AI AgentsLegal & Professional Services
Client Intake AI Agent
Turn every inbound enquiry into a qualified, structured intake — without the back-and-forth.
A client intake AI agent that captures, qualifies and routes new client and patient enquiries into your systems around the clock — so nothing waits in an inbox and your team starts every case with clean data.
The problem
- New enquiries sit in an inbox for hours while prospects go cold
- Staff re-key the same intake details into your CRM or practice-management system by hand
- Incomplete, inconsistent intake data slows down every case that follows
How it works
Capture the enquiry
The agent meets clients on your site, email or WhatsApp, asks the questions your practice actually needs, and works around the clock — no form left half-filled.
Qualify and structure
It checks completeness, flags urgency or conflicts, and turns a messy conversation into a clean, structured intake record — with a human in the loop for anything that needs judgment.
Route into your systems
The structured intake is written into your CRM, practice-management or case system via API, with an audit trail of every step. Your team starts with clean data, not a transcript to re-type.
Pricing
- ✓One agent, one workflow
- ✓Eval harness included
- ✓2-week delivery
- ✓Multi-step workflows
- ✓Tool-use & integrations
- ✓Cost ceiling per run
- ✓Audit log on every field
- ✓On-prem or private cloud
- ✓HIPAA / GDPR posture
- ✓SLA & support
Related agents
Book your assessment.
Talk directly to a principal engineer.
No sales team.
No discovery workshops.
No procurement circus.
We scope, build and ship.
- Reply within one business day
- Engineer-led assessment
- Written proposal
- Lisbon · UK time zone
No commitment. Just an engineer.