Intake

Illustrative

Every call becomes a clean, structured matter record.

Intake listens to the intake conversation and writes the facts that qualify a lead into organized fields — ready for your case system instead of a notepad. Shown here as a working illustration on synthetic data; not yet deployed.

IntakeOS · Intake summaryIllustrative
2:14
Summarized in ~24s
Caller
Jordan M.
Matter type
Auto · Personal Injury
Incident date
Mar 3, 2026
Qualified
Yes
Creates a clean matter record in your case system

Consistent capture

Capture the facts that qualify a lead — the same way, every call.

Whoever picks up, whatever the hour, Intake works the same checklist: who is calling, what happened, the injuries and treatment, the insurance picture, and the timing that decides whether a matter is viable. No more answers that depend on who happened to take the call.

  • A single qualifying checklist applied to every conversation
  • Prompts for the details intake calls most often miss
  • A consistent record for every caller, across every shift
Qualifying checklistIllustrative

The same facts, asked the same way, on every call.

Near-instant

From a finished call to a structured summary in about 24 seconds.

When the call ends, Intake turns the conversation into a clean, structured summary in roughly 24 seconds — fields filled, facts organized, ready to review. Your team reads and confirms instead of typing from memory while the next line is already ringing.

  • Summarization in about 24 seconds per call
  • Key facts pulled into fields, not buried in a transcript
  • Reviewers confirm a draft rather than build one from scratch
Call to summary
Call length
4:31
Summarized in
~24s

The conversation does the work; the write-up is near-instant.

Ready to hand off

A clean record, shaped for your case system.

The result is a structured matter record — typed fields, consistent labels, the facts where you expect them — built to drop into the system your firm already runs on instead of living in a notepad. One tidy starting point for every new matter.

  • Typed, consistently labeled fields instead of free-form notes
  • Shaped to map onto your existing matter intake
  • One clean starting point for every new matter
Structured matter record
Ready to hand off to your case system

Where this is today

Illustrative

Intake is a working illustration. Everything shown here runs on synthetic fixtures we built to demonstrate the workflow — the callers, matters, and summaries are invented, not real intake. The roughly 24-second summarization is the one real figure; the product itself is not yet deployed in a firm.

We are showing it now because the shape is right and we would rather be honest about the stage than dress a prototype as a finished product. If this is the direction your intake should take, a working session is the fastest way to see exactly what stands today.

See your firm on one source of truth.

Book a working session and we'll walk through Fused on real personal injury workflows — what's live today, and where it's headed. No slideshow, just the platform.