AI Legal Intake Checklist
A free 18-step checklist for setting up AI-assisted legal intake: capture every channel, qualify consistently, respond in seconds, and stop losing leads.
The step-by-step checklist for standing up AI-assisted intake at a law firm: capture every channel, qualify consistently, respond in seconds, and never lose a lead to a slow queue.
What is inside
A preview of the 18-item checklist. The full version is free.
- Connect every inquiry channel (web forms, call tracking, shared inbox) into one trigger
- Define your case qualification criteria as a written, scoreable rubric
- Set a target first-response time and an after-hours coverage rule
- Build the instant missed-call text-back
- Route strong cases to a named owner with a prepared callback script
- Log every declined lead with a documented reason
- Track response time and conversion by lead source
- 11 more steps in the full checklist
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Reviewed by Revenue Institute
This guide is actively maintained and reviewed by the implementation experts at Revenue Institute. As the creators of The AI Workforce Playbook, we test and deploy these exact frameworks for professional services firms scaling without new headcount.
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