AI Intake Automation for Law Firms
Your Firm Is Generating Leads. Your Intake Is Losing Them.
EG Fusion's AI intake system qualifies every legal lead in real time, routes it directly into your CRM, and notifies your team automatically. High-value cases never slip through a gap in your process.
Most PI firms don't have a traffic problem. They have a capture problem. One missed auto accident case at 33% contingency is a $33,000 loss. EG Fusion is built to make sure that case never goes uncaptured.
20 to 30 minutes. No obligation. We'll show you exactly where cases are being missed.
AI Intake Result
Received 2 seconds ago
Qualification Score
84/100
Case Type
Auto Accident
Treatment
Still Treating
Represented
No
CRM Routed
Filevine
Processed by EG Fusion AI in under 3 seconds
This is what happens the moment a lead submits your form.
Integrates with your existing stack
The Problem
PI Firms Don't Lose Cases in the Courtroom. They Lose Them at Intake.
Most PI firms don't have a traffic problem. They have a capture problem.
$33,000
One missed auto accident case.
33% contingency. $100K settlement.
Just one captured lead pays for an automated intake system for an entire year. Most firms don't know how many cases like that slipped through their intake last month. EG Fusion was built so you never have to wonder.
The 5-Minute Window
Legal lead conversion drops sharply after the first five minutes. The potential client who submitted your form at 2pm and heard nothing by 2:30pm has already called the next firm on Google. You didn't lose that case in litigation. You lost it before anyone picked up the phone.
One Missed Case. One Year's Revenue.
A single PI case at 33% contingency can mean $33,000 in fees. Your intake isn't overhead. It's a revenue lever. Right now, it's leaking.
Your CRM Is Only as Good as What Gets Into It
Filevine, Clio, SmartAdvocate: powerful tools that sit empty until someone manually enters the data. Manual entry creates delay. Delay creates distance. And a lead that cools inside your intake process is a case that signs with someone else.
How It Works
From First Contact to CRM in Seconds
No manual entry. No missed cases. No delay. Here's exactly what happens the moment a lead submits your intake form.
Lead Arrives
Your intake form captures every inquiry: case type, injury status, contact details, full description. It runs around the clock, so the high-intent lead that comes in at 11pm Sunday doesn't wait until Monday morning to exist in your system.
AI Qualifies in Real Time
Within seconds, the AI reads the full submission and scores the lead from 0 to 100: HOT, WARM, or COLD. The ethics firewall runs first. If the lead is already represented, it's flagged immediately. No wasted outreach. No bar risk.
Routes Directly Into Your CRM
The qualified lead goes straight into Filevine, Clio, SmartAdvocate, or Salesforce, matched to the correct project template for that case type. No copy-paste. No manual entry. The case is in your system before your team makes a single phone call.
Your Team Is Notified and Ready
Hot and warm leads trigger an immediate notification, including the AI score, a case summary, and a suggested follow-up script. Your intake team knows who to call, what the case involves, and how to open the conversation. Every action is logged for a complete audit trail.
What You Get
Six Outcomes. Zero Manual Steps.
Here's exactly what's running behind every intake form submission.
Every lead arrives pre-scored
Every submission is scored from 0 to 100 before a human touches it: HOT, WARM, or COLD. Your highest-value cases get called first. Every time.
Ethics compliance at the first gate
If a lead is already represented, the system flags it and stops before anyone on your team makes contact. No inadvertent outreach. No bar complaints. Compliance built in, not bolted on.
Direct CRM routing. No manual entry.
Qualified leads go straight into Filevine, Clio, SmartAdvocate, or Salesforce, matched to the correct project template for that case type. By the time your coordinator picks up the phone, the case already exists in your system.
Your team arrives prepared
Along with the qualification score, your intake team receives an AI-generated case summary, estimated settlement range, SOL note, and a suggested follow-up script. All of it tailored to that specific case type.
Hot leads trigger instant alerts
The moment a lead scores HOT or WARM, your team is notified immediately: score, summary, and script included. Speed wins PI cases. The firm that responds first signs the client. Now that firm is yours.
A complete audit trail on every case
Every submission, qualification score, CRM routing decision, and notification is timestamped and logged. When a managing partner asks what happened with a lead, there's always an answer.
Built for Law Firms
Not Another Generic Intake Tool.
Most intake software was built for e-commerce, real estate, or general business, then adapted for legal. EG Fusion started with PI firms and built outward from there.
PI Firms First
Every qualification signal is calibrated for personal injury: case types, injury status, treatment timelines, representation status. The system speaks PI before your team touches a single lead.
Your CRM. Your Templates. Your Workflow.
Routes into the project templates and matter types your firm already uses. No restructuring your Filevine configuration. No rebuilding your intake process. Plug in and run.
