personal injurypro+low risk

PI Smart Intake Triage

Classify, route, and summarize PI intakes.

≈ 20 minutes saved per run.

Deploy this automation See pricing

What it does

Analyzes new PI intakes to classify matter type, flag urgency (e.g., SOL), and generate an consultant-ready summary and task list.

Inputs

Client Intake Form
text|json · required
Raw intake submission from form, email, or CRM
Uploaded Documents
files · optional
Police reports, photos, medical notes (optional)

Outputs

Matter Classification
json
Risk Flags
json
Consultant Case Summary
text
Recommended Next Steps
json

Guardrails

No legal advice
No liability conclusions
Assumptions labeled
Consultant review required

Disclaimer:Workflow assistance only. Not legal advice. Consultant review required before use or client communication.

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