Client intake software for law firms: the questions a form never asks

Search for client intake software for law firms and you will find forms with chat windows. They capture a name and an email and leave the intake for the morning. Good intake is the right question at the right moment, and these are the follow-ups that decide a file.

Five follow-ups a form cannot ask

A form asks the date of injury. The agent asks the date, then whether the employer was told and on what date, because late notice ends more workers compensation claims than any other single failure.

A form asks whether you were hurt at work. The agent asks whether anyone other than the employer was involved, which surfaces the third party claim that sits alongside the comp claim and is routinely missed.

A form says describe the accident. The agent asks whether any driver was arrested for or suspected of DUI; in Pennsylvania that restores full tort rights to a limited tort policyholder.

A form asks whether you have seen a doctor. The agent asks when, where, and whether imaging or surgery followed, because documented treatment separates a file worth opening from one that is not.

A form asks nothing about documents. The agent asks whether anything has already been signed, because a signed release changes the whole picture and your team needs to know today.

Greet, qualify, verify, route, brief

Workup Agent runs intake in five steps, the same on the phone, in chat and by voice in the browser. It opens in context, runs your criteria conversationally with branching, confirms the email and captures consent, applies your routing rules, and writes a structured file with a human summary on top. No legal advice, no case evaluation, no promises about outcomes.

What the file should contain

Verified contact details, the practice area, the answers in your order, the acceptance result, the urgency flag, the summary and the transcript. It arrives by email within seconds and lands in your CRM or case management where connected: Lead Docket, Litify, Salesforce and others.