Legal AI Intake Assistant

Legal AI Intake Assistant is a focused tool for law firms that want to standardize and automate how new clients come in the door. Instead of relying on scattered notes, manual emails, or ad‑hoc phone scripts, it gives you an AI-driven intake process that consistently captures the information your attorneys actually need. What you get: The Legal AI Intake Assistant helps you build structured, repeatable intake flows that map to how your firm works.

Prospects answer guided questions tailored to your practice areas, and the system organizes their responses into clear summaries you can review at a glance. This means fewer back-and-forth emails, fewer missing details, and less time spent cleaning up intake before a file can move forward. How it helps: For solos and growing firms, intake is often the bottleneck between marketing and signed clients.

With this assistant, you can qualify leads faster, flag non-ideal cases earlier, and pass only the most relevant, fully-documented matters to your attorneys or staff. That translates into more time for billable work, a cleaner pipeline, and a more professional first impression for every new inquiry. Because Legal AI Intake Assistant is delivered through Whop, you get straightforward monthly pricing and can plug it into your existing tech stack without heavy implementation.

It’s designed as a practical, low-friction way to package your best intake questions and processes into a scalable asset that works the same way, every day, for every new lead.