Legal Intake Software That Writes the Summary for You

Legal intake software captures a prospective client's facts and turns them into a structured matter record. Caseagent goes one step further: its agent drafts the intake summary from your raw notes, then keeps every client touch logged inside the matter.

Caseagent is in early access. Every draft below is first-pass work product a licensed attorney reviews before it reaches a client; the agent never messages anyone on its own.

Exhibit A Plain answer

What is legal intake software?

Legal intake software is the tool a law firm uses to collect a new client's information, evaluate the potential matter, and open the file: contact details, the facts, key dates, conflicts, and next steps. Good intake software turns a first conversation into a structured matter record the whole firm can work from.

01

Most intake tools are forms

A web form or questionnaire feeds a CRM. Someone at the firm still has to read the answers, write the summary, spot the deadline, and open the matter properly. The form gathered the facts; a person still does the work. We priced that category in our review of law firm client intake software, and the wider CRM picture sits on our legal client management software page.

02

Caseagent's intake is an agent

Paste your raw call notes, or the client's own account, and the agent drafts the structured intake summary: parties, facts, injuries or damages, dates that matter, and suggested next steps, ready for your review. Any deadline it spots goes straight to the legal deadline calculator and matter timeline.

Exhibit B From notes to matter

Client intake software for law firms, working from raw notes

This is the shape of an agent-drafted intake summary. Ten minutes of messy call notes in; a structured, reviewable record out. The attorney edits and approves before the matter opens.

The same reading ability powers the rest of the product: the AI paralegal builds the chronology from the file, and legal drafting software turns the record into first drafts. You can watch it read a sample file in the live demo.

INTAKE SUMMARY · FICTIONAL SAMPLE

01

Maria Rodriguez v. Hale Trucking Co. Prospective client Rodriguez, rear-ended at a stoplight by a Hale Trucking box truck. Driver employed by Hale; employer liability to evaluate.

PARTIES

02

Collision on March 12 at Grand Ave and 3rd St. Police report filed on scene; client states the truck driver admitted he was looking at a dispatch tablet.

INCIDENT

03

ER visit same day, ongoing physical therapy for cervical strain, 11 days of missed work so far. Vehicle declared a total loss by the client's insurer.

DAMAGES

04

Statute of limitations flagged from the incident date and added to the matter timeline. Insurer's initial contact letter deadline noted for response.

DATES

05

Suggested: request the police report and ER records, send a preservation letter to Hale Trucking, and open a PI matter. Awaiting attorney review.

NEXT STEPS

Fictional sample for illustration. Not a real matter, client, or company.

Exhibit C After intake

The client hears from you before they have to ask

"What's happening with my case?" is the most common client call a firm gets, and the most preventable. The agent keeps the answer drafted, logged, and one search away.

Status updates on schedule

Pick a cadence per matter, monthly, biweekly, or on milestones, and the agent drafts the client update from what actually happened in the file. You edit, approve, and send; nothing goes out without you.

"What did we tell the client last?"

Ask the matter and get the answer with dates and quotes from the log: the last update sent, what it promised, and what has changed since. No more scrolling three inboxes before a client call.

A log inside the matter

Every update, call note, and client email lives in the matter's communication log, next to the documents and deadlines it relates to. One record, whoever at the firm picks up the phone.

Honest framing: Caseagent is in early access and these are the behaviors we are building toward with our first firms. What exists today is shown in the demo; what we will never build is an agent that talks to your clients without an attorney's sign-off.