# IntakeLive

> IntakeLive is legal intake software with a contact center built in, for law firms with intake teams and for legal intake centers that refer cases to firms. While a caller talks to an intake agent, IntakeLive listens, fills in the intake form, and flags anything it isn't sure of. A real person guides every call and confirms every answer. Tagline: "Every Lead. EVERY time."

IntakeLive tags every feature with where it stands: PROVEN (working and tested), BEING BUILT (being built now), DESIGNED (build next) or CONCEPT (shown in demos). Results so far are from test and scripted calls, November 2026. Accuracy on live calls will be measured once live calls begin.

## What it does on the call

- PROVEN: Fills the intake form while the caller speaks. Each answer lands in its field about 1.5 seconds after it is said. Test calls: 13 of 13 fields on one call; 103 of 104 across two wrongful-death scripts.
- PROVEN: Follows the script branch on screen, so an answer never lands in the wrong case type.
- PROVEN: Flags what it isn't sure of. A possibly misheard name is marked UNSURE with an "ask them to spell it" prompt. A detail the caller never said is left blank. It catches about half of misheard names, so agents still read back and spell names.
- BEING BUILT: Never gives legal advice, and alerts a supervisor live when an agent gives legal advice on a call. Test calls: 66 of 66 advice lines flagged, 0 of 48 normal lines.
- BEING BUILT: Case summary in which every fact links to the moment in the call it came from.
- BEING BUILT: Local vocabulary (nearby counties, cities, hospitals, case-type and insurer terms).
- DESIGNED: Automatic language detection and routing to a bilingual agent. A full Spanish test call already produces an English intake form.
- CONCEPT: AI intake agent for after hours or overflow. Shown in demos only; not offered today.

## Contact center

- PROVEN: The phone is built into the IntakeLive desktop app. Working today: agent status with pause reasons, screen pop, caller lookup, click to dial.
- BEING BUILT: Calls, chat and web forms on one intake record.
- DESIGNED: Skill queues with the marketing campaign on every call, wrap and pause codes, supervisor listen, whisper and barge, full call-center reporting.

## Integrations

- IntakeLive integrates with case management software on a case-by-case basis. Firms tell IntakeLive which system they use, and the connection is set up with them.
- Routing sends each case to the right firm and office by case type and ZIP code, shows the reason, and keeps every routing change with who made it and why.

## Security and compliance

- PROVEN: Passkey sign-in, no passwords.
- PROVEN: Phone-outage backup. Callers reach voicemail, calls are added to the record, staff get a text alert. Tested in a live drill.
- BEING BUILT: Each firm walled off in its own app, database, storage and phone system.
- BEING BUILT: Statute-of-limitations warnings for 10 states and six case types, each citing its statute, shown for attorney review and never as advice.
- BEING BUILT: Conflict check against past intakes (suggests matches, never declines a case on its own) and recorded consent before texting.

## Where IntakeLive leads

In a review of what 11 legal intake products publicly advertise (November 9, 2026), no comparable public claim was found for: catching an agent giving legal advice during a live call; telling the agent which values it isn't sure of; call-center numbers inside the intake system; and each firm walled off from every other. "No comparable public claim found" means none was found on those products' own websites, not that they lack it.

## People

- Human first: the intake agent leads the call; the AI fills the form and never talks to the caller on its own.
- Built with a trial lawyer partner who has practiced law for more than 45 years.

## Contact

- Website and inquiry form: https://intakelive.com/#contact