By profession · Personal injury intake
Personal injury intake software: AI intake that screens PI leads and books the consult
In personal injury, the firm that answers first usually signs the case. A crash victim who fills out a form at 9pm has often called three other firms before anyone at yours picks up the next morning. Consultations is personal injury intake software that answers every lead the instant it arrives, day or night. The AI runs the intake conversation, captures how and when the injury happened, and screens the case against what your firm takes.
It checks the facts that decide whether a PI case is worth a consult, whether they saw a doctor, whether the other party was insured, whether they already signed with another firm, and whether the statute of limitations is still open. It collects the police report, the medical records, and the insurance details, books the consultation, and hands the attorney a prepped brief. The agent handles intake, screening, and scheduling only. It never gives legal advice and never tells anyone whether they have a case. Your attorneys decide that.
One AI conversation · qualifies and books · you get a prepped brief
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The AI runs the discovery consultation, qualifies the lead, collects details and documents, and books the paid appointment, then hands you a prepped brief.
Intake brief
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Discovery consultation
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Qualification
Scored against this firm's intake criteria, with the reasons on the brief.
Appointment
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Brief readyLive and interactive · qualified, briefed, and booked
Every lead qualified, briefed, and booked · intake and scheduling, not advice · you own your data
In short
Last updated July 2026
Personal injury intake software captures a new injury lead, screens the case against the firm's criteria, checks whether the statute of limitations is still open, asks whether the person has treated with a doctor and whether they already have a lawyer, collects the police report and medical and insurance details, and books the consultation. PI firms live and die on speed to lead, so the value is answering in seconds at any hour rather than the next morning. Consultations runs that conversation itself and hands the attorney a prepped brief.
Works with your calendar
Intake only · never advice
Why it works
What your practice gets with personal injury intake software
First to respond
Every PI lead is answered in seconds at any hour, so the firm stops losing signed cases to whoever calls back first.
Screen the case fast
The AI checks injury, treatment, fault, insurance, prior representation, and the statute of limitations before an attorney spends a minute.
Intake, not advice
It gathers facts, collects records, and books. It never tells anyone whether they have a case. Attorneys decide.
What it handles
Run the intake, qualify the lead, book the appointment
Consultations runs the discovery conversation, asks the right questions, collects the details and documents you need, qualifies the lead, books the paid appointment, and hands you a prepped brief, all in one place.
- Answer every injury lead in seconds, 24/7
- Screen the case against injury, fault, treatment, and insurance
- Flag when the statute of limitations is close or passed
- Collect the police report, medical records, and insurance details
- Book the consultation with a prepped brief for the attorney
Verdict
QualifiedDetails collected, lead qualified, and the paid appointment is on your calendar.
Why Consultations
Intake run, lead qualified, appointment booked
Not a calendar link, not a static form, not a separate qualification step. One AI conversation replaces the calendar link plus form plus qualification plus brief, and hands you a prepped client ready for the meeting.
Runs the consultation
The AI runs the discovery conversation, asks the right follow-ups, and collects the details and documents you need before the call.
Qualifies and books
It scores fit against your criteria, qualifies the lead, and books the paid appointment straight onto your calendar.
Intake, not advice
Intake, qualification, scheduling and admin only. Your licensed professionals give the advice. Client data is consented, private, owned and exportable.
Why speed decides personal injury intake
Personal injury is the most competitive intake market in law. Firms spend heavily on ads and referrals to make the phone ring, and then lose a large share of those hard-won leads because nobody answers fast enough. Studies of lead response have found the odds of connecting with a lead drop sharply after the first five minutes, and PI claimants are contacting several firms at once.
That is why response time, not feature count, is the number that matters for a PI firm. Software that answers in seconds and runs a real screening conversation captures cases that an intake queue and a next-morning callback simply lose. Consultations answers the instant the lead lands, at 2pm or 2am, and holds the conversation that decides whether the case is worth the attorney's time.
