AI legal intake services for PI firms
Structured PI intake, a conflict check before any case facts, and a human attorney reviewing every matter. Data controls set during implementation.
A legal intake service gathers and routes new-client information. Vetted Cases follows the firm's approved PI questions around the clock, collects names before detailed facts, labels AI summaries unverified for attorney confirmation, and delivers approved fields under the configured data controls.
The intake process, built for confidentiality
Incident details, treatment, insurance, and police-report information are captured consistently for attorney review.
The adverse party is noted before detailed intake, following the firm's approved names-first sequence.
No training on your data and short retention, with firm-specific isolation and redaction configured and validated during the signed implementation.
AI summaries are marked AI-generated and unverified, so a lawyer confirms every matter before it moves.
Structured intake for attorney review
Vanessa gathers the approved fields for preliminary personal-injury screening and delivers them as structured data for attorney review.
Vetted Cases vs manual intake
One build, one flat monthly fee
The build price reflects the questions, controls, routing, and delivery your firm approves.
No per-call fees, and we never drop or block a call. Go past your bundle and overage is a flat $0.15 a minute. Answered within two rings, or that month is on us. Full detail on the pricing page.
Legal intake services, answered
What is a legal intake service?+
It is the process, staffed or automated, of turning an inbound prospective client into a qualified, documented matter. Vetted Cases runs it 24/7 with structured PI intake and a conflict check before facts.
Can AI do intake without giving legal advice?+
Yes. Intake is fact-gathering and scheduling, not advice. Vanessa collects information and books the consult, never advises or quotes value, and a human attorney reviews every matter.
Is intake data kept confidential?+
Yes. No-training providers under contractual data-protection terms and short retention, with firm-specific isolation and redaction configured and validated during the signed implementation. See our privilege and confidentiality guide for detail.
What does it cost?+
Pricing starts with a build from $5,000 plus $250 a month, with no per-call charges.
Related guides
Standardizing intake across a multi-attorney firm.
How firm-directed intake is built to preserve privilege.
Why fast, consistent PI intake matters.
Practical uses for AI, starting with intake.
Hear Vanessa handle a representative intake call.
Bring your intake script; we'll show the names-first gate, PI questions, and attorney-review handoff.
Book the 20-minute demo →