A PI firm gets 60 intakes a week and 8 are worth taking. The screening is mechanical — statute, venue, injury severity, insurance, prior representation — but it eats a paralegal's morning. This agent does the mechanical part and hands over a one-page summary with the facts that decide it.
Spec sheet
ModelClaude Sonnet
Runs onCustom API
Avg cost / run$0.09
Avg runtime~35s
Setup time45 min
Runs logged5,610
What a run looks like
Ingests the intakeWeb form, phone transcript, or forwarded email — all three land in the same queue.
Checks the hard barsStatute of limitations, venue, prior counsel, and any of your firm's named exclusions.
Scores viabilityWeights injury severity, liability clarity, and available coverage against your last 200 accepted cases.
Writes the summaryOne page: what happened, why it scores where it does, and the two facts still missing.
Routes or declinesKeepers open a matter in Clio; declines get your reviewed decline letter, never an auto-send.
Wired to
ClioFilevineTwilioGmail
What you’ll need
Clio or Filevine
Your intake form fields mapped once
A signed-off decline letter template
Reviews 31 ratings
Alicia BrandtManaging partnerAug 2026
It never auto-declines, which is the only reason we let it near intake. The summaries are better than what our first-year was writing.
Only accounts that have claimed this agent can review it.