Checklist / legal intake

Law firm AI intake checklist

A checklist for law firms evaluating AI intake agents for after-hours calls, case qualification, urgency routing, transcripts, and recordings. Built for firm administrators, intake directors, managing partners, and operations managers.

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Template sections

Use this as a working document.

Intake fields

  • Caller name and phone number
  • Case type
  • Incident date
  • Location or jurisdiction
  • Urgency and safety concerns

Escalation rules

  • Emergency language
  • High-value case types
  • Existing client issues
  • Conflicts or sensitive matters
  • Attorney review needed

Proof package

  • Transcript
  • Recording
  • Structured summary
  • Recommended next step
  • Staff assignment status
Copy-ready outline
Intake fields
- [ ] Caller name and phone number
- [ ] Case type
- [ ] Incident date
- [ ] Location or jurisdiction
- [ ] Urgency and safety concerns

Escalation rules
- [ ] Emergency language
- [ ] High-value case types
- [ ] Existing client issues
- [ ] Conflicts or sensitive matters
- [ ] Attorney review needed

Proof package
- [ ] Transcript
- [ ] Recording
- [ ] Structured summary
- [ ] Recommended next step
- [ ] Staff assignment status
Next step

Turn the template into an agent workflow.

Hyper can turn this checklist into an inspectable agent workflow with instructions, tool calls, review states, transcripts, recordings when voice is involved, and operator-visible proof.

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