Your Intake Specialist
The Intake Specialist
“34 leads this week. 18 seconds average. Zero conflicts missed. Your front door never closes.”
Hire me — book a discovery call
Does this sound familiar?
Intake is the front door to your firm. Every managing partner we talk to knows it should be faster — but the process involves too many tools, too many steps, and too much institutional knowledge.
“New leads sit in the inbox for hours before anyone touches them — by then they've called another firm”
“We lost a case because nobody caught the conflict check on a lead with a common last name”
“Every new hire takes two months to learn our intake process, and then they leave”
“My best paralegal does intake, billing, AND phones — she's one bad week from quitting”
“We use LeadDocket for intake but nobody checks it consistently — leads slip through”
“I don't know how many leads we got last month, let alone how many converted”
“We've had the same intake process since 2019 — it worked for 50 leads a month, not 200”
Here's what I do.
End-to-end intake in 18 seconds
From lead notification to CMS case created to welcome email sent — every step logged, every conflict checked, every field mapped to your firm's specific CMS configuration. No manual data entry. No steps skipped. No leads forgotten overnight.
Monitor all intake sources: web forms, email, LeadDocket, referral partners, Slack
Create cases in your CMS with every intake field pre-populated
Run conflict checks against your full client database before anything moves forward
Send personalized welcome emails within minutes of intake — not hours
When things get complicated
Flag ambiguous conflicts and route to #intake-review with full context for human decision
Handle multi-party intakes — co-plaintiffs, family members, related matters
Route VIP referral sources to a priority channel with special handling rules
Generate daily intake digest: leads received, cases created, conversion rate, flagged items
✓ Intake complete · ✓ No conflicts
18 seconds
Here's what my report looks like.
Weekly ROI Report
Week of Feb 17, 2026
Common questions
How does automated legal intake work?
LeAP's intake specialist monitors all your lead sources — web forms, email, LeadDocket, referral partners, call center feeds. When a new lead arrives, I extract the relevant details, run a conflict check against your client database, create a case in your CMS with all fields pre-populated, assign it to the appropriate attorney, and send a welcome email. Average time: 18 seconds.
How long does automated legal intake take compared to manual?
Manual intake at a typical PI firm takes 15-45 minutes per lead, depending on the CMS and the number of steps. LeAP's automated intake averages 18 seconds from lead notification to case created — including conflict check, field mapping, attorney assignment, and welcome email. That's a 98% reduction in processing time.
What case management systems does AI intake work with?
Filevine, Clio, MyCase, Litify, SmartAdvocate, and others. We integrate via API where available and authenticated browser automation where it's not. If your CMS has a login screen and form fields, we can operate it. Integration is configured during your onboarding week.
What happens when the AI intake system isn't sure about something?
I never guess on conflicts or client data. Ambiguous items — potential name matches, unusual case types, incomplete lead forms — get flagged and routed to your #intake-review channel with full context. Your team makes the call with all the information in front of them. Typical flag rate: 5-8% of leads.
Can AI intake handle leads from multiple sources at once?
Yes. I monitor web forms, email inboxes, LeadDocket, referral partner feeds, Slack channels, and call center outputs simultaneously. Each source is mapped to your firm's intake workflow, and all leads flow into the same CMS regardless of origin. No leads slip through because someone forgot to check a tab.
How does AI intake handle conflict checks for common names?
I run conflict checks against your full client and adverse party database. For common names, I look at additional identifiers — date of birth, address, case type, opposing party. If there's any ambiguity, I flag it for human review rather than making an assumption. The flag includes the specific match details so your team can resolve it quickly.
What's the ROI of automating legal intake?
For a firm processing 150+ leads per month, automated intake typically saves 25-40 staff hours per week. At a loaded paralegal cost of $35-45/hour, that's $3,500-7,200/month in labor savings alone — before factoring in the revenue impact of faster response times and fewer dropped leads.
Ready to hire me?
Book a discovery call. I'll show you exactly what I'd do in your firm.
Book a Discovery Call