Title: What Is Legal Intake? Definition for Law Firms | Keres AI URL: https://www.keresai.com/glossary/legal-intake Updated: 2026-10-12 Description: Legal intake is the process of qualifying and onboarding new legal clients — capturing case details, running conflict checks, and booking consultations. Source: https://www.keresai.com/glossary/legal-intake (HTML). This is a Markdown copy of the page's main content for AI agents and LLM tools. --- # What is Legal Intake? Legal intake is the structured process by which a law firm evaluates and onboards a potential new client — capturing the nature of the matter, checking for conflicts of interest, screening for jurisdiction and statute of limitations, assessing case merit, and booking the initial consultation. Because intake quality directly determines which matters a firm takes on, most firms want it handled consistently and confidentially, 24/7. How Keres AI handles it: Remi asks your intake and conflict-check questions and books the consultation; it never gives legal advice, and your staff clear conflicts. ## The stakes of missed legal intake calls Most people searching for a lawyer call multiple firms and hire the first one that picks up and sounds competent. A missed intake call after hours or while your paralegal is tied up doesn't just lose a client — it hands a potentially high-value contingency case to a competitor. An AI receptionist answers every inquiry instantly, runs your conflict-screening questions, and books the consultation before the caller moves on. ## Conflict screening in AI legal intake Before booking a consultation, good legal intake screens for conflicts of interest — capturing adverse party names, matter type, and any existing relationships with the firm. Keres asks the conflict-check questions you configure and flags potential conflicts to your staff for review before confirming the booking, protecting the firm from inadvertent representation. To put a number on intake speed, try the [legal intake ROI calculator](https://www.keresai.com/tools/legal-intake-roi-calculator). See the product behind this concept ### Want to see Legal Intake working in practice? See how Keres puts it to work for your vertical and workflow. ### [AI Receptionist](https://www.keresai.com/glossary/ai-receptionist) An AI receptionist is software that answers your business phone automatically, 24/7. The software greets callers in a na… ### [Lead Qualification](https://www.keresai.com/glossary/lead-qualification) Lead qualification is the process of deciding whether an inquiry is a real fit for your business before your team spends… ### [Appointment Booking Automation](https://www.keresai.com/glossary/appointment-booking-automation) Appointment booking automation is software that schedules, confirms and reschedules appointments without staff going bac… ### [Patient Intake](https://www.keresai.com/glossary/patient-intake) Patient intake is the process of collecting essential information from a new patient before their first appointment — in… [← Back to the full glossary](https://www.keresai.com/glossary) ## Legal Intake — FAQ ### Can AI handle conflict screening for a law firm? It can collect what a conflict check needs. Keres asks your configured conflict-check questions and captures opposing party names and matter type, then passes them to your team to run the check against your matter list; the AI never clears a conflict itself. ### Is AI legal intake confidential? Keres never uses intake data to train third-party AI models and limits access to the people who run your account. It does not hold a SOC 2 report; raise specific confidentiality requirements before you sign. ### What practice areas work well with AI intake? Personal injury, family law, criminal defense, immigration, estate planning, and employment law all have structured intake processes that AI handles well — capturing the matter details and qualifying the caller before booking. Last updated October 12, 2026 · [Reviewed by the Keres AI team](https://www.keresai.com/editorial-policy)