Intake Forecast by AI Sales Pros

Intake Forecast

by AI Sales Pros


Overview

Intake Forecast is an AI-powered intake and lead qualification tool designed for personal injury law firms. It captures inbound calls, web chat, and form submissions, collects case information, scores each inquiry, and routes high-priority matters to firm staff. The platform can also be configured for other legal or service-based businesses with time-sensitive intake.

Key features and functions include:

AI Voice Intake Agent
Answers after-hours and overflow calls with no hold time. Runs intake conversations with potential clients and qualifies injury inquiries in real time.

Multichannel Intake
Captures and scores inquiries from phone calls, web chat, and online form submissions.

First Call Score
Scores each inquiry when intake ends, weighing case quality, urgency, and readiness to proceed against the firm's qualification rules. Tiers range from Immediate (high-value injury with clear liability) to Low (outside the practice area or low value, routed to referrals).

Instant Handoff
Routes calls scored Immediate directly to firm staff, or sends an SMS alert to the on-call team.

Custom Guardrails
The agent follows the firm's intake script. It gathers facts and qualifies leads without giving legal advice.

Flexible Coverage Models
Can run as overflow, evening, and weekend coverage alongside an in-house intake team, or as full 24/7 intake for firms without dedicated intake staff.

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HEADQUARTERS
US
LANGUAGES
Spanish,
English
OFFICES
N/A
YEAR FOUNDED
2025
REGIONS SERVED
North America
Latest Funding Round
Latest Funding Round
Total Funding Amount
Total Funding Amount
Areas of Use
TARGET AUDIENCE
Law Firms - 20-99 lawyers
Law Firms - 100-499 Lawyers
Value Proposition
Value Proposition

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