IntakeBrief turns your intake team's raw notes into a structured six-section brief, sitting on the client record about sixty seconds after they hit save — issues spotted, urgency flagged, next questions ready. Before an attorney ever opens the file.
Request a demoYour intake person takes the call exactly the way they do today and types notes exactly where they type them now. IntakeBrief does the rest, directly on the record in your CRM:
Urgency, practice area, and referral type land as individual reportable fields — so briefs can route to the right desk, feed dashboards, and trigger your own workflows.
Every brief is attributed and timestamped with the model and prompt version on record. When someone asks where it came from, the record answers.
Your model version is pinned, and every update is re-certified against a multi-practice-area regression bench — including refusal cases — before it touches your intake.
Any AI button will give you a paragraph for ten cents. It will also confidently summarize a solicitor call, a test entry, or two useless lines — and that fabricated summary sits in your client file looking authoritative.
IntakeBrief refuses. Thin or garbage intake produces a flagged notice that says exactly what's missing — which trains better intake over time — and never a fabricated brief. It also never states the law: it names the issues and frames jurisdiction-specific points as verification steps for your attorneys. For a law firm, knowing when not to write is the feature.
What's an attorney-hour worth at your firm — $300? If a brief saves ten minutes of triage per intake and you take thirty intakes a month, that's about $1,500 a month of attorney time. We charge a fraction of it, flat.
Done-for-you install, remote, typically inside a week. Discovery call, CRM wiring, testing against your team's real note habits, training, and a 30-day check-in.
Unlimited users — never per-seat. Includes usage, support, the testing discipline, and playbook updates. Deeper tiers add fact-by-fact verification and questions-to-tasks workflow automation.
Half-price install and a founding rate of $300/month locked in, in exchange for a testimonial and case-study rights once you've felt the value. You get the product early and cheap; we get proof. Honest trade. Built by the team that ran this system daily in production at a 10-attorney, 8-state firm.
Claim a founding slotFor firms handling privileged and sensitive information, this is the part that matters — and it's architectural, not a checkbox.
Processed in memory and discarded — never persisted, never logged. Our logs contain numbers (status, latency, counts), never content.
Your data never trains models — ours or our AI provider's. Permanent policy, not a setting. The product improves from feedback written into our playbook, never from pooling customer data.
Everything IntakeBrief produces lives in your CRM, under your control. If we vanished tomorrow, you'd lose nothing — there's no data on our side to lose.
Want the details? Ask for the one-page Data Handling Summary — we'll walk your managing partner or IT contact through it in as much depth as you want.
Tell us a little about your intake and we'll reply with a 2-minute demo video and, if you want it, a discovery call. No obligation, no pushiness — if we're not a fit, we'll say so.