AI legal intake software: an AI legal assistant that finishes the intake instead of starting it.
Most legal chatbots capture a name and an email and leave the intake for a person to do in the morning. Workup Agent is legal intake software with an AI legal assistant behind it: it answers the phone and the website, asks your questions in your order with the follow-ups a form cannot ask, verifies the lead and routes a finished file. Automated legal intake, 24/7, for one flat plan.
Watch
Insights from a law firm client
A law firm client on what changed after Micronetbd rebuilt intake, matters and reporting.
3:45 on the Micronetbd channel
More videos on this pageThe difference between a form and an intake
Good intake is the right question at the right moment. A few examples of the follow-up a form never asks.
| A form asks | Workup Agent asks | Why it matters |
|---|---|---|
| Date of injury | Date of injury, then whether the employer was told and on what date | Late notice ends more workers compensation claims than any other single failure |
| Were you hurt at work | Whether anyone other than the employer was involved | Surfaces the third party claim that sits alongside the comp claim and is routinely missed |
| Describe the accident | Whether any driver was arrested for or suspected of DUI | In Pennsylvania this restores full tort rights to a limited tort policyholder |
| Have you seen a doctor | When, where, and whether imaging or surgery followed | Documented treatment separates a file worth opening from one that is not |
| Nothing | Whether anything has already been signed | A signed release changes the whole picture and your team needs to know today |
Greet, qualify, verify, route, brief
Greet
Opens in context, using the page the visitor is on, by text or voice.
Qualify
Your criteria, conversationally. Branches on answers; required fields cannot be skipped.
Verify
Confirms the email address, captures consent, flags anything that needs a person now.
Route
Your rules decide who gets it. Urgent files page someone.
Brief
A structured file with a human summary on top.
Bounded on purpose
No legal advice, no case evaluation, no promises about outcomes. The limits hold.
Alongside your CRM and case management, not instead of them
Workup Agent is the front door. The finished file goes to your intake team by email and, where connected, into the CRM or case management system you already run. Micronetbd implements Litify, Filevine and Salesforce for law firms, so the handoff is built by people who know the other side.
- Works on any website, added with one script tag, and on your phone line after four rings
- Runs live on micronetbd.org, matterorbit.com and workpm.ai
- Verified email before routing; consent captured
- Deadline flags for your team, never for the claimant
- Built and supported by Micronetbd since 2012
Workup Agent versus a chat-only intake tool
Most AI intake for law firms is a website chat widget. The difference is what happens to the caller, the qualification and the file.
| Chat-only intake widget | Workup Agent | |
|---|---|---|
| Where it answers | Website chat only | Website chat and voice, and the phone: unanswered calls forward after four rings, or a number we provision |
| After hours | The visitor who types is captured; the caller at 9pm hangs up | The caller at 9pm gets the same intake as the visitor who types |
| What it does | Collects contact details and a message for the morning | Runs your questionnaire with follow-ups, applies your acceptance criteria, verifies the lead, flags urgency, promises the callback |
| What the team gets | A chat transcript | A finished intake file with a summary on top, an alert within seconds, and a daily log of calls and chats |
| Case management | A generic integration | The intake lands in your CRM or intake system: Lead Docket, Litify, Salesforce and others |
| Pricing | Often per seat or per firm tiers | One flat monthly plan, not per seat, per lead or per minute |
| Knowledge | Scripted answers | Answers from your own knowledge base, in the language the person opened with |
Law firm intake software that answers, qualifies and files
Whether you call it legal client intake software, an AI legal assistant or automated legal intake, the job is the same: no potential client lost because nobody answered, and no intake left for the morning. Workup Agent does it on the phone and on the site, and the finished intake lands in the CRM or intake system your firm already runs: Lead Docket, Litify, Salesforce and others. Hear it: call (609) 435-1960 and let it ring past four rings, or talk to the assistant in the corner of this page.
AI legal intake questions
Is this legal intake software or a chatbot?
Both, in the sense that matters: it lives where a chatbot lives, in the corner of every page, and it does what intake software does, runs your questionnaire and produces a structured file. What it is not is a script that answers FAQs and hands you a transcript.
Does the AI give legal advice?
No. It never evaluates a case, never states a deadline to the claimant and never promises an outcome. It collects and flags; your team decides.
Can it talk, or only type?
Both, and it answers the phone. A visitor can speak to it in the browser and hear it answer, or type, and a caller who reaches your line after four rings, or a number we provision, gets the same agent with the same questions. It follows the language the person opened with. See the phone answering page.
How do leads reach my team?
As an intake file by email, with the conversation attached, and into your CRM or case management where connected. Routing rules decide the owner; urgent files page someone.
Which practice areas are covered?
Personal injury, workers compensation, mass tort, employment and immigration out of the box. Your acceptance criteria and language go on top, and a new practice area is a questionnaire.
How long does setup take?
The agent goes on the site with one script tag. The work is in your questionnaire and routing rules, which we set up with you on the walkthrough and the sessions after it.
How is Workup Agent different from a legal chatbot?
A legal chatbot lives on the website and collects contact details. Workup Agent answers the phone as well as the site, runs the whole intake with your acceptance criteria, verifies the lead and routes a finished file into your CRM or intake system: Lead Docket, Litify, Salesforce and others. It is sold as one flat monthly plan, not per seat.
Workup Agent for any business that misses calls
Receptionist, voice agent and answering service pages for teams outside legal.
AI receptionist
Answers the call, takes the whole message, tells your team within seconds. For any business that loses calls it cannot answer.
AI voice agent
How the conversation works on the phone and in the browser: listen, understand, answer from your knowledge base, capture, hand off.
AI answering service
The answering service that never bills by the minute: four rings, a real conversation, a logged call and a daily log.
Watch: intake and the modern law firm
A law firm client, an expert panel on legal transformation and the case management transitions webinar.
More on the Micronetbd YouTube channel.
See the intake it would run for your firm
Bring your questionnaire. We will show you the conversation, the file and the routing in thirty minutes.