Client Intake for law and accounting firms

Client Intake is Job Intake set up for law and accounting firms. Prospective clients answer a few short questions on your website, day or night, and your firm gets a report with what it needs before the first call.

Law firms

Before the first question, visitors read a short notice: using the chat does not make them a client, and they shouldn't share confidential details yet. They press a button to continue, and the time is logged. You approve the notice wording before go-live. The assistant says it is automated and gives no legal advice.

Each report shows the practice area, the county, any court dates or deadlines sorted soonest first, and the names of everyone involved in one block for your conflict check. It also shows whether the person already has a lawyer and whether it's OK to leave them a message.

Accounting firms

The assistant asks one question at a time and says it is automated. It asks which documents the person has on hand and doesn't ask them to send any. It asks for no ID or account numbers, and removes ones it recognizes before anything is saved.

Each report shows individual or business, the entity type, the tax years, the services wanted, and any IRS or state notice with its response date. Requests with a near deadline or a payroll problem are flagged.

How you get reports

The email carries no facts of the matter. It links to the report page. Each person you enroll signs in with a code from an authenticator app. For law and accounting firms, AI processing stays in the United States.

Staged setup

Law and accounting firms can choose a staged setup on a private test link first. The details are in our Customer Terms.