Every front door
Phone, browser voice, and web forms
A prospect can call the firm, speak from the website, or submit a form. Each route creates the same structured intake record and starts the same response workflow.
Working product
Meet Intake Agent.
An AI-assisted front door for personal injury firms. It responds immediately, lets an injured person tell their story, organizes the facts, and helps serious opportunities reach the right human while intent is still high.
The agent handles the delay and repetition around intake. Your people make the relationship, judgment, and representation decisions.
New voice intake
Serious rear-end collision
Prospect
“I was hit from behind yesterday. My back is getting worse, and I'm trying to figure out what to do next.”
Intake Agent
“I'm sorry you're dealing with that. Let's make sure the intake team has what they need to respond quickly.”
24/7
Phone and web
Live
HubSpot sync
Human
Escalation rules
Available now
A working intake system, not a chatbot mockup.
The current product handles the first response, the conversation, the structured record, and the handoff evidence around a new PI inquiry.
Natural conversation
Story-first voice intake
The assistant lets callers explain what happened, follows the conversation naturally, and asks only for important details that are still missing.
Fast triage
Priority and escalation signals
Serious injuries, catastrophic events, treatment indicators, and people actively comparing firms can trigger faster human attention under firm-approved rules.
Connected operations
HubSpot and CRM collaboration
Intake facts, contact details, priority, and a linked summary move into HubSpot. DocketSim provides a complete lead-management environment for demonstrations and testing.
Immediate response
Acknowledgment email agent
The firm can have the agent prepare an acknowledgment for review or send it automatically when a valid, confirmed email and contact consent are available.
Observable by design
Transcripts, recordings, and tests
Operators can inspect conversations, listen to recordings, review execution traces, and run repeatable behavioral scenarios before trusting a new configuration.
One inquiry, end to end
What happens after someone reaches out.
The system is designed around the moment a prospective client is ready to act—not around a collection of disconnected AI features.
01
The prospect reaches out
A caller or website visitor gets an immediate response instead of voicemail or a generic confirmation screen.
02
They tell their story
The agent captures contact details, what happened, where and when it happened, injuries or treatment, and decision signals without forcing a rigid interview.
03
The right facts become structured
The spoken conversation populates a live intake record. The prospect confirms the callback number and email separately before the call ends.
04
The firm gets a usable lead
The lead arrives in the selected CRM with a readable summary, dedicated intake fields, priority evidence, and a link to the transcript and recording.
05
Automation yields to people
Firm rules determine what the agent may do independently and when a serious or competitive matter should be put in front of a human quickly.
Firm control
The agent follows the firm's rules—not hidden defaults.
Owners configure how intake should behave. Operators see the resulting work in the CRM. Technical traces remain available for review without cluttering the team's everyday workflow.
Choose the questions and objectives that guide the conversation.
Define serious-injury, urgency, shopping, and human-review rules.
Run acknowledgment email in draft-for-review or automatic-send mode.
Publish versioned configurations and test them before callers encounter them.
Keep the CRM as the operational record instead of creating a competing lead database.
Review every transcript, recording, correction, delivery, and agent action.
Upcoming roadmap
From new-lead intake to the intelligent front door of the firm.
This roadmap is sequenced with pilot firms and reflects product direction, not fixed delivery dates. Each layer will be tested as carefully as the current intake workflow before it is presented as live.
Next
A faster path to the right human
Turn priority detection into a complete human-response loop for the moments when personal attention wins the case.
- Caller-requested and rule-triggered warm transfers
- On-call schedules with fallback routing and acknowledgment
- Consultation booking when immediate contact is unavailable
- Policy-controlled two-way SMS follow-up
Expanding
Whole-firm call triage
Move beyond new-lead intake so every inbound call reaches the person or next step most likely to resolve it.
- Distinguish new prospects, existing clients, providers, courts, vendors, and referrals
- Verified CRM lookup for bounded existing-client questions
- Firm-specific case-fit, jurisdiction, and referral policies
- Additional languages and channel-specific call paths
Broadening
Conversion and CRM depth
Connect response activity to signed cases and show owners exactly where valuable opportunities are being lost.
- Intake Performance Audit and SLA leak detection
- Conversion reporting by source, time, pathway, and outcome
- Production adapters for Clio Grow, Lead Docket, Filevine, and other firm systems
- Retainer, document, referral, and signed-client handoffs
See the system work
Test the client experience, then help shape what comes next.
We are working with PI intake specialists and firm operators to make sure speed does not come at the cost of judgment, empathy, or human ownership.