IntakeIQ
Intake Intelligence

Intelligent intake for modern law firms.

IntakeIQ pre-qualifies every case before you pick up the phone. Eight practice areas. HIPAA-compliant. Fewer dead-ends, sharper docket.

Start free trial → Book a demo See a live score

14 days · 15 scored intakes · No credit card

up to 94%
fewer dead-end consults
47s
median time to recommendation
3×
AI models per case
Three cases

What that looks like in practice.

Friday night, Tuesday morning, Wednesday afternoon — three intakes, scored and sorted before anyone opened a file.

Person on a phone call outside, dictating intake details.
Scenario 01
Friday · 7:42 pm

A plaintiff dictates from a parking lot.

IntakeIQ recognises a strong MVA pattern, runs multi-model consensus, and pings the on-call partner before she pulls out of the lot.

47s median time to recommendation
Attorney reviewing case files at a desk in the morning.
Scenario 02
Tuesday · 9:15 am

Five overnight dossiers, ten minutes.

A managing partner reviews everything that scored above 65 before her first call. Three accept, two decline, none waste her morning.

2–3× AI models per case
Stacked case files representing PHI handled through the HIPAA pipeline.
Scenario 03
Wednesday · 4:00 pm

The medical record that stayed secure.

Uploaded straight into encrypted storage — never our web servers — classified as PHI at intake, audit-trailed end-to-end. The encryption finished before the call did.

HIPAA pipeline · audited
From the docket

The firm that runs on it.

SOC 2 ready
HIPAA · BAA available
Customer story · Ghalawanji Law
Live on IntakeIQ since 2026.
“I’m really impressed with intake IQ. I was struggling with case intake. I was going into consultations with minimal information and spending too much time filling in the gaps during my consultations. Intake IQ gathered the information I needed beforehand so I could schedule the intakes that were worth it. Intake IQ’s AI powered dynamic questionnaire automatically asks the necessary follow up questions based on the information the lead provides. I’m now free to schedule the consults that make sense and my assistants are available to help with other things. I’ll be using this for my practice moving forward.”
Zanah Ghalawanji
Zanah Ghalawanji · Ghalawanji Law
Free trial

Fourteen days. Fifteen intakes. No card.

Score your own intakes, not a canned demo. Every premium feature is unlocked for the whole trial — multi-model consensus, the HIPAA pipeline, email triage, analytics.

14
days, full access
15
scored intakes included
$0
no credit card
8
practice areas
Start free trial → Or book a demo

The demo is a working session: we plug IntakeIQ into last quarter's intakes and show you what it would have declined.

Solo and Growth start self-serve. Scoring pauses at 15 intakes or day 14, whichever comes first — nothing renews and no card is charged. Professional and Enterprise begin with a guided demo instead.

Method

How a form becomes a recommendation.

Median 47 seconds to recommendation.
01 Intake
STEP 4 / 7
Tell us about the accident.
Other driver
I was at fault

A claimant fills your form.

Branching logic adapts to practice area. Eight rubrics, dynamic follow-ups, document upload — all white-labelled to your firm.

Avg. 4 min · 22 fields · embed or hosted
02 Consensus
CONSENSUS · 3 MODELS
CLAUDE 81
NOVA 76
MISTRAL 77
RECOMMENDATION 78 /100

Three models score in parallel.

Claude, Amazon Nova and Mistral each return a 0–100 score with cited evidence. The engine weights by confidence and flags disagreement above 15 points.

One BAA · zero data retention
03 Recommendation
IIQ-SAMPLE · DOSSIER
78 Strong — recommend
—Hospital records same-day
—Police report on file
—Commercial $2M policy

Your attorney sees a clean dossier.

Strengths, watch-items, statute checks and Clio sync — landed in the right intake queue before the prospect refreshes the thank-you page.

Clio · Cal.com · Slack · webhook
Documents · HIPAA pipeline

Drop the medical record. We handle the rest.

Pre-signed S3, encrypted at rest, classified at intake, audit-trailed end-to-end. PHI never touches the app server.

DROP FILES HERE · PDF · JPG · HEIC
ER.pdf
→ Pipeline · live
HIPAA
Pre-signed upload S3 · us-east-1
Encrypted at rest AES-256 · KMS
PHI classified medical_records bucket
OCR + extraction Textract · 2.4 MB · 8 pp.
Audit logged CloudTrail · evt #4421
Receipts

Every score, with its receipts.

Every recommendation shows its work — the evidence behind each claim, and any disagreement between reads. Exposed, not buried.

3 independent AI reads
weighted by confidence
disagreement flagged
I · Variance & agreement
σ 6.1
low — well within bounds
OK
σ 0 median 6.4 σ 30 · flag

When the three models disagree by more than σ 15, the case is flagged for an attorney — never auto-decided.

II · Citations · 12 supported, 0 unsupported
IIQ-SAMPLE
01
Commercial defendant carrying high coverage.
↳ universal.defendantType = "commercial" · policy.umbrella = $2M
strong ?

Backed word-for-word by fields the client entered. Nothing inferred.

Strength grades the evidence behind one claim; the 0–100 score weighs all of them together.

02
Emergency-room treatment same-day as incident.
↳ injury.firstTreatment = 2026-05-03 · incident.date = 2026-05-03
strong ?

Backed word-for-word by fields the client entered. Nothing inferred.

Strength grades the evidence behind one claim; the 0–100 score weighs all of them together.

03
Statute of limitations clean — 22 months remaining.
↳ jurisdiction.SOL = 24mo · incident.date = 2026-05-03
strong ?

Backed word-for-word by fields the client entered. Nothing inferred.

Strength grades the evidence behind one claim; the 0–100 score weighs all of them together.

04
Witness list pending; one bystander statement to verify.
↳ witness.count = 1 · witness.verified = false
moderate ?

Supported, but leans on something not yet verified — the dossier lists exactly what to check.

Strength grades the evidence behind one claim; the 0–100 score weighs all of them together.

Every claim cites a specific form field. Unsupported claims are flagged — and the case routed to an attorney.

III · Docket · live
SCORING
IIQ-SAMPLE-A 0:42s
Personal Injury 78
STRONG
IIQ-SAMPLE-B 8m ago
Employment 71
STRONG
IIQ-SAMPLE-C 12m ago
Personal Injury 24
DECLINE
IIQ-SAMPLE-D 19m ago
Employment —
FLAGGED · ATTORNEY REVIEW
IIQ-SAMPLE-E 54m ago
Estate 84
EXCEPTIONAL
Ready

Sharper docket. Fewer dead-ends.

Twenty minutes with a founder. We'll plug IntakeIQ into your last quarter's intake and tell you what would have been declined.

Book a demo → See pricing

The demo runs on your own intakes — bring last quarter's, we'll score them live.

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