Live Demo

AI Client Intake

Meridian Law — automated intake, conflict check, and follow-up

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Client Intake Form

Simulate a prospective client submitting their case details. The AI runs a conflict check and triggers the outreach sequence automatically.

Full Name

Email

Phone

Case Type

Brief Description

Urgency

Intake Received

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Conflict Check Simulation

Instantly cross-references against the firm's client database to flag conflicts before an attorney is assigned.

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Submit the intake form to see the conflict check run in real time.

1

How it works

When a client submits the intake form, the AI checks their name against opposing parties in active cases, former clients, and referral partners. Results are logged and flagged for attorney review.

2

Integration point

Deploy the intake widget on your firm's website or embed via a Retell phone agent that collects the same fields verbally.

Powered by Axiom AI

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Automated Follow-up Email

Triggered automatically after intake — sent via your firm's email with appropriate tone and next steps.

To: client@example.com

Your inquiry has been received — Meridian Law

Dear Client,

Thank you for reaching out to Meridian Law. Your intake has been received and is currently under review.

Based on your submission, our team will be in touch within 1 business day to discuss next steps.

If your matter is urgent, please call us directly at (555) 800-1234.

Regards,
The Meridian Law Team

Recent Intakes

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No intakes yet. Submit the form to see records appear here.

<2min

Intake completion time — no phone tag required

100%

Conflict check coverage — every intake screened

4hr

Average response time after intake submission

$1,800

Annual savings vs. manual intake coordination

Pricing

$2,000 – $10,000 /month

Based on firm size — solo practitioner to enterprise

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