Truvaldi
Industries · Legal

Your intake form does not tell you if the case is worth taking.

Law firms spend hours on intake calls that go nowhere — cases outside your practice area, prospects who do not understand the process, and inquiries that never convert to engagement. Your website is not filtering any of this.

We build AI-powered tools that pre-qualify cases, match prospects to the right practice area, and automate the intake process — so attorneys spend time on cases worth taking, not calls that waste billable hours.

The Problem

Why intake is costing you more than it should

Legal services are high-trust, high-consideration purchases. Prospects need education before they engage — and your intake process needs to filter before attorneys invest time.

Calls with cases outside your practice area

Without any pre-screening, your intake team fields calls from people whose cases have nothing to do with what you practice. Every one of those calls costs time, attention, and opportunity — and the prospect leaves frustrated too.

Intake team on dead-end calls

Your intake specialists spend hours gathering information on cases that will never convert. Without pre-qualification, they have no way to prioritize — every inquiry gets the same treatment regardless of viability.

Prospects do not understand the process

Most people have never hired a lawyer. They do not know what representation involves, what it costs, or what to expect. This uncertainty prevents qualified prospects from taking the next step — and your website does nothing to address it.

What We Build

AI tools that qualify before attorneys engage

Every tool is designed to pre-qualify prospects, educate them on the legal process, and route viable cases to the right attorney — reducing wasted time and improving conversion.

Case Intake Assistant

Interactive assessments that help prospects determine if they have a viable case before contacting your firm. Captures detailed case information and filters out inquiries that do not meet your criteria.

Injury Claim Estimator

Provides a preliminary range for personal injury claims based on injury type, medical costs, lost wages, and liability. High-intent lead magnet for PI firms.

Estate Planning Readiness Quiz

Helps users understand whether they need a will, trust, power of attorney, or healthcare directive based on their assets and family situation. Captures leads who are ready to plan.

Divorce Prep Checklist

Guides prospects through the documents and information they need to gather before a consultation. Reduces intake time and captures serious leads who are taking action.

Practice Area Matchers

Guided tools that match prospects to the correct practice area based on their situation. Eliminates the confusion of navigating a multi-practice firm and routes inquiries to the right team.

AI Intake Systems

Automated intake workflows that collect case details, relevant documents, and preliminary information before an attorney reviews. Reduces manual data gathering and ensures consistent intake quality.

Client Onboarding Automation

Streamlined onboarding systems that handle engagement letters, document collection, and initial case setup. Reduces the administrative burden on both the firm and the client.

AI Knowledge Bases for Legal Questions

Customer-facing knowledge systems trained on common legal questions, process explanations, and educational content. Answers prospect questions 24/7 and builds trust before the first consultation.

Advisory Available

Advisory engagements for law firms

We offer advisory engagements for law firms looking to modernize their intake process and client acquisition with AI tools. Start with a growth audit to identify the highest-impact opportunities for your firm.

FAQ

Common questions

How do you handle attorney-client privilege considerations?+
Our tools are designed as pre-intake qualification systems, not legal advice tools. We work with your legal team to ensure proper disclaimers, data handling, and boundaries are built into every tool. No tool provides legal advice — they qualify and route prospects to attorneys who do.
Do the tools comply with ethical advertising rules?+
Yes. All customer-facing content and tool language is designed to comply with state bar advertising rules. Required disclaimers, qualification language, and ethical boundaries are built into the tools during development. We recommend review by your firm ethics counsel before deployment.
How do you ensure bar association compliance?+
We design tools to meet the advertising and communication rules of your jurisdiction. Each tool includes appropriate disclaimers and avoids language that could be construed as establishing an attorney-client relationship. We work with your compliance team to ensure jurisdiction-specific requirements are met.
How is prospect and case data kept confidential?+
All data submitted through our tools is encrypted in transit and at rest. Case details and prospect information are routed directly to your case management system or secure inbox. We do not retain case data long-term and data handling is configured to meet your firm confidentiality requirements.

Ready to stop wasting attorney time on unqualified intake?

Start with an AI Growth Audit. We will map your intake process, identify the highest-impact qualification tools, and deliver a written roadmap — no commitment required.

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