Legal Client Intake Assistant
Prospective clients fill a published Falcon form; the agent extracts the matter type, parties, and timeline, screens for conflicts against your records, and delivers a structured intake packet to the right attorney by email — with everything logged for compliance.
Templates never consume AI Builder credits. Customize every node visually after import.
How it works
Collect
A published Falcon form (hosted or embedded on your site) captures the prospective client’s story in their own words.
Extract & screen
AI extracts matter type, parties, jurisdiction, and deadlines, and checks names against your conflicts sheet.
Route
A structured intake packet is emailed to the assigned attorney and logged to Google Sheets; urgent matters ping Slack.
Integrations in this template
Every node is swappable — replace any integration with another without rebuilding the flow.
AI Prompt
View integration docs →Google Sheets
View integration docs →Send Email
View integration docs →Built for
- Personal injury and family law intake
- After-hours lead capture for solo practices
- Standardizing intake quality across a multi-attorney firm
Frequently asked questions
Is this HIPAA/PII safe?
Falcon Builder supports PHI/PII redaction on Enterprise plans, and all executions are logged. See the redact-pii docs for the compliance setup.
Can clients chat instead of filling a form?
Yes — publish the same workflow as a chat interface. Both surfaces feed the identical intake pipeline.
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View template →Ship this agent today.
Free plan includes everything this template needs. No credit card required.