Introduction

Client intake is one of the most critical stages for attorneys who represent plaintiffs and individual clients. Yet traditional intake workflows—manual phone calls, slow response times, unstructured notes, and inconsistent qualification—cause many law firms to lose strong cases before they ever reach an attorney’s desk.

AI-powered intake solutions are changing this. Retriever, an AI intake assistant built specifically for attorneys, automates the initial client conversation, collects essential case details, reviews documents, and helps firms qualify leads faster and more accurately than ever before.

The Problem With Traditional Client Intake

Most plaintiff-side and consumer-focused attorneys face the same challenges:

• Slow responses lead potential clients to competitors

• Staff spend hours asking repetitive starter questions

• Important case facts are captured inconsistently

• Attorneys receive incomplete or disorganized information

• Document collection happens late in the process

• Low-quality or irrelevant cases take time away from strong ones

• Prospective clients feel ignored if they don’t hear back immediately

Traditional intake systems simply can’t keep up with the expectations of modern clients who demand fast, clear communication.

What Is Retriever?

Retriever is an AI intake and case assessment assistant for attorneys. 

It conducts the full initial conversation with prospective clients, gathers essential case information, answers common questions, reviews uploaded documents, and evaluates whether the matter meets your intake criteria.

After the conversation, Retriever sends the attorney a structured, attorney-ready intake summary — saving valuable time and enabling faster case decisions.

How AI Improves Intake for Plaintiff-Side and Consumer-Focused Attorneys

24/7 Instant Communication

Clients often reach out after an injury, workplace dispute, or other urgent situation outside office hours. Retriever offers immediate engagement—day, night, weekends, and holidays—ensuring no high-value lead gets lost due to delayed responses.

Accurate Collection of Case Facts

Retriever captures the most important details for plaintiff-side and consumer law, including:

• Type of incident or legal issue

• Timeline and key dates

• Injuries, damages, or consequences

• Employment context

• Insurance information

• Evidence and supporting documents

This ensures attorneys receive complete and reliable information on every inquiry.

AI-Based Lead Qualification

Retriever screens cases based on your criteria, such as:

• Severity of injuries or damages

• Liability indicators

• Statute-of-limitations concerns

• Eligibility (for immigration or administrative matters)

• Practice-area fit

Only viable, high-potential cases make it to the attorney.

Document Intake & Review

Clients can upload documents directly into the chat:

• Police reports

• Medical records

• Employment documents

• Photos or videos

• Contracts or notices

Retriever analyzes the files and extracts relevant facts automatically.

Consistent, Branded Client Experience

Every prospective client receives a professional, structured, friendly intake experience tailored to your firm’s tone and identity.

How Retriever Works (Step-by-Step)

1. Guided AI Conversation

Retriever leads clients through a real-time conversation, asking practice-specific questions based on your configuration.

2. Intelligent Data Collection

It gathers contact information, case facts, timelines, evidence, damages, and more.

3. Case Assessment & Lead Qualification

Retriever evaluates the details according to your criteria and flags strong or weak cases.

4. Document Review

Uploaded documents are analyzed and summarized to reduce follow-up tasks.

5. Instant Summary to Your Inbox

Attorneys receive a complete intake summary with:

• Key case facts

• Client information

• Timeline

• Issues or missing details

• Qualification status

• Uploaded files

Benefits for Plaintiff-Side and Consumer-Focused Attorneys

• Higher conversion rates due to instant response

• More high-value cases through automated qualification

• Faster review times thanks to structured summaries

• Less time spent on repetitive intake tasks

• More accurate and consistent data collection

• Better client experience from the first interaction

• Improved document and evidence collection