Loading scenarios…

AI client intake & qualification — Where AI Pays

← Where AI Pays

Legal Services · Intake · AugmentBuy it

AI client intake & qualification

01 — The scenario

A Legal Services business where this lands in Sales.

The friction

intakequalificationresponse-timelead-response

02 — What is actually going wrong

Every enquiry gets the same treatment: a receptionist takes a message, a lawyer calls back a day or two later, and by then a third of the good matters have retained someone faster. Meanwhile fee earners spend hours on consultations for matters that were never going to convert.

How it works

Enquiries hit a structured intake that asks the qualifying questions a paralegal would — matter type, jurisdiction, timeline, other side — runs a conflict pre-check against your client list, and scores the matter. Strong ones get a calendar link immediately; weak ones get a courteous referral.

What good looks like

Time-to-first-response drops from days to minutes. Consultation calendars fill with matters that fit your practice, and the partners stop absorbing enquiries that were always going to be declined.

03 — The problem, in money

$117,000/ yr at stake

Modeled

New inquiries per week40 inquiriesPlaceholder — not a validated benchmark
Lift in qualified inquiries0.2 ratioPlaceholder — not a validated benchmark
Qualified-to-matter qualified_to_sale_conversion0.3 ratioPlaceholder — not a validated benchmark
Average matter value2,500 USDPlaceholder — not a validated benchmark

04 — The options

06 — How this goes wrong

Anything that reads as legal advice. The intake must gather facts and never characterise a claim — that is unauthorised practice and a regulatory problem, not a UX one.
Conflict checking treated as done. A pre-check narrows the list; a human still clears it before you take the matter.
Confidential facts sitting in a vendor's training corpus. Get the data-processing terms in writing before a single enquiry goes through.
Over-tuned scoring that filters out the unusual high-value matter because it did not fit the template.

07 — How you would actually do it

01Write down what actually makes a matter worth taking in your practice — most firms have never made this explicit.
02Map the intake questions to those criteria, and stop at facts.

09 — Run it on your numbers

Start from the stated assumptions, then drag the inputs to match your business. The number moves live.

Worth to your business

$117,000per year

Modeled — assumptions

Revenue$312,000Modeled

Cost savings$0Modeled

Hours / week0Modeled

Modeled — assumptions

New inquiries per week

40 inquiries

Assumption: 40 inquiriesPlaceholder — not a validated benchmark

Lift in qualified inquiries

0.2 ratio

Assumption: 0.2 ratioPlaceholder — not a validated benchmark

Qualified-to-matter qualified_to_sale_conversion

0.3 ratio

Assumption: 0.3 ratioPlaceholder — not a validated benchmark

Average matter value

2,500 USD

Assumption: 2,500 USDPlaceholder — not a validated benchmark

10 — The evidence · what others report

No hard numbers reported.

Reported numbers are third-party claims, source-attributed — not verified by me, and never blended into the model above.

11 — Questions owners ask

Every figure is Modeled — computed from the scenario’s stated assumptions and formula. Where a source is shown, it identifies the input’s origin; placeholder or unavailable enrichment remains an assumption, not a verified benchmark. Move the sliders to your own inputs and the numbers recalculate live.

Browse by department, outcome, effort, and readiness to find what fits. Open a scenario, tune the inputs to match your business, and favorite it if you want to revisit it later.

A Modeled number is a transparent starting estimate, not a promise. Review the stated assumptions, tune each input to match your business, and compare how the result changes.

Build means a custom system is the right move; Buy means an off-the-shelf tool wins; Bin means the math does not justify doing it right now. Any scenario, including Bin, can be favorited for later reference.

Is this your business?

Get your free AI Opportunity Score — the same first pass used to identify which opportunities deserve a closer look.

Get Your Free Score