IntakeQualifier guides your intake team through every call with the right questions, scores the case against your firm's standards in real time, and hands your attorneys a clean summary the moment they hang up.
Built around how personal injury intake actually works: fast conversations, incomplete information, and decisions that cannot wait.
Agents always see the next question to ask, with a word for word script in English or Spanish.
Liability, injuries, treatment, and coverage roll into one score and a clear decision: sign, review, or refer.
Choose which questions your firm asks, add your own for each case type, and set what disqualifies a case.
Filing deadlines and government notice windows are estimated on the call and escalated when time is short.
Declined cases show the partner firms that match the case type and state, so no lead is wasted.
Each agent signs in with a personal PIN, and every intake records who handled the call.
We set your sign and review thresholds, accepted case types, firm questions, and referral partners.
Your firm logs in with its own username and password. Each agent confirms with a personal PIN.
The agent gets a recommendation and a ready to paste summary for your case management system.
One click switches every script to Spanish. The agent reads naturally, captures answers in English, and the summary stays consistent for your attorneys.
Each firm's agents, questions, and referral partners are encrypted with that firm's own password.
Agents confirm their identity before every session, and shared computers switch agents in one click.
Firm standards, recipes, and logins are managed from a separate administrator account.
No. It runs alongside your system during the call. When the call ends, the agent copies a structured summary straight into the tools you already use.
Your team does. IntakeQualifier recommends sign, review, or refer based on the standards your firm sets, and borderline cases can route straight to an attorney.
Yes. Turn standard questions on or off, add your own for specific case types, and decide how each answer affects the score or disqualifies a case.
Every call is timed against a 3 to 5 minute target and scored on timing and questions answered. Managers see each agent's quality score, call times, and decisions, and can download a full report with dates and timestamps every 30 days.
Add as many intake agents as your firm needs. Each one gets a personal PIN.
Book a walkthrough and we will show you how IntakeQualifier fits your firm's intake process.
Tell us how your firm qualifies cases. We use your answers to build your page, questions, and referral routing. It takes about 10 minutes.