What personal injury intake has to capture
A PI intake is not a name and a phone number. It is a short, specific fact pattern that tells the attorney whether to take the consult. The intake has to get the mechanism of injury, the date (which drives the statute of limitations), whether the person sought medical treatment, who was at fault, what insurance is in play, and whether they have already retained another firm.
Consultations asks these as a conversation, so it can follow up where the answer matters. If the caller says they were rear-ended, it asks about treatment and about the other driver's coverage. If they mention a prior lawyer, it flags it. What the attorney receives is a one-page brief that already answers the questions they would have asked in the first ten minutes of the consult.
The guardrail: intake, never legal advice
This matters more in personal injury than almost anywhere, because injured people arrive frightened and looking for reassurance. Consultations never gives it in the form of legal advice. It does not tell a caller their case is worth money, it does not estimate a settlement, and it does not say whether they have a claim. It gathers facts, collects records, and books the consult.
The attorney makes every legal judgment, including whether to take the case. The conflict-relevant questions the firm defines are asked during intake and surfaced in the brief, but the conflicts determination is the firm's. Every detail the claimant shares is consented, private, and owned by your firm.
Honest comparison
What a personal injury intake needs to capture, and why
A PI intake that misses one of these usually costs the firm either a case it should have signed or a consult it should have declined. Consultations asks all of them in one conversation and puts the answers in the brief.
| What the intake captures | Why it matters | When it is asked |
|---|---|---|
| Mechanism and date of injury | Drives the statute of limitations and whether the case type fits the firm | First, in the opening exchange |
| Medical treatment sought | A case with no treatment is hard to value; treatment history shapes the consult | During the fact-gathering |
| Fault and other parties | Determines liability and who the potential defendants are | During the fact-gathering |
| Insurance coverage in play | Available coverage often decides whether the case is worth pursuing | During the fact-gathering |
| Prior or current representation | A person already under a fee agreement usually cannot be signed | Before booking, always |
| Police report and records | Gives the attorney the documented version before the consult | Collected before the consult |
Consultations gathers these facts for screening and preparation only. It never advises the claimant, values a claim, or decides whether the firm takes the case. The attorney does that.
People also ask
Personal injury intake: the questions buyers actually search
What is personal injury intake software?
Personal injury intake software is the system a PI firm uses to turn an injury inquiry into a signed case. It answers the lead fast, screens the case against the firm's criteria, checks the statute of limitations, asks about treatment, fault, insurance, and prior representation, collects the police report and medical records, and books the consultation. Consultations does this as a conversation rather than a form.
How fast should a personal injury firm respond to a lead?
As close to instantly as possible. Injury claimants typically contact several firms at once, and research on lead response shows the chance of connecting falls sharply after the first five minutes. A next-morning callback loses cases that a firm answering in seconds would have signed. This is the main reason PI firms adopt intake software that responds 24/7.
Does personal injury intake software check the statute of limitations?
It should flag it. Consultations captures the date of injury during intake and surfaces whether the limitations window is close or passed, so the attorney sees it in the brief before the consult. It flags the timing; it does not give a legal opinion on the deadline, which the attorney confirms.
Can intake software tell a caller how much their case is worth?
No, and it should not. Consultations gathers the facts of the injury and books the consult, but it never estimates a settlement, never says the case has value, and never gives legal advice. Valuing a claim is a legal judgment that belongs to the attorney after a full review.
How does AI intake handle a caller who already has a lawyer?
It asks. Consultations includes prior and current representation in the intake conversation and flags it before anyone is booked, since a claimant already under a fee agreement usually cannot be signed. Surfacing it up front saves the firm a consult that would have gone nowhere.
Good questions
Questions about personal injury intake software
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Let the AI run the discovery conversation, qualify the lead, collect the details and documents, book the paid appointment, and hand you a prepped brief. Intake only, never advice, and your client data stays yours.
One AI conversation · qualifies and books · prepped brief in hand · intake only, never advice