Every intake system below is a working demo. Click through it like a real client would. Then imagine it on your website, with your branding, qualifying your leads 24/7.
Weighted case evaluation with practice area routing. The system scores the case before you pick up the phone.
Try the Demo →Coverage assessment, risk scoring, and agent matching. Identifies gaps in current coverage automatically.
Try the Demo →Asset qualification, risk tolerance scoring, and planning needs assessment. Qualifies high-net-worth prospects.
Try the Demo →Candidate scoring, role matching, and experience verification. Filters applicants before your team reviews a resume.
Try the Demo →Complexity scoring by return type — individual, business, multi-state, estates. Routes to the right team member.
Try the Demo →Borrower pre-qualification, loan type assessment, and credit range scoring. Filters unqualified inquiries.
Try the Demo →Every demo runs on the same technology your site will use.
Custom questions, custom scoring, custom routing — all branded to your firm.
You just used one to get here. Our contact page is a live intake system →
Get Your System →Every audit is live on Zoom. We search for your firm on ChatGPT while you watch. Evenings and Saturdays available. The person who calls you is the person who builds your site.