Automate Client Intake, Consults, & Form Completion

Pod streamlines the client intake process—handling initial consultations, case evaluations, and intake form completion automatically by phone, so your team can focus on serving clients, not paperwork.

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Demo Video

Demo Video

WATCH THE DEMO
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Dashboard showing automated legal client intake

Automated Consult Scheduling & Intake

Clients can request consultations, answer intake questions, and submit case details 24/7. Pod collects all necessary information and syncs it with your intake workflow.

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Visualization of automated case evaluation

Smart Case Evaluation & Routing

Pod screens client inquiries, evaluates initial case info, and routes qualified leads to the right attorney or department—improving lead quality and reducing manual sorting.

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Preview of automated intake form completion

Seamless Intake Form Completion

Pod guides clients through detailed intake forms by phone, ensuring every required detail is captured before your first meeting.

AI Client Intake & Consult Scheduling

Pod’s AI automates consults, case evaluations, and form completion—accelerating new client onboarding and freeing up your staff for higher-value work.

AI dashboard for legal intake automation

Automated consult scheduling

Let clients schedule consultations and answer intake questions 24/7.

Case screening & evaluation

Screen new cases, qualify leads, and route them to the right legal expert.

Intake form completion

Guide clients through intake forms by phone.

CRM & intake system integration

Sync all collected data with your CRM or legal intake platform.

Everything you need to know about Client Intake Automation

Yes! Pod lets clients request consults, answer questions, and complete intake forms by phone.

Ready to automate client intake?