Personal Injury Intake Automation

    Qualify leads, capture case details, and prepare configured retainers for e-signature in English and Spanish from phone calls and web forms.

    Stop Losing Leads to Slow Intake

    Most PI firms rely on basic contact forms and voicemail. By the time someone calls back, the lead has already hired another attorney. Speed to retainer is the single biggest factor in PI lead conversion.

    FirmLink automates the intake flow from first contact to signed client. Whether a lead calls your phone, fills out a web form, or clicks an ad, Wynn triages them in real time, captures the details the attorney needs, and prepares the next step before the lead goes cold.

    Everything Intake Should Be

    Real-Time Triage

    AI organizes each lead by matter type, urgency, timeline, injury or issue details, and follow-up needs.

    Bilingual by Default

    English and Spanish intake on phone and web with no transfers, delays, or phone trees.

    Same-Call Retainers

    Configured retainer or engagement packages can be sent for e-signature during the conversation.

    Structured Case Data

    Every lead arrives with matter details, callback notes, documents, and urgency signals in a clean summary.

    Automated Follow-Up

    Unreached leads and unsigned retainers get SMS and email follow-up on your schedule.

    Multi-Channel Intake

    Phone, web form, intake link, and Google ad landing pages all feed one dashboard.

    How Intake Automation Works

    1

    Lead Enters Your Funnel

    A potential client calls your number, fills out your web form, or clicks an intake link from a Google ad or social media.

    2

    AI Captures & Triages

    Wynn asks targeted questions about the matter, timeline, urgency, injuries or issue details, and documents, then triages the lead.

    3

    Next Step Prepared

    Qualified leads can receive a configured retainer or engagement package for e-signature by text or email.

    4

    Your Team Reviews

    Every lead appears in your dashboard with a score, summary, and signed documents. Accept, decline, or follow up from one screen.

    Intake Automation Included in Every Plan

    AI intake - phone, web, and SMS - is included with your FirmLink Legal membership at $499/month. No per-lead fees. No usage caps.

    Frequently Asked Questions