'/%3e%3c!--%20Clipboard%20clip%20--%3e%3crect%20x='17'%20y='4'%20width='14'%20height='8'%20rx='3'%20fill='%230E7490'/%3e%3crect%20x='19'%20y='4'%20width='10'%20height='5'%20rx='2'%20fill='%2367E8F9'/%3e%3c!--%20Form%20area%20--%3e%3crect%20x='13'%20y='16'%20width='22'%20height='26'%20rx='2'%20fill='white'%20opacity='0.95'/%3e%3c!--%20Person%20icon%20--%3e%3ccircle%20cx='20'%20cy='22'%20r='3'%20fill='%2306B6D4'/%3e%3cpath%20d='M15%2030c0-2.8%202.2-5%205-5s5%202.2%205%205v1H15v-1z'%20fill='%2306B6D4'%20opacity='0.7'/%3e%3c!--%20Form%20fields%20--%3e%3crect%20x='16'%20y='34'%20width='16'%20height='2'%20rx='1'%20fill='%2306B6D4'%20opacity='0.5'/%3e%3crect%20x='16'%20y='38'%20width='12'%20height='2'%20rx='1'%20fill='%2306B6D4'%20opacity='0.35'/%3e%3c!--%20AI%20sparkle%20--%3e%3cpath%20d='M36%203l2%204%204%202-4%202-2%204-2-4-4-2%204-2z'%20fill='%23FBBF24'/%3e%3cpath%20d='M42%2014l1.2%202.4%202.4%201.2-2.4%201.2-1.2%202.4-1.2-2.4-2.4-1.2%202.4-1.2z'%20fill='%23F59E0B'%20opacity='0.6'/%3e%3c!--%20Checkmark%20on%20clipboard%20--%3e%3ccircle%20cx='31'%20cy='24'%20r='4'%20fill='%2310B981'%20opacity='0.9'/%3e%3cpath%20d='M29%2024l1.5%201.5%203-3'%20stroke='white'%20stroke-width='1.5'%20stroke-linecap='round'%20stroke-linejoin='round'/%3e%3c/svg%3e)
AI Client Intake
Capture, qualify, and sign more personal injury clients automatically.
Docktix's AI Client Intake captures leads from your website, calls, and ads — qualifies them automatically, and gets them signed with built-in eSign. No more missed leads or slow follow-ups.
KEY BENEFITS
What you unlock with AI Client Intake
Omnichannel Capture
Website chat and call intake integration funneled into one unified inbox so no lead slips through.
Automated Qualification
AI qualifies incoming leads based on case type criteria before your staff even picks up the phone.
Lead Source Tracking
Track every lead back to SEO, ads, or referrals so you know exactly what's driving growth.
Built-In eSign
Clients sign retainer agreements instantly — no third-party tool needed.
COMMON USE CASES
How law firms use AI Client Intake with Docktix
- Auto-qualify website chat leads and route to intake staff
- Capture after-hours inquiries and follow up first thing in the morning
- Track which ad campaigns generate the most signed clients
- Send retainer agreements for eSign directly from the intake flow
- Collect medical records and evidence via email before the first call
PRICING PLANS
Transparent Plans for Every Firm
Scalable solutions designed to grow with your practice.
Starter
- Up to 3 Users
- Basic Case Management
- Standard Intake Forms
- Email Support
Professional
- Everything in Starter
- Full AI Workforce Access
- Medical OCR & Chronologies
- QuickBooks Integration
Advanced
- Unlimited Users
- Custom AI Fine-Tuning
- White-Glove Onboarding
- Dedicated Account Manager
Ready to connect AI Client Intake?
Set up the AI Client Intake integration in Included and start automating your case workflows today.