The due diligence package for firms choosing an AI agent for intake: five pillars, 10 vendor questions, and what a good answer sounds like.
300,000+ intakes handled autonomously. Under 4% escalated to a human. 12 second average response, nights and weekends included. Intake data pushes into Lead Docket, Filevine, Smart Advocate, and Clio.
Checklist buying makes weak intake systems look stronger than they are. Every vendor says yes to "can it qualify a lead?" The harder question is whether the system holds the full journey: qualification, follow-up, document collection, scheduling, escalation, and retainer conversion, with off ramps to a human whenever the caller wants one. We've run over 300,000 intakes autonomously, and this is the due diligence we'd want if we were the ones buying.
With it, you'll be able to:
Evaluate architecture, not features. How to investigate the technology decisions that decides whether accuracy holds at volume.
Ask the questions vendors hope you won't. 10 of them, each with what a good answer should include.
Hear it from operators, not vendors. What broke, what worked, and the KPIs to focus on.
Get the evaluation package
The five-page guide and the 60-minute operator roundtable, sent to your inbox. No call required.
What's inside
1. The Evaluation Guide. A five-page, tactical due diligence guide. No theory, no hype: the five pillars that decide production success, the 10-question operator's checklist, and what good looks like for each pillar.
2. The Operator Roundtable: Build or Buy. A candid 60-minute conversation with operators who have deployed AI intake at scale. What it takes to perform alongside humans, how to roll out in phased cohorts A/B tested against your team, how to evaluate a vendor, and the results one operator saw: signed cases doubled to roughly 1,000 a month with a team that shrank from about 50 to just over 20.
Already mid-evaluation?
Walk us through your intake and we'll tell you where the risk is and what to test before you commit. Twenty minutes, no deck.
"It's easy to build a wrapper on ChatGPT and have it go down a sequence and book an appointment. The real meat of a good AI intake solution is when it can handle the conversation going sideways, or getting complex."
Eamon Graziano, Operations Leader