You’ve Been Bleeding Leads. It Stops Today.
Our 24/7 Voice + Chat AI captures missed calls, qualifies leads, and books appointments while you sleep — so you never lose another opportunity.
Try the AI Intake Experience
(Engage with our AI assistant to see how it works.)
24/7 Availability:
Always on, ensuring no missed opportunities.
Smart Screening:
Qualifies leads based on your exact intake criteria.
Multi-Channel Engagement:
Connects via phone, SMS, email, and more.
Customizable Scripts:
Tailored to your specific industry needs.
Our AI adapts to your industry, your workflows, and your customers — delivering results that feel personalized, not robotic.
Smart Screening Technology
Our AI asks the right qualifying questions, collects matter-specific information, and mirrors the precision of a well-trained intake coordinator.
Always Available, Always Accurate
AutoIntake Pro covers after-hours, weekends, and holidays—ensuring prompt, consistent engagement with prospective clients.
No More Time-Wasters
Eliminate non-viable inquiries and solicitation calls before they hit your intake team. Increase efficiency and protect attorney time.
Custom-Fit for Your Practice
Every script and protocol is customized to your areas of law—whether it’s personal injury, family law, immigration, criminal defense, or estate planning.
Streamlining Client Intake with AI Precision and 24/7 Availability
We understand that legal intake can be unpredictable and overwhelming. After contacting five of the most prominent firms in his area—without a single return call—our founder realized a systemic flaw in how firms handle prospective client inquiries.
With a background in lead generation and call center operations, he saw the opportunity to reimagine legal intake using AI. AutoIntake Pro was built to reduce friction, elevate the client experience, and allow attorneys and support staff to focus on billable work.
Dedicated to Helping Law Firms Work Smarter
After struggling to reach a firm about my own matter, I spoke with attorney friends to understand how most firms triage inquiries. That led to a lightbulb moment.
AutoIntake Pro is built to engage prospective clients faster, pre-qualify based on your intake criteria, and support your team without adding headcount.
Jason Marshall
- LegalTech Strategist & CEO
- AutoIntake Pro
Your Trusted AI Partner in Legal Growth
Streamline Your Intake Process
AutoIntake Pro empowers firms to streamline pre-engagement processes by automating the intake of new cases.
Our AI supports consistent, professional first contact—reducing intake lag and enhancing the client journey.
Scale Without Hiring More Staff
Whether you’re a solo attorney or managing a larger team, AutoIntake Pro triages inbound inquiries with precision—helping your staff stay focused on current matters and billable work.
Track Performance With Full Clarity
Every prospective client interaction is logged, scored, and tracked—giving you the insight to optimize intake, improve conversion, and refine marketing efforts.
Built to Support Your Legal Team
AutoIntake Pro is designed to complement—not replace—your intake team. It works in tandem with your staff to streamline onboarding and support scalable firm growth.
Law Firms
AutoIntake Pro is trained to follow your firm’s specific intake flow—capturing the right data and respecting your internal criteria.
HVAC & Home Services
AutoIntake Pro aligns with your service protocols—collecting job specifics and scheduling appointments per your workflow.
Remodelers & Contractors
AutoIntake Pro conforms to your project intake steps—capturing scope details and qualifying leads to your standards.
Local Service Businesses
AutoIntake Pro adapts to your booking flow—capturing service requests and scheduling per your business hours.
Insurance Agencies
AutoIntake Pro adapts to your agency’s quoting process—gathering essential details and adhering to underwriting guidelines.
Call Centers & Sales Organizations
AutoIntake Pro integrates with your sales scripts—qualifying leads and routing calls according to your criteria.
TESTIMONIALS
What others are saying
“Paid for Itself in 10 Days”
“We went from missing weekend calls to booking qualified consultations while we slept. AutoIntake Pro paid for itself within the first 10 days.”
— Michael Reyes, Managing Partner,
Reyes & Jacobs Law
“Better Than Our Staff — Seriously”
“I used to worry about leads falling through the cracks after hours. Now, our AI receptionist handles intake better than some of our old staff — and never takes a day off.”
— Trisha Bell, Director of Operations,
Bell HVAC Solutions
“24/7 Assistant That Actually Works”
“I was skeptical about AI at first, but AutoIntake Pro nailed our script, tone, and intake process. It’s like having a trained assistant who works 24/7 and never gets tired.”
— Dr. Kevin Shah, Owner,
Renew Med Spa SA
Let’s Show You How It Works
See how AutoIntake Pro captures new matter inquiries, qualifies case type and urgency, and books consultations—so you stay focused on active files.
Your Questions Answered
Got questions?
We've got answers.
Explore our comprehensive FAQ section to learn how AutoIntake Pro's AI solutions can streamline your client intake process, enhance customer engagement, and boost your business efficiency.
What is AutoIntake Pro?
AutoIntake Pro is an AI-driven platform that automates client intake and follow-up processes for service-based businesses. It combines Voice AI for handling inbound and outbound calls with multi-channel Text AI to engage leads via SMS, email, and social media platforms.
How does the Voice AI function?
Our Voice AI acts as a virtual assistant, answering calls 24/7, qualifying leads based on your criteria, and scheduling appointments. It ensures that no potential client is missed, even outside of business hours.
Which communication channels does the Text AI support?
The Text AI engages clients through various channels, including SMS, email, Facebook Messenger, Instagram Direct, and WhatsApp, ensuring consistent follow-up across platforms.
Can AutoIntake Pro integrate with my existing systems?
Yes, AutoIntake Pro seamlessly integrates with GoHighLevel (GHL) and can be customized to work alongside your current CRM and marketing tools, enhancing your existing workflows.
Is AutoIntake Pro suitable for my industry?
Absolutely. While we specialize in sectors like law firms, insurance, HVAC, and home improvement, our solutions are adaptable to any service-based business that relies on consistent client intake and follow-up.
How customizable is the platform?
AutoIntake Pro offers high levels of customization. We tailor the AI's scripts and workflows to match your specific intake processes, ensuring alignment with your business operations.
What kind of support can I expect?
We provide comprehensive support, including onboarding assistance, training, and ongoing technical support to ensure you get the most out of AutoIntake Pro.
At AutoIntake Pro, we revolutionize the way service-based businesses engage with their clients. Our cutting-edge AI solutions seamlessly integrate voice and multi-channel chat technologies to automate and enhance client intake processes.
Whether you're in legal services, insurance, HVAC, or home improvement, our platform is designed to adapt to your industry's unique needs, ensuring efficient and personalized customer interactions.
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Industries Served
HVAC & Home Services
Remodelers & Contractors
Med Spas & Clinics
Insurance Agencies
Call Centers & Sales Orgs
Local Service Businesses