SuiteAgent · SalesIntake
18 tools16 AI does it · 2 tools you use
Demo data

Intake / Qualification

Qualify fit, jurisdiction, urgency, and value — in minutes, not days.

Flagship demos

Where this suite sits in the loop

  1. Step 1
    Demand

    Capture intent from every source: web, phone, marketplace.

  2. Step 2
    Qualify

    Reason-coded fit, jurisdiction, urgency, value.

  3. Step 3
    Convert

    Book the right consult, brief the attorney.

  4. Step 4
    Deliver

    Retainer, matter, and client service in one loop.

  5. Step 5
    Measure

    Clients, not clicks — attributed by source.

All tools in this suite

Practice-Area Intake Packs
Vision
AI does it

Prebuilt flows for PI, family, immigration, bankruptcy, estate, criminal, employment, business, real estate, landlord/tenant, workers’ comp, probate, tax, and consumer law.

Jurisdiction & Venue Detection
Available in prototype
AI does it

Detect state, county, city, court, incident location, residence, business location, and firm service area fit.

Urgency & Deadline Detection
Vision
AI does it

Flag court dates, statutes, removals, arrests, custody emergencies, expiring offers, and filing deadlines.

Case Value Estimator
Vision
AI does it

Directional value and complexity tiering: low, medium, high, strategic, or unsuitable.

Contactability Score
Vision
Tools you use

Estimate contact quality, preferred channel, best time, and likelihood of response.

Duplicate & Spam Detection
Vision
AI does it

Detect duplicate inquiries, repeat contacts, bot/spam submissions, and low-quality traffic.

Disqualification Rules
Vision
AI does it

Configure no-fit reasons: wrong geography, wrong practice area, adverse party, low intent, no budget, emergency outside scope, nonlegal issue.

Human Review Queue
Vision
AI does it

Escalate low-confidence, high-risk, urgent, or ethically sensitive intakes to staff or attorneys.

Lead Rescue Console
Vision
AI does it

Find incomplete intakes, stale leads, high-value unbooked leads, and urgent uncontacted leads.

AI Intake QA / Calibration
Vision
AI does it

Attorney feedback loop for classifications, scores, routes, reason codes, and AI mistakes.

Multilingual Intake
Vision
AI does it

Spanish-first and multilingual intake with translated summaries for firm staff.

Voice Intake
Vision
AI does it

Phone AI intake that answers calls, qualifies prospects, captures facts, and books meetings.

After-Hours Intake
Vision
AI does it

Nights/weekends AI intake with urgent escalation and next-business-day follow-up.

More Fount

Explore the rest of the suite

Five agents. Fifteen jobs. One shared money loop.