Intake Automation for Law Firms
Your Firm Is Generating Leads. Your Intake Is Losing Them.
EG Fusion 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.
Capture
Every inquiry logged
Route
CRM-ready records
Respond
Intake team alerted
Intake Operating System
Live lead processing sequence
Response
< 3s
Quality
HOT
Destination
CRM
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.
Integration Layer
CRM, intake, notification, and audit systems stay connected.
Law-firm intake infrastructure
Built around capture, routing, and response.
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.
Missed opportunity
$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.
The fix is not more traffic. It is a reliable capture layer between inquiry and intake.
Next: the system
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.
Automated Intake Pipeline
Capture -> qualify -> route -> alert -> audit
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.
Operating capabilities
Qualification, compliance, routing, enrichment, notification, and audit trail.
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
Built Around Legal Intake Operations, Not Generic Lead Capture.
EG Fusion is built around the practical handoff between inquiry, intake review, CRM routing, and follow-up. It fits the workflow your firm already depends on instead of forcing a generic lead tool into a legal process.
Legal intake fit
Calibrated around law firm intake signals
Case type, injury status, treatment timeline, representation status, source, and urgency all matter before a lead reaches your team.
Workflow fit
Your CRM remains the system of record
EG Fusion is designed to move structured intake data toward the matter templates, fields, and handoff steps your firm already relies on.
Follow-up visibility
Intake does not stop when the record is created
The system is designed to make the handoff visible: what came in, where it was routed, who should respond, and what context your team needs before the first call.
CRM workflow layer
From first contact to firm systems
Capture
Lead source and case details recorded
Qualify
AI-assisted score and intake context prepared
Route
CRM handoff aligned to firm workflow
Surface
Follow-up visibility and audit trail retained
Common workflow examples include Filevine, Clio Grow, SmartAdvocate, Salesforce, Lawmatics, Litify, and LeadDocket. Compatibility depends on the firm's configuration, fields, templates, and available access.
The objection we hear most
"We already have a CRM."
Good. EG Fusion is designed to sit between your intake sources and the CRM your firm already uses, helping qualified opportunities move into the right workflow with follow-up context attached.
Trust & Control
Assurance for the Intake Path. Not Generic Security Theater.
Law firm intake needs more than a form and a notification. It needs controlled routing, visible handoffs, and a record of what happened as a lead moved from first contact to firm systems.
Intake control record
Every handoff should be visible
00:00
Submission captured
Logged00:02
Qualification context recorded
Scored00:03
CRM handoff prepared
Routed00:04
Intake team notification created
VisibleThe point is not to add another dashboard for its own sake. The point is to give the firm confidence that intake data, CRM handoff, notification, and follow-up context are moving through a visible path.
Confidential routing
Client information follows the approved intake path
Intake details are treated as controlled client information and routed through the workflow your firm approves, from submission to CRM handoff.
Qualification gates
Context is captured before outreach decisions
Representation status, case details, urgency, and qualification notes are captured early so the intake team starts with a cleaner record.
Follow-up visibility
The handoff does not disappear after routing
The system is designed to show what came in, where it was routed, and what follow-up context should be visible to the team handling the lead.
Operational traceability
Routing activity leaves a record
Submissions, qualification outputs, routing decisions, and notification steps are structured as events that can be reviewed when questions come up.
EG Fusion is built for firms that need intake to be clear, accountable, and operationally trustworthy: who reached out, what happened next, where the record went, and what follow-up context stayed visible.
About EG Fusion
Built by a Software Engineer Who Lived Inside Legal Intake.
Founder-led software systems company built from 10+ years of engineering experience and seven years inside legal intake operations.
Edward Güereque
Founder, EG Fusion
Founder / Operator Context
Software engineering experience grounded in high-volume legal intake, CRM integrations, reporting systems, and follow-up visibility.
10+
Years building software systems
7
years inside legal intake operations supporting law firm data, workflows, and reporting systems
CRM
handoff experience across legal intake platforms, matter workflows, and routing pipelines
For seven years, I was a Software Engineer in a high-volume legal intake environment supporting hundreds of law firms across the country. I worked on the platforms, reporting systems, CRM integrations, and handoff workflows that moved legal intake data from first contact to firm systems.
The part that shaped everything came from the call center floor.
There was no spare office when I joined, so I took a desk near the agents taking live calls for personal injury firms around the country. I couldn't hear the callers. But I heard everything else: the urgency, the difficult moments, the pressure on intake teams, and the operational gaps that showed up when a lead needed a fast, clean handoff.
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.
When my previous operations platform was acquired, I saw a critical turning point. Instead of waiting for the industry to build a better tool, I took everything I knew from seven years on the intake floor and started building it myself. When I described a system that would make missed leads, follow-ups, and intake breakdowns visible, people who knew the legal world immediately understood the power of what I was creating.
"Law firms complain about this every single day."
Former colleague, currently inside legal tech
I'm not a lawyer. I don't have a rolodex full of managing partners. What I have is a decade-plus of software engineering experience, seven years building systems inside legal intake operations, and a clear picture of where those systems break down. EG Fusion exists to close those gaps. Automatically, at scale, before your team has to think about it.
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.