Law firm intake automation helps legal teams respond faster, collect the right information, qualify matters, schedule consultations, request documents, update the CRM or case system, and trigger follow-up without relying on manual chasing.
bzOS builds practical intake workflows around your actual practice areas and tools. Sometimes that includes AI for classification or summaries. Often the biggest win is simpler: better routing, cleaner forms, reliable reminders, and fewer duplicate updates.
Fix our intake workflowPotential clients contact several firms. If nobody replies quickly, the best matters go somewhere else.
Staff waste time chasing practice area, location, urgency, conflict details, documents, and contact information.
The same information gets typed into forms, spreadsheets, CRM records, and case management tools.
Consultation reminders, missing-document nudges, and post-call follow-ups depend on memory.
Website forms, calls, chat, referrals, and email inquiries enter one structured intake path.
Matter type, urgency, location, budget, conflict signals, and eligibility questions are collected upfront.
The right attorney, intake specialist, calendar, or consultation path is selected automatically.
CRM/case records, tasks, notes, document requests, reminders, and follow-ups are created without duplicate typing.
Route by accident type, location, injury severity, statute urgency, and available consultation slots.
Collect visa category, deadline, location, family/employer context, and missing documents before the first call.
Gather conflict-check details, case type, children/property context, and consultation readiness without messy back-and-forth.