No. PI Intake Ops is designed to work alongside your existing team.

Your AI agents handle the gaps where opportunities are most likely to get lost—after-hours calls, missed calls, overflow, immediate follow-up, repetitive intake tasks, and ongoing follow-up.

Your staff remains in control of the intake operation while the agents help make sure potential cases don't fall through the cracks.

Instead of going straight to voicemail, the caller can speak with an AI agent immediately.

The agent can answer the call, gather information, conduct initial intake, determine the appropriate next step, and follow the routing or escalation rules established by your firm.

That means a potential client can receive a response at 11:30 PM instead of waiting until your office opens the next morning.

Yes.

Your firm establishes the criteria the agents use during intake. The agent can ask questions about the incident, injuries, treatment, representation status, timing, location, and other information your firm uses to determine whether an opportunity should move forward.

The AI doesn't make legal decisions. It gathers and organizes information according to the intake criteria and workflows your firm establishes.

Yes.

Calls can be transferred or escalated according to rules established during implementation.

For example, you may want certain qualified callers transferred immediately during business hours while after-hours callers complete intake and schedule a consultation.

In many cases, yes.

We review your existing technology during onboarding and determine what integrations are available. Depending on the capabilities of your CRM or case management system, information collected by the agents can be passed into your existing intake workflow.

Our goal is to work with the systems your firm already uses whenever practical—not force your staff to manage another disconnected process.

We design the call-routing structure around your existing intake operation. Your agents can be configured to handle specific situations such as after-hours calls, unanswered calls, overflow, or other predetermined call scenarios.

We'll map the routing with your firm before going live.

No.

PI Intake Ops is a month-to-month service. You can cancel at any time.

Payments already made are non-refundable, and we don't prorate unused time if service is canceled before the end of the current billing period.

Protecting firm and caller information is an important part of how the system is configured.

We limit the agents to the information and systems necessary to perform their assigned roles and establish how information should be handled during implementation.

We'll also review any sensitive-information, access, and integration requirements with your firm before connecting the agents to your systems.

The agents aren't expected to improvise answers to questions outside their approved scope.

We establish boundaries, escalation rules, and approved responses during configuration. When something falls outside those boundaries, the agent can direct the conversation to the appropriate next step rather than guessing.