AI Legal Intake Agent

Your smartest
paralegal,
on every intake.

WebTriagel listens to client intake calls and live chats, qualifies cases instantly, flags liability signals, and routes the right cases to the right attorneys — before your team picks up the phone.

Book a free demo See how it works →
3×
More qualified leads
68%
Faster case triage
100%
Intake coverage
Law firm attorney working with AI intake system
Henderson & Associates · PI intake · 03:47 AI triaging: personal injury — high liability signal detected
94
Works with
Clio
MyCase
Filevine
Zoom
Twilio
Slack
How it works

From first contact
to signed retainer.

Three intelligent steps. Zero dropped leads. Every prospective client receives expert-level triage from the first second of contact.

1

Client contacts — AI joins instantly

WebTriagel connects the moment an intake call or web chat begins. No changes to your phone system or website. Works with any telephony, chat widget, or intake form you already use.

2

Five LLMs analyze the claim in real time

Liability strength, statute of limitations, damages potential, conflict checks, and practice area classification — all assessed simultaneously, far beyond simple keyword matching.

3

Smart routing + full case summary delivered

The right attorney receives an instant case brief with a case-strength score and recommended next steps. Weak cases get empathetic rejections automatically. No intake slips through.

Attorney reviewing AI-generated case summary on screen
⚡ High liability signal Defendant was cited at-fault. 3-year SOL — 14 months remaining. Recommend immediate consultation.
Features

Everything your firm
needs to grow.

Built for plaintiff law firms, personal injury practices, and any firm where intake quality determines revenue.

Live intake whisper

Real-time guidance during the intake call. Liability cues, questions to ask, and red flags — displayed on your team's screen at the exact moment they matter.

Statute of limitations alerts

Automatic SOL calculation for every case type, every jurisdiction. Never miss a deadline on an intake call again — WebTriagel flags urgency in real time.

Post-intake case brief

A detailed case summary after every intake — liability assessment, key facts, damages estimate, and recommended next steps. Ready before your attorney calls back.

Firm performance dashboard

Partners see intake volume, case quality trends, and conversion rates across the whole firm — not isolated snapshots — and target training intelligently.

4× faster onboarding

New paralegals coached by AI from day one. They conduct expert intakes from their first call, guided by the knowledge of your best intake specialists.

Conflict check automation

Automated conflict-of-interest checks against your existing client database on every intake. Flags potential conflicts before they become bar complaints.

Real results

Firms that sign
more of the right cases.

WebTriagel compounds value over time. The more intakes it handles, the smarter it gets about your specific practice and ideal client profile.

3× average qualified lead increase

Firms using WebTriagel consistently sign more cases within the first 60 days — by capturing calls that previously slipped through after hours or during peak volume.

100% intake coverage, not 30%

Every call, every chat, every form submission. Traditional intake misses prospects who call outside hours or during a busy day. WebTriagel covers all of them, 24/7.

68% faster case triage

Attorneys receive structured case briefs instead of unstructured call notes. Decision time on whether to take a case drops from hours to minutes.

Zero staff frustration with weak cases

Unqualified inquiries receive empathetic, professional auto-responses. Your team focuses exclusively on cases worth taking.

Law firm partner reviewing intake performance data
By the numbers

The numbers that
speak for themselves.

Measured across 200+ plaintiff law firms in the first 90 days of deployment.

3×
More qualified cases signed
Average increase in signed retainers within the first 90 days of deployment.
4×
Faster staff onboarding
New paralegals conduct expert intakes from day one, coached by AI in real time.
100%
Intake coverage
Every inquiry captured — nights, weekends, and peak hours included.
5
LLMs per intake
Five large language models evaluate each case in parallel for maximum accuracy.
99.9%
Uptime guaranteed
Enterprise infrastructure so intake coverage is always on, even during peak volume.
<1wk
Time to value
Most firms see measurable improvement in case quality within their first week.
Security & compliance

Built for firms who
can't afford exposure.

Attorney-client privilege demands the highest data standards. WebTriagel is built from the ground up for legal-grade confidentiality.

SOC 2 Type II compliant

Independently audited security controls meeting enterprise and legal industry procurement standards.

AES-256 encryption at rest & in transit

Every intake recording and transcript is encrypted end-to-end, always. No exceptions.

Your data never trains our models

Zero data leakage. Client communications are yours — they never improve our models or leave your environment under any circumstance.

State bar ethics compliant

Designed in consultation with legal ethics counsel. Meets ABA and state bar guidelines for technology-assisted legal services.

Secure legal data infrastructure
Clients

Loved by firms
that win cases.

Trusted by plaintiff law firms, personal injury practices, and legal operations teams across the country.

★★★★★
"WebTriagel let us assess far more intakes than humanly possible. It surfaces systemic patterns — not just one-off calls — so our training actually addresses what matters most."
MK
Michael Keane
Managing Partner, Keane Personal Injury
★★★★★
"What used to take two weeks of onboarding we now accomplish in three days. New paralegals run solid intakes from day one, and we signed 4 new cases in the first week alone."
AT
Angela Torres
Legal Operations Director, Torres & Webb
★★★★★
"100% adoption across the intake team. Staff love it because it feels like having a brilliant colleague on every call, not a surveillance tool. The case quality improvement is remarkable."
SR
Sandra Reeves
VP of Operations, Reeves Law Group
Live platform preview

Your firm's intake
command centre.

This is what your managing partner sees every morning — full intake visibility, zero guesswork.

WebTriagel Intake Dashboard
Henderson & Associates · All intake channels · Today
Live
Intakes today
0
↑ 18% vs yesterday
Avg case score
0/100
↑ 9 pts this week
Sign rate (30d)
0%
↑ 3× since deploy
Active intakes
0
● 4 being triaged now
Weekly intake volume & case quality · current week
This week Prior week
Intake volume: Mon 12/9, Tue 18/14, Wed 15/11, Thu 22/16, Fri 19/13, Sat 8/6, Sun 5/4.
Live intake feed
JR
John R.
● On intake · 9m 14s
91
MP
Maria P.
● On intake · 4m 32s
78
TK
Thomas K.
Brief ready · 3m ago
86
AL
Amy L.
Brief ready · 11m ago
52
RN
Robert N.
● On intake · 1m 58s
88
Team quality score
0
out of 100 · ↑ from 68 last month
Empathy91
Fact gathering85
Liability probing77
SOL awareness94
Conflict check99
Top intake types this week
Personal injury — auto148
Slip & fall92
Medical malpractice67
Workers' comp54
Product liability29
Intake checklist adherence
✓ Opening empathy
97%
✓ Incident facts captured
93%
✓ SOL calculated
88%
✗ Damages quantified
61%
✗ Next step confirmed
58%
Get started

Put the best intake specialist
on every call.

Tell us about your firm. We'll show you exactly what WebTriagel can do in a 30-minute live demo — no pitch, just your own intake calls being triaged.

Book a free demo Explore features