Every fact captured. Every consent logged. Every consult booked.
Legal intake isn't a chat, it's a paperwork-driven, time-stamped, consent-captured exchange that has to hold up if the case ever does. ChatSales™ handles the structured part automatically, so the consult call starts where it should: discussing strategy, not asking "when did this happen?"
Structured intake. Before a paralegal picks up the phone.
Every case lives or dies on what gets captured up front and on whether the consent paperwork was done right. ChatSales™ runs both sides of that automatically, in writing, with timestamps.
What gets captured automatically
- Case type (PI, family, criminal, immigration, estate, elder)
- Incident date, filing date or arrest date
- Jurisdiction and venue
- Parties involved, for the conflict check
- Police report, court date or filing reference number
- Injury, damage or urgency level
- Insurance carrier (for PI and property cases)
- Best contact method and best time to call
- Time-stamped TCPA consent for texting
Contract & compliance built in
- TCPA-compliant consent captured in the first reply
- Full conversation log preserved with timestamps
- Clear "intake assistant, not legal advice" framing
- State-bar-aware language, no unauthorized practice risk
- Conflict-check fields surfaced before the consult is booked
- Encrypted in transit and at rest
- Data export and retention policy your firm controls
- BAA available for firms handling PHI (elder law, med-mal)
The consult call starts where it should: discussing strategy. Not "remind me again when this happened?"
Proven across legal. The firms winning more consults all do this.
Personal Injury
Anxious, time-sensitive leads who often contact multiple firms in the same hour.
Family Law
Overwhelmed clients navigating divorce, custody and high-emotion intake.
Criminal Defense
Urgent inquiries that need immediate reassurance and clear next steps.
Immigration
Cautious leads who need patient, clear, trustworthy first contact.
Estate Planning
Considered decisions where credibility and warmth matter from message one.
Elder Law
Family-driven inquiries where empathy and clarity affect the next call.
Make the consult call shorter. Make the close rate higher.
See exactly what gets captured and what's documented, before your attorney picks up the phone.