Works With Your Entire Stack
Built first for Filevine. Integrated with Clio, SmartAdvocate, Salesforce, Lawmatics, Litify, and LeadDocket. If your platform has an API, we route to it. Tell us what your firm uses. We'll make it work.
The objection we hear most
"We already have a CRM."
Good. That's exactly the setup this system needs. EG Fusion doesn't replace your CRM. It feeds it automatically, around the clock, with pre-qualified leads ready for your team to contact.
Trust & Security
Client Confidentiality Isn't a Feature. It's the Starting Point.
Law firms operate in one of the most trust-sensitive industries in the world. The intake system handling your clients' information should reflect that.
Your client data never leaves your control
Every intake submission is encrypted in transit and at rest. Your clients' contact details, injury information, and case specifics are never sold, shared, or used outside your intake pipeline. What comes in goes to your CRM and nowhere else.
Designed around your professional obligations
The ethics firewall, the represented-party check, the audit trail: these were built first, by people who understand what bar complaints cost and what professional responsibility rules require. Compliance is structural here, not cosmetic.
Every action is accountable
Every submission, qualification score, CRM routing decision, and notification is timestamped and logged. If a bar inquiry or client dispute ever requires a complete record of what happened with a specific lead, it exists. No gaps. No guesswork.
Infrastructure built for firms that can't have downtime
Active PI firms don't get to pause intake. EG Fusion runs on enterprise-grade cloud infrastructure that scales automatically under volume. If a component fails, it fails safely and logs the failure rather than quietly dropping a lead.
We don't just build intake systems. We build infrastructure that law firms can trust with something more valuable than their data: their clients' confidence and their professional reputation.
About EG Fusion
Built by Someone Who Sat in the Room.
Not the conference room. The call center floor.
For seven years I was a Software Engineer at one of the largest legal answering services in the country, handling intake for hundreds of law firms nationwide. I built the intake platforms, the CRM integrations, and the reporting systems that thousands of daily intake records flowed through. Filevine, Clio, SmartAdvocate, Salesforce: I built those pipelines and watched the data move through them in real time.
The part that shaped everything came from a cubicle.
There was no spare office when I joined, so I took a desk on the call center floor. For months I worked ten feet from agents taking live calls for some of the largest PI firms in the country. I couldn't hear the callers. But I heard everything else. Agents working through calls where a family had just lost someone and needed a lawyer. There was something called a Quiet Room, a place agents could go to regroup after a difficult call. I learned quickly why it existed.
I also heard the complaints. Law firms calling in, frustrated about missed leads, dropped calls, and follow-ups that never happened. The question that came up more than any other: what happened to this lead? Nobody had a clean answer. That question is what EG Fusion is built to make obsolete.
Then the company was acquired. I was laid off. After months in a brutal job market I stopped asking who would hire me and started asking what I already knew how to build. Recently at a gathering with former colleagues, I mentioned I was working on something to make missed leads and follow-ups visible for law firms. My former boss and a colleague now working inside legal tech both turned their heads immediately. "Yes," they said. "Law firms complain about this every single day."
That was enough.
I'm not a lawyer. I don't have a rolodex full of managing partners. What I have is seven years building the systems that ran inside one of the largest legal intake operations in the country, and a clear picture of exactly where those systems broke down. EG Fusion exists to close those gaps. Automatically, at scale, before your team has to think about it.
7
Years inside one of the largest legal answering services in the country
500+
Live agents supported by intake platforms built and maintained firsthand
6+
Legal CRMs integrated directly: Filevine, Clio, SmartAdvocate, Salesforce, Lawmatics, LeadDocket
"Law firms complain about this every single day."
Former colleague, currently inside legal tech; unsolicited, at a backyard gathering
Contact
Let's Find Out What Your Intake Is Costing You.
No pressure. No obligation. Just a focused conversation about where cases are being missed and what it would take to fix it.
A free intake audit is a straightforward conversation. You tell us how your intake works today. We show you where the gaps are, what they're likely costing in missed contingency fees, and whether EG Fusion is the right fit to close them.
If it's not the right fit, we'll tell you that too.
Most audits take 20 to 30 minutes. You'll walk away with a clear picture of your intake health regardless of what you decide next.
Prefer to call or text?
(805) 633-0697Connect with EG Fusion:
Request Your Free Intake Audit
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We'll be in touch within one business day to schedule your free intake audit.
What happens next
We review your intake setup and prepare specific questions for your firm.
We schedule a 20 to 30 minute call to walk through your current process.
You walk away with a clear picture of where cases are being missed and what it would take to fix it.
Questions in the meantime? Call or text (805) 633-0697.