How intake AI actually works
Every stage is labeled: automated, AI-assisted, or human-controlled. No black boxes. No hidden automation. You know exactly what the system does vs. what your team does.
Complete intake toolkit
Every capability grounded in the actual product. Harper handles intake, Marcus coordinates, Atlas begins matter intelligence.
Bilingual Intake
AI agent conducts interviews in English and Spanish with automatic language detection.
Entity Extraction
Automatically extracts names, dates of birth, addresses, phone numbers, emails, and identifiers.
AI Analysis
Real-time analysis of every conversation turn — scoring confidence, detecting risk, and flagging opportunities as intake happens.
Practice Area Detection
Identifies the right practice area and case subtype from conversation context.
Confidence Scoring
0-100% confidence scores on every extracted field with explanation of reasoning.
Risk Flag Detection
Surfaces prior denials, criminal history, urgency, and conflict indicators.
AI Call Prep
Before every consultation, Harper generates a pre-call brief: summary, key facts, open questions, and recommended next steps.
Document Requests
Context-aware document requests based on detected case type and jurisdiction.
Conflict Checking
7 automatic conflict checks against existing clients, matters, and opposing parties.
Real-Time Matter Creation
When hired, a matter is created with all intake data, documents and the AI summary carried across — no re-keying.
Hired / Not Hired Decision
Attorney marks hired or not hired with one click. Reason tracking for declines. Lead scoring feedback loop for future optimization.
Retainer Generation
Auto-generate a retainer agreement pre-filled with client details, matter type, fee structure, and jurisdiction — ready for signature.
E-Signature Collection
Send the retainer for e-signature directly from the intake flow. Client signs on any device, audit trail captured automatically.
Consultation Scheduling
Schedule via Zoom, Google Meet, or phone with automatic calendar integration.
One-Click Conversion
Lead converts to client and matter with all data transferred, zero re-entry.
Lead Arrives
A prospective client fills out your intake form or starts a chat. A lead record is created instantly with source tracking and timestamps.
- Lead created from form submission or chatbot
- Source tracking (website, referral, ad campaign)
- Automatic timestamp and status initialization
- Lead appears in the intake pipeline immediately
Intelligent Intake
Harper conducts a conversational interview in English or Spanish. It extracts entities, detects the practice area, scores confidence, and requests relevant documents.
- Bilingual conversational intake (English and Spanish)
- Automatic entity extraction (names, dates, identifiers)
- Practice area and case type detection
- Confidence scoring on extracted data
- Risk flag detection (prior denials, criminal history, urgency)
- Context-aware follow-up questions
Harper is AI-assisted. It extracts and suggests, attorneys review before final decisions.
Panthers Associates
Secure Client Intake
Conflict Checking
Before anyone invests time in the consultation, the system automatically cross-references the prospect against your existing clients and matters.
- Cross-references name, email, phone, and case details
- Checks against all existing clients and matters
- Flags same-subject conflicts and deadline overlaps
- Results available before the consultation begins
Conflict detection is automated. Resolution requires human review.
Start Call Session
When a consultation is scheduled, the attorney starts a call session directly from the intake pipeline. Live recording, real-time transcription, and AI analysis happen in one place.
- One-click call session from the intake pipeline
- Live audio recording with real-time transcription
- AI extracts key facts, dates, and risks during the call
- Automatic entity extraction from the transcript
- Call notes linked to the lead record
- Seamless transition to matter creation
The call session is human-controlled. AI records, transcribes, and analyzes — the attorney leads the conversation.
Call Session — Maria Garcia
Immigration — I-130 Spouse Petition
Maria Garcia
I-130 Spouse
Documents
Start Recording
Click to begin capturing the call
Hired / Not Hired
The attorney makes the hire decision with one click. If hired, a retainer is auto-generated and sent for signature. If not hired, the lead is archived with a reason.
- One-click hire or not-hired decision
- Reason tracking for declines with 11 predefined categories
- Lead scoring feedback loop for future optimization
- Full audit trail of the decision
- Automatic status update across the pipeline
Hire decisions are always human-controlled. The system records, generates the retainer, and collects the signature.
