to get started immediately — AI adapts them into natural conversation
- Full English and Spanish parity built in — clients answer in the language they’re most comfortable with
How It Works
Get started in minutes. No training required.
1. Set up your questions
Upload your existing intake questions or use AI.Law templates. Customize the AI prompts, topics, and follow-up depth you want covered.
2. Send the AI-delivered intake link
Click to send your client a secure, AI-powered intake link. That’s it — one click.
3. Client answers in their own words
AI conducts a natural conversation where the client describes their experience in their own words. AI adapts follow-ups to gather detail about pain, daily impact, and emotional harm. Available in English and Spanish.
4. Review the report — narrative flows into drafting and case strategy tools
Get a complete intake report with the client’s own narrative, AI case analysis, and uploaded documents. The client’s firsthand account feeds directly into AI drafting tools.
See Client Intake in a real matter
Not a mockup — this is the actual AI.Law workspace attorneys use on live cases.
Real client → real intake narrative
Client answers (Spanish): MVA 2/14/2025 · client describes missed work, cannot lift grandchildren, nightmares since crash · uploads ER record + accident photos
Intake report includes: Bilingual narrative preserved in client's words · AI flags cervical strain + emotional distress themes · timeline synced to matter · narrative pre-loaded for demand letter and case strategy tools.
English and Spanish parity — adaptive follow-ups on pain, daily impact, and lost activities.
Bilingual client intake FAQs for PI firms
Is Spanish intake full parity or translated from English questions?
Full parity. Clients answer in the language they choose; AI conducts the conversation naturally in English or Spanish with the same adaptive follow-up depth on injuries, daily limitations, and emotional impact.
Does the client narrative flow into demand letters automatically?
Yes. Firsthand narrative from intake pre-loads into AI drafting tools — settlement correspondence can include the client's own description of how the injury changed their life, not a staff summary.
Can clients upload medical records and photos during intake?
Clients upload photos, bills, and records during the AI conversation. Documents process automatically into the matter for data extraction, medical analysis, and illustration tools.
More Detail
Clients answer in their own words — and that detail makes settlement correspondence more powerful
Traditional intake relies on staff asking the right questions and writing down a summary. AI.Law's AI-delivered intake lets clients describe their experience in their own words — how the injury happened, how it changed their daily life, what they can no longer do, and how it affects them emotionally. The AI adapts its follow-up questions in real time based on each answer, going deeper where it matters. That rich firsthand narrative flows directly into settlement correspondence, giving adjusters a human story that no template can replicate.
- Clients answer questions in their own words at a conversational pace — the AI meets them where they are, at a 5th-grade reading level
- Adaptive follow-ups ask deeper questions about pain, daily impact, work limitations, and emotional harm based on the client’s actual answers
- Client narrative from intake flows directly into AI drafting tools — adding powerful firsthand detail about how injuries changed their life
- Complete intake report with AI case analysis generated automatically — ready for attorney review and drafting and case strategy
Faster
Hours of phone calls replaced by AI-delivered intake that gathers richer detail
Send your client an AI-powered intake link and the AI conducts a natural conversation — gathering more detail in their own words than a 60-minute phone call ever could. The client answers on their own time, and the resulting narrative feeds into drafting and case strategy tools and case strategy.
- Click to send your client an AI-delivered intake link — that's it
- Clients answer questions in their own words, on their own time, at their own pace
- AI gathers richer detail about injuries, daily impact, and emotional harm than traditional phone intake
- Full intake report with client narrative ready for drafting and case strategy tools and attorney review in minutes
Easier
Clients tell their story naturally — no more chasing for information
Clients answer when it’s convenient for them, in their own words, in the language they’re most comfortable with. AI keeps the conversation going naturally, asks intelligent follow-ups, and even lets clients upload documents that are automatically processed and added to the matter.
- Upload your existing intake questions to get started immediately — AI adapts them into natural conversation
- Full English and Spanish parity built in — clients answer in the language they’re most comfortable with
- Clients can upload documents like photos, medical records, and bills directly during intake for automatic processing
- All prompts are shared and fully editable so you always get the best results
More Money
Client narrative in their own words drives higher settlement values
When your settlement correspondence includes the client’s own description of how the injury changed their life — in their own words, with real detail about pain, daily limitations, and emotional impact — adjusters connect with the human story. Better intake means better settlement correspondence, and stronger narratives mean higher settlements.
- Firsthand client narrative woven into drafting and case strategy tools creates emotional impact that increases settlement pressure
- Identify case strengths and potential claims during intake — not months later
- Eliminate the staffing cost of hour-long intake phone calls while gathering richer detail
- Sign more clients with a professional, impressive AI-delivered intake experience that sets your firm apart
AI-delivered intake vs. traditional phone intake
See what changes when AI handles the work instead.
| Area | The Old Way | With AI.Law |
|---|---|---|
| Client voice | Staff summarizes what the client said in their own words | Client answers in their own words — firsthand narrative preserved and used in drafting and case strategy tools |
| Information depth | Staff on the phone for 30–60 minutes, may miss follow-ups | AI adapts in real time, asking deeper questions about pain, daily impact, and emotional harm |
| Language support | Requires bilingual staff or interpreter services | Full English and Spanish parity — clients answer in the language they’re most comfortable with |
| Settlement impact | Brief attorney summary with no client voice | Rich client narrative flows directly into drafting and case strategy tools — adding firsthand detail adjusters connect with |
| Document collection | Separate emails, faxes, or portal uploads | Clients upload documents during intake — processed automatically and available for drafting and case strategy tools |
Why AI.Law Intake vs. Traditional Intake Software
| Feature | Clio Grow | Lawmatics | AI.Law |
|---|---|---|---|
| Price | $69/mo | $149/mo | Free |
| AI-delivered interview | No — static forms | No — static forms | Yes — conversational AI |
| Spanish intake | No | No | Yes — full parity |
| Feeds into drafting tools | No | No | Yes — client narrative flows directly in |
| Adaptive follow-ups | No — fixed questions | No — fixed questions | Yes — AI adjusts based on answers |
Related tools for Client Intake
Same matter file, same uploads — keep working in this litigation workflow cluster.
- Track the prospect from first call through signed retainer — Lead CRM
- Run conflict screening before the intake conversation starts — Conflict Checks
- Flow client narrative directly into complaint drafting — Lawsuit Drafting
- Process intake uploads into medical chronologies automatically — Medical Analysis
- Keep clients informed after intake with AI-drafted status emails — Automatic Client Updates
Browse all Intake & CRM tools on the features hub, or see all features.
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- 11 tools free forever — no credit card required
- One plan for your firm — every paid seat on the same plan
- Cancel any paid seat anytime — no lock-in
- Annual billing: 12 months for the price of 11 on paid seats
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