Law firms · Insurance · Mortgage brokers
Spend your billable hours on cases you can take, not intake calls you can't.
AI client intake for law firms and financial services: the agent answers every enquiry, asks your screening questions, checks the basics like location, dates and case type, and books a consultation only when it fits your practice. Everything is written up before you pick up the file.
Collects facts. Never gives legal or financial advice.
Car accident, possible injury claim
- Client
- James O.
- Incident
- Rear-ended, 3 weeks ago
- Injuries
- Neck pain, seen a doctor
- Other lawyer?
- No
- Consultation
- Wed 2:00pm, video
Example of a lead your agent hands over
The intake problem
Every enquiry feels urgent to the caller. Not every one is a case for you.
Personal injury and immigration firms get a lot of calls that fall outside their area, the time limit, or their criteria. Insurance agencies field quote requests that will never bind. Mortgage brokers chase people who aren't ready to buy for a year.
Someone has to ask the first ten questions. The agent does it politely, the same way every time, and writes it all down, so your people only speak to the enquiries worth their time.
- Screens by practice area, location and dates
- Runs your intake questionnaire by phone or chat
- Flags possible conflicts for a human to check
- Books consultations in the right person's calendar
By business type
Set up for how your office works
Law firms
Personal injury, family, immigration, employment, estate planning. Captures the facts, dates and documents you need for a first consultation.
- Statute-of-limitations date check
- Conflict-check details collected
- Spanish and other languages
Insurance agencies
Collects quote details for auto, home and business cover, and books a call with a licensed agent to finish the quote.
- Current policy and renewal date
- Drivers, vehicles, property details
- Renewal and cross-sell reminders
Mortgage brokers
Finds out purchase timeline, price range, deposit and employment type, then books the people who are ready.
- Purchase vs. refinance
- Rate-watch for not-yet-ready leads
- Hands off to a licensed loan officer
Example chat
A personal injury enquiry on a Saturday
The agent follows your intake script and stays clear of advice. If the caller asks 'do I have a case?', it explains that an attorney will review it and books the time.
Integrations
Feeds your practice and agency software
Legal
- Clio
- MyCase
- Lawmatics
- Filevine
- Smokeball
Insurance and mortgage
- HawkSoft
- EZLynx
- AgencyZoom
- Salesforce Financial Services Cloud
- HubSpot
Build
- n8n (self-hosted)
- Custom Python agent
- MCP for case and policy data
- Claude, GPT or Gemini
FAQ
AI client intake: FAQ
Can an AI intake agent give legal advice?
No, and it's set up not to. It collects facts, explains next steps and books a consultation. Questions about whether someone has a case go to an attorney.
Does it integrate with Clio?
Yes. New matters, contact details and intake notes can be created in Clio Grow or Clio Manage. We also connect to MyCase, Lawmatics, Filevine and Smokeball.
Is client information kept confidential?
We keep data in your systems, can self-host the workflow, and use model providers that don't train on your data. Recordings and transcripts follow your retention rules.
Can it handle calls in Spanish?
Yes. The agent can detect the caller's language and continue in Spanish or several other languages, then write the summary in English for your team.
Talk to us
Fix intake first. Everything else gets easier.
Send a few details and we'll come back with a plain-English plan: which agent fits, what it connects to, and what it costs. Or grab a time on the calendar.
Book a 30-minute callPrefer email? info@torgit.com