A free guide for firms automating intake

Your AI intake agent nailed the demo, then live calls got complicated.

Your AI intake agent nailed the demo, then live calls got complicated.

Your AI intake agent nailed the demo, then live calls got complicated.

An evaluation guide written for firms whose intake pilot demoed well and never reached production.

An evaluation guide written for firms whose intake pilot demoed well and never reached production.

An evaluation guide written for firms whose intake pilot demoed well and never reached production.

Read the evaluation guide

Book a consultation

You've already tried AI for intake

You own a number, like signed retainers, conversion rate, or cost per signed case, and you've already put AI to work on it. The hard part is getting it to hold up once real callers hit it.

You own a number, like signed retainers, conversion rate, or cost per signed case, and you've already put AI to work on it. The hard part is getting it to hold up once real callers hit it.

What goes wrong on real intake calls

What goes wrong on real intake calls

These are the moments we hear about most from firms who've tried it:

  • The AI didn't sound right. There were interruptions, dead air, or a mistimed reply. Fine for a two minute call, but unbearable for anything longer.

  • Required questions got skipped, no matter how many times a prompt was rewritten.

  • A caller opened with a car accident, and partway through it turned out to be a workers' compensation claim. The AI got stuck.

  • The AI was unable to transfer calls.

The agent could automate follow-up and perform simple tasks. It just couldn't reliably run intake.

These are the moments we hear about most from firms who've tried it:

  • The AI didn't sound right. There were interruptions, dead air, or a mistimed reply. Fine for a two minute call, but unbearable for anything longer.

  • Required questions got skipped, no matter how many times a prompt was rewritten.

  • A caller opened with a car accident, and partway through it turned out to be a workers' compensation claim. The AI got stuck.

  • The AI was unable to transfer calls.

The agent could automate follow-up and perform simple tasks. It just couldn't reliably run intake.

Why it goes wrong

Why it goes wrong

Most of the time, the problem is the architecture, not the prompt.

A production system needs to pair AI reasoning with deterministic rules, keep track of each conversation across sessions and channels, and govern required questions, routing, escalation, and compliance in code.

Legal intake is inbound sales with a harder qualification underneath it: dozens of issue areas, jurisdiction rules that decide where a lead goes, and a caller who may be having the worst week of their life.

Voice has to run inside that same system, so pacing, end-of-turn detection, and decision logic aren't fighting each other. When those pieces are stitched together across different vendors, your prospect suffers and your team ends up managing the gaps.


Most of the time, the problem is the architecture, not the prompt.

A production system needs to pair AI reasoning with deterministic rules, keep track of each conversation across sessions and channels, and govern required questions, routing, escalation, and compliance in code.

Legal intake is inbound sales with a harder qualification underneath it: dozens of issue areas, jurisdiction rules that decide where a lead goes, and a caller who may be having the worst week of their life.

Voice has to run inside that same system, so pacing, end-of-turn detection, and decision logic aren't fighting each other. When those pieces are stitched together across different vendors, your prospect suffers and your team ends up managing the gaps.


Most of the time, the problem is the architecture, not the prompt.

A production system needs to pair AI reasoning with deterministic rules, keep track of each conversation across sessions and channels, and govern required questions, routing, escalation, and compliance in code.

Legal intake is inbound sales with a harder qualification underneath it: dozens of issue areas, jurisdiction rules that decide where a lead goes, and a caller who may be having the worst week of their life.

Voice has to run inside that same system, so pacing, end-of-turn detection, and decision logic aren't fighting each other. When those pieces are stitched together across different vendors, your prospect suffers and your team ends up managing the gaps.

What's in the guide

The guide gives you a practical way to judge what's underneath the demo, whether you're weighing a vendor or deciding whether to build again.

  • Five things to evaluate beyond the feature list, from how decisions get made to how a vendor handles your client data

  • Ten questions to ask every vendor, with what a strong answer sounds like

  • How to stress-test a live demo so it shows you more than a good voice

Read the evaluation guide

How Superpanel handles it

Superpanel is a platform for building AI Teammates that can automate intake for high-volume law firms. The decisions live in code rather than in a prompt. The judgement that oversees which questions get asked, when to escalate, and how to move a caller forward in the process sits with our decision engine. Voco, our proprietary voice orchestration layer, knows when to talk, when to wait, and when someone interrupts. Before handing a caller off, it checks a person is free and passes along what was said. If nobody picks up, it keeps going instead of dropping the caller.

400k+

contacts handled in production

Sub-4%

escalation to a person

2x

signed cases, without adding headcount

Customer Testimonial

“With Superpanel, we were able to double the number of cases we were signing per month”
- Eamon Graziano

“With Superpanel, we were able to double the number of cases we were signing per month”
- Eamon Graziano

“With Superpanel, we were able to double the number of cases we were signing per month”
- Eamon Graziano

Want a second opinion?

Want a second opinion?

Bring us the intake workflow you're trying to automate, whether you built it yourself or you're working with another vendor. We'll help you figure out where reliability is breaking down, what's likely causing it, and what we'd look at next. It's a working session, not a pitch.

Bring us the intake workflow you're trying to automate, whether you built it yourself or you're working with another vendor. We'll help you figure out where reliability is breaking down, what's likely causing it, and what we'd look at next. It's a working session, not a pitch.

Book a consultation

Rather put it through its paces first?

Call Superpanel's AI and give it the intakes that tripped up your current build or vendor. Interrupt it, change the fact pattern halfway through, keep it on the line, and ask for a transfer to a person.

Experience a call

Not ready for either? Read the evaluation guide

Or read the evaluation guide

About Superpanel

Superpanel is a platform for building AI Teammates that can automate intake for high-volume firms. It manages complex client journeys across voice, SMS, web, email, and your case management system, with handoffs to your team whenever they're needed.