Legal intake
Clean intake.
Before billable time.
Callers do not wait for business hours. We ask the right questions, collect what your intake script needs, book consults, and save it in the system your firm already uses.
Matter-aware routing and consult holds—notes land in your practice management system.
The problem
Incomplete intakes burn partner time
Callers hang up, paralegals chase voicemails, and attorneys open files missing the facts that decide fit and urgency.
The solution
Intake that matches how firms actually work
- Route practice area, geography, and conflict signals with your rules.
- Collect document checklists and urgency before the consult.
- Book attorney holds with structured notes in Clio, MyCase, or PracticePanther.
ROI
Metrics intake leads and partners agree on
Measure consult conversion, intake completeness, and channel mix—not vanity chat volume.
Scripts that stay on script.
RetrievIQ grounds intake flows in your firm’s approved materials — with citations and escalation when something falls outside policy.
Next step
See how grounded intake scripts, conflict flags, and consult booking fit your firm—not a generic chat window.
What happens next
What happens next.
Step by step.
Clear steps so investing in your front desk feels predictable — not a mystery.
Get started
In thirty days, know what to buildand what it is worth.
One working session: your calls, your tools, your numbers on the table. You leave with a plan you can fund — or hand to whoever signs the check — not just slides. See what the audit includes.