Maria Garcia
Immigration — I-130 Spouse Petition
maria.garcia@gmail.com
Phone
(310) 555-0142
DOB
Mar 15, 1990
Confidence
96%
Review the intake summary and make your hire decision.
Simulated example — intake data and confidence scores are illustrative.
Retainer Generation
When hired, Harper auto-generates a retainer agreement pre-filled with client details, matter type, fee structure, and jurisdiction — ready for e-signature.
- AI-generated retainer from intake data and matter type
- 7-section agreement: scope, fees, billing, termination, conflicts
- Pre-filled with client name, email, phone, and case details
- One-click send for e-signature — client signs on any device
- ESIGN Act compliant with full audit trail
- Regenerate with one click if edits are needed
Retainer generation is automated. The attorney reviews and sends — the client signs.
Retainer Agreement
Maria Garcia — Immigration
Generate a retainer agreement pre-filled with client details, matter type, and fee structure.
Becomes a Client
When hired, the lead converts to a client record automatically. The retainer is signed, the matter is created, and all data transfers — no re-entry.
- Automatic client record creation
- Signed retainer linked to the client and matter
- All intake data transfers to client profile
- Documents linked from intake session
- Contact info, identifiers, and case details preserved
Becomes a Client
When hired, the lead converts to a client record automatically. The retainer is signed, the matter is created, and all data transfers — no re-entry.
Matter Creation
A matter is created with full context: linked client, documents, AI-generated summary, practice area, and priority level.
- Matter created with linked client and documents
- AI-generated matter summary from intake data
- Practice area and priority pre-populated
- All context preserved, no information gap
Matter Creation
A matter is created with full context: linked client, documents, AI-generated summary, practice area, and priority level.
Automated Handoff
Atlas begins working immediately: cross-document analysis, initial tasks, and deadline tracking.
- Atlas begins cross-document reconciliation
- Initial task list generated from intake data
- Deadline tracking activated
- Matter linked to firm knowledge base
Atlas is AI-assisted. It organizes and surfaces, attorneys act on the intelligence.
Automated Handoff
Atlas begins working immediately: cross-document analysis, initial tasks, and deadline tracking.
What's automated. What's not.
We don't claim every stage is automated. Here's exactly where AI works, where humans decide, and where the system handles the rest.
Automated
The system handles these steps without human intervention. Data flows automatically between stages.
- -Lead creation
- -Conflict checking
- -Retainer generation
- -Client conversion
- -Matter creation
AI-Assisted
AI extracts, suggests, and organizes. Humans review before anything is finalized.
- -Intelligent intake
- -Automated handoff
Human-Controlled
Attorneys start call sessions, review AI summaries, conduct consultations, and make all hire/not-hired decisions.
- -Call session
- -Consultation
- -Hire decision
5 non-negotiable safeguards
AI intelligence that qualifies leads and extracts data, but never makes decisions without human review.
AI Suggests, Humans Decide
Harper extracts and scores, but attorneys make all hire/not-hired decisions.
No Auto-Send
AI cannot send emails, schedule meetings, or create client records without human approval.
Conflict Resolution is Human
Conflict detection is automated. Resolution and override require attorney review.
Confidence Thresholds
Low-confidence extractions are flagged for manual review, not silently accepted.
Full Audit Trail
Every AI action, extraction, and suggestion is logged with timestamp and reasoning.
10+ practice areas supported
Harper's intake agent detects and adapts to the right practice area automatically, with context-aware questions for each.
Bilingual intake, no extra setup
Harper detects the prospect's language automatically and conducts the entire interview in English or Spanish. Same quality, same entity extraction, same confidence scoring.
English
Full conversational intake with context-aware follow-ups, document requests, and entity extraction.
Spanish
The same intake flow in Spanish — automatic language detection and a native-quality conversation, running through the same extraction pipeline.
Every lead qualified, every entity extracted, every matter created with AI.
FernLex conducts bilingual intake, checks conflicts, and converts prospects into clients with all data transferred — no re-entry, no missed leads, no data gaps.