AI client intake that never misses a lead.
A multilingual intake assistant for web chat, text and WhatsApp that collects the facts and documents your team needs, books the consultation and hands a clean file to your case or client management system.
Reply within one business day · Written scope and fixed price before any work starts
A proposed product shown with illustrative designs, built on our AI chatbot and messaging work. Delivered today as a custom build connected to the systems you already use.
Status as of November 2026. How we label products
New inquiries
73
Answered < 1 min
100%
Consults booked
29
Missing documents
11
Recent intakes
| Prospect | Language | Matter type | Documents | Status |
|---|---|---|---|---|
| R. Hernández | Spanish | Family-based petition | 4 / 6 | Awaiting docs |
| P. Okafor | English | Employment visa | 6 / 6 | Consult booked |
| L. Tran | Vietnamese | Naturalization | 2 / 5 | Reminder sent |
| M. Costa | Portuguese | Unclear | - | Staff review |
In short
Agenbord Intake is a proposed AI intake assistant for professional firms - law firms, insurance agencies and other practices that win work by responding first. It gathers facts and documents in the client's language, books consultations and hands off to your existing system. It is a concept delivered as a custom build; it never gives legal or financial advice.
Professional firms lose good clients in the first hour: the call goes to voicemail, the web form sits until Monday, or the person who answers doesn't speak the caller's language.
Agenbord Intake is our proposed answer: an assistant that answers on the channels clients already use, asks the firm's own intake questions, collects documents, books the consultation and creates a clean record in the firm's existing system. It informs and organizes; licensed people advise.
Agenbord Intake, configured for your trade.
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View productOne engine, shared by every edition.
Multichannel intake
Web chat, text and WhatsApp, in the languages your clients speak.
Firm-defined questionnaires
Your intake questions and conflict-check fields, not a generic script.
Document collection
Checklists and secure uploads with reminders for what's missing.
Scheduling
Consultations booked into the right person's calendar.
Handoff
A structured record created in your case, practice or CRM system.
Oversight
Every conversation logged, reviewable and correctable by staff.
How it's built and run.
What exists today
Our team builds and runs AI assistants and messaging inboxes in production. Intake-specific questionnaires and integrations are built per client.
Guardrails first
The assistant is scoped to collecting information and scheduling. It does not give legal, medical or financial advice, and it says so.
What it costs, up front.
Intake is a concept delivered as a custom build. Typical ranges:
Intake pilot
From $8k
One channel, your questionnaire, scheduling and email handoff, tested on real past inquiries.
3–5 weeks
Production intake
$20k–$45k
Several channels and languages, document collection and integration with your case or CRM system.
2–3 months
Multi-office
$45k+
Several practice areas or offices, routing rules, analytics and admin tools.
Phased
Agenbord Intake: common questions.
Will the assistant give clients legal advice?
No. It is designed to collect information, explain the firm's process and book consultations. It tells users it is an automated assistant and that a licensed professional will advise them.
What AI accuracy can we expect?
We don't quote a number in advance. We test the assistant on a set of your real past inquiries before launch and share the results, including where it hands over to a person.
Concept
Want Agenbord Intake built for your business?
Send us your workflow and the systems you use. We'll reply within one business day, then a free 30-minute call, then a written scope with a fixed price - including an honest view on whether an off-the-shelf product would serve you better.
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