Every Intake Call Matters
The information collected during those first conversations shapes everything that follows: the case evaluation, the client relationship, and the firm’s reputation. Inconsistent intake isn't just inefficient; it's a missed opportunity on every call where a detail falls through the cracks.
How Intake Assistant Coach Works
The SmartIntelligence Intake Assistant Coach works alongside your Intake Specialists in real-time, listening, guiding, and capturing, so that every conversation produces complete, accurate, and consistent information regardless of who is handling the call. During each intake conversation, Intake Assistant Coach:
- Monitors the conversation in real time, surfacing suggested questions based on your firm's specific intake fields as the call unfolds.
- Generates a full transcript and automatically populates the New Case Intake Wizard with information collected during the call.
- Flags missing information before the call ends, giving your Intake Specialist the opportunity to follow up while the potential client is still on the line.
- Pushes all captured information directly into a new case in SmartAdvocate; no manual re-entry required.
- Delivers an immediate post-call case assessment, including a clear recommendation on whether to sign the case and the reasoning behind it.
Consistency You Can Count On
Effective intake requires communication skills, sound judgment, and professionalism. Intake Assistant Coach doesn't replace those qualities; it reinforces them. By supporting staff in the moment and holding every call to the same standard, it reduces variability, improves information quality, and gives managers greater confidence that nothing important is being missed.
Stronger Intake Starts Here
First impressions matter. Intake Assistant Coach helps your firm make the most of every intake conversation: not by scripting your staff, but by making sure the right questions get asked, the right information gets captured, and every potential client gets the attention their case deserves.
Intake Assistant Coach is part of SmartIntelligence™, AI-powered features that help firms improve intake, automate document-intensive processes, enhance communications, and gain deeper insight from case data: launching August 2026.
