How LegalVoice intake works

See how an AI personal injury intake becomes a staff-ready record.

LegalVoice identifies the caller path, asks the firm-approved intake questions, stores the answers with a transcript and summary, and applies the configured scheduling or handoff rule. Staff can then review the record and make the legal and representation decisions.

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What this page covers

Use this page as an operational reference

The guidance below focuses on observable intake work, reviewable outputs, and clear boundaries for human judgment.

First, identify the caller path

Then collect the approved information

Finish with a visible disposition

Personal injury intake software

First, identify the caller path

A new potential matter should not follow the same path as an existing client, provider, adjuster, vendor, or caller asking for a named staff member. Caller classification happens before a long intake begins.

Then collect the approved information

For a new personal injury inquiry, the configured flow can collect the caller's account of the incident, reported injuries, treatment status, insurance context, supporting evidence, and contact details. The exact questions remain under firm control.

Finish with a visible disposition

The call ends in a scheduled consultation, configured transfer, staff callback, non-lead message, or needs-review state. The transcript, summary, captured fields, and next action remain available for staff review.

simulated handoff

Simulated call-to-handoff example

This is a fictional demonstration of workflow behavior. It is not a customer call and contains no legal advice.

Simulated caller “I was in a car accident yesterday and would like to speak with someone about what happened.”

Simulated intake response “I can collect some basic information and help with the next step. Are you calling about a new matter, and are you able to speak safely right now?”

Captured record Caller type, contact details, reported incident date and location, reported injuries and treatment, insurance context, and requested next step.

Configured outcome Consultation offered if the firm's rules allow it; otherwise a staff callback or needs-review item is created.

Staff view Transcript, summary, structured fields, disposition, and follow-up context are available together.

Written by LegalVoice Editorial Team. Reviewed by LegalVoice Product Review. Published 2026-08-20; updated 2026-08-20.