Dashboard

Client intake automation overview

Leads Today 0 +12% from yesterday
Consultations Scheduled 0 +8% this week
Conversion Rate 0% +3.2% this month
Avg Response Time 0m -15% faster

AI Intake Assistant

Active
0 Forms Processed Today
98.5% Accuracy Rate
0 Auto-Qualified

Recent AI Actions

Recent Leads

View All

Scheduled Consultations

View All

Lead Management

Track and manage all incoming client leads

Name Case Type Source Status Score Actions

Scheduled Consultations

Manage upcoming client consultations

This Week

Intake Forms

Customize and manage client intake forms

Personal Injury Intake

Comprehensive form for accident and injury cases

Active

Family Law Intake

Divorce, custody, and family matters

Active

Criminal Defense Intake

Criminal case and defense information

Active

Business Law Intake

Commercial and corporate legal matters

Draft

Analytics Dashboard

Track intake performance and conversion metrics

Lead Sources

Website
Referral
Google Ads
Social

Conversion Funnel

Leads: 156
Contacted: 117
Consultations: 78
Clients: 55

Response Time Metrics

Average Response Time 12 minutes
AI Auto-Response Rate 98.5%
First Contact Success 76%

System Settings

Configure your intake automation preferences

AI Configuration

Notifications

Integration Settings