AI Intake

XPRTS AI Intake is designed to solve one problem that quietly costs law firms enormous amounts of revenue: missed, delayed, or poorly handled intake.

Unlike generic chatbots or experimental AI tools, XPRTS AI Intake is being built inside an operating U.S. law firm, using real intake workflows, real client behavior, and real conversion data.

This is not AI for novelty. It is AI for responsiveness, qualification, and revenue protection.

What XPRTS AI Intake Is

XPRTS AI Intake is an AI-assisted intake system designed to work alongside your staff — not replace them.

It is purpose-built for law firms and focuses on:

• Capturing leads after hours
• Responding instantly to inbound inquiries
• Qualifying and routing prospects correctly
• Escalating high-value or urgent matters to humans
• Feeding clean, usable data into your systems

The goal is simple: no lost leads, no dead ends, no black holes in intake.

What It Is Not

XPRTS AI Intake is not:

• A generic website chatbot
• A standalone AI toy
• A replacement for trained intake staff
• An unconfigured plug-and-play product

AI intake only works when it is deeply connected to your workflows, systems, and people. That is what XPRTS is building.

Core Capabilities (In Development)

After-Hours Intake Coverage

• 24/7 initial response
• Structured intake conversations
• Lead capture when your office is closed
• Seamless handoff to staff during business hours

Intelligent Intake Triage

• Practice-area-specific questioning
• Lead qualification logic
• Priority scoring
• Routing based on urgency and fit

Human Escalation

• Automatic escalation rules
• Staff notification workflows
• Live follow-up triggers for high-value leads

Systems Integration

• Designed to integrate with Lawmatics and Clio
• Clean data mapping
• Intake → matter → billing continuity

Built for Real Law Firm Operations

XPRTS AI Intake is being developed with a core belief:

AI should reduce friction for your staff, not create more work.

That means:

• Clear escalation rules
• Transparent logic
• Staff-friendly workflows
• No “AI black box” behavior

The system is designed to support intake teams, billing teams, and attorneys — not disrupt them.

Why We Are Taking Our Time

Most AI intake tools fail because they are built:

• Without real intake data
• Without understanding law firm operations
• Without accountability for outcomes

XPRTS is deliberately developing AI intake in stages, validating it inside live law firm environments before broad release.

This ensures:

• Higher conversion
• Fewer false positives
• Better client experience
• Lower operational risk

Roadmap Overview

Phase 1

After-hours AI intake and lead capture

Phase 2

Advanced qualification and routing

Phase 3

Live-call augmentation and staff assistance

Phase 4

Billing and operational automation

Who This Will Be Best For

• Firms missing after-hours leads
• Firms overwhelmed with inbound inquiries
• Firms scaling intake staff
• Firms using Clio and Lawmatics
• Firms preparing for AI-assisted operations

Availability & Pricing

XPRTS AI Intake is currently in active development.

• Pricing has not yet been finalized
• Initial access will be limited
• Early adopters will receive guided onboarding

Firms interested in early access can join the waitlist or request a conversation.