Client IntakeWho it runs intake for
Five legal questionnaires out of the box; any business with an intake form after that.
Personal injury firms
Date of injury, then whether the employer was told; whether any driver was suspected of DUI; whether anything has been signed. The follow-ups that decide a file.
Workers compensation
Late notice ends more comp claims than any other single failure, so the agent asks about it on the first call.
Mass tort and high-volume intake
The same questionnaire a thousand times, at 2am as at 2pm, with a file the team can sort by criteria.
Employment and immigration
A private first contact in the caller's own language, your questionnaire, a verified callback.
Agencies and professional services
Scope, budget, timing and decision maker asked in your order, and a brief the account lead reads before the first call.
Any business with an intake form
If people abandon your form, they will finish a conversation. Same questions, asked one at a time, with follow-ups.
Alongside your CRM, not instead of it
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.
A few examples of the follow-up a form never asks. 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 is routinely missed. 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.
Whether you call it legal client intake software, an AI legal assistant or automated intake, the job is the same: no potential client lost because nobody answered, and no intake left for the morning.
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.