PI intake is a stopwatch. Allison answers every call, runs your intake script, and hands a complete intake to your attorney so the sign-up happens before the next firm calls back.
Every TV spot, Google ad, and billboard funnels to a phone call. If the caller reaches voicemail, the next firm on their list calls back first and gets the signed retainer.
A non-attorney handling intake can ask the wrong question and lose the case. Your existing reception team is busy with active clients and current files, not new leads.
Spanish-speaking callers are the largest underserved PI segment. Most firms answer only in English and lose those cases to firms that have bilingual intake.
Every feature below is included on every plan. No add-ons, no feature gates.
Runs your script: incident date, type, injury, treatment status, prior representation, photos, police report. Hands your attorney a complete intake to act on.
Flags cases approaching the statute of limitations so your attorney sees the urgent file first and the deadline does not slip past the intake queue.
Captures the potential defendant and incident details so your attorney clears the conflict before the callback, not after.
Handles Spanish-language intake natively, captures the same fields, and routes to your bilingual attorney or staff with the file ready.
Share your intake script, practice areas, jurisdictions, and statute reminders. Allison handles intake on every call in 20 minutes of setup, including bilingual coverage.
Intake quality decides whether the case signs. Watchtower scores every intake call for completeness, script adherence, and statute awareness so you see what the attorney would see before the callback.
Auto accident: "I got rear-ended yesterday and my back is killing me, do I have a case?"
Slip and fall: "I fell at the grocery store last week and broke my wrist"
Workers comp question: "I got hurt at work and they want me to come back, can you help?"
Status check: "I signed with you a month ago, what is happening with my case?"
Referring attorney: "I have a case I do not handle, can your firm take a look?"
Your knowledge base is fully customizable from the dashboard.
Call Allison, describe your business, and she'll build your agent. Or sign up and configure it yourself.