Legal IntakeOS — Live Preview
Every inquiry, qualification, and consultation — one confidential view of your firm's intake pipeline.
Sample data — this is a live preview, not a real account
56 new inquiries this month, 21 consultations booked, and $640,000 in estimated potential case value across open matters — seeded so you can see real value in 30 seconds.
A confidential, restrained view of every potential client's matter — from inquiry through attorney review to a signed retainer.
Demo data only — no real matter files are shown here. Every potential client's information stays confidential once real intake begins.
Every lead, every call, every dollar — tracked automatically.
This is what legal intakeos businesses see from day one — no spreadsheets, no manual data entry. Your real leads, scored and dispatched by AI.
| Contact | Category | Stage | Urgency | Assigned | |||
|---|---|---|---|---|---|---|---|
| Margaret Whitfield | Personal Injury | New Inquiry | $15,000 | 38 | high | Unassigned | 1d ago |
| Louis Delgado | Personal Injury | New Inquiry | $16,000 | 40 | high | Unassigned | 1d ago |
| Denise Winters | Personal Injury | New Inquiry | $17,000 | 42 | high | Unassigned | 2d ago |
| Raymond Bergstrom | Personal Injury | New Inquiry | $18,000 | 44 | high | Unassigned | 2d ago |
| Cheryl Kirby | Personal Injury | New Inquiry | $19,000 | 46 | high | Unassigned | 3d ago |
| Terrence Espinoza | Personal Injury | New Inquiry | $20,000 | 48 | high | Unassigned | 3d ago |
| Paula Castaneda | Personal Injury | New Inquiry | $21,000 | 50 | high | Unassigned | 4d ago |
| Douglas Fitzgerald | Personal Injury | New Inquiry | $22,000 | 52 | high | Unassigned | 4d ago |
| Yvonne Whitaker | Personal Injury | AI Intake Started | $23,000 | 54 | high | Unassigned | 5d ago |
| Kenneth Talley | Personal Injury | AI Intake Started | $24,000 | 56 | high | Unassigned | 5d ago |
| Marilyn Doyle | Personal Injury | AI Intake Started | $25,000 | 58 | high | Unassigned | 6d ago |
| Roger Osborne | Personal Injury | AI Intake Started | $26,000 | 60 | high | Unassigned | 6d ago |
Ready to put this to work for legal intakeos?
The confidential intake command center for law firms.
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