Law Firm Intake
Law Firm Intake Chat with Screening, Conflict Check and Consult Booking. A website chat that screens legal inquiries by practice area, state and filing window, checks conflicts and books consults. Free to clone.
Law Firm Intake is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 4 automations that run on their own.
Category: Booking
This Taskade Genesis app includes 5 projects, 1 AI agent, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Intake Desk. Its automations include Urgent and review inquiry alerts, Consult booking confirmation and Conflict hold alerts.
by @taskade
What you can do with Law Firm Intake
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Law Firm Intake works
- Urgent and review inquiry alerts: when an inquiry is added, then Email the coordinator.
- Consult booking confirmation: when a consult is booked, then Send consult confirmation.
- Conflict hold alerts: when a conflict hold is added, then Email the coordinator.
Built with Taskade Genesis
- Category: Booking
- AI agents: Intake Desk
- Automations: Urgent and review inquiry alerts, Consult booking confirmation, Conflict hold alerts
- Workspace: 5 projects, 1 AI agent, 4 automations