Can Law Firms Customize AI Intake Questions?

Every law firm has unique intake requirements that go beyond standard practice-area questions. One personal injury firm wants to ask about dash cam footage. Another wants to know about pre-existing conditions immediately. A family law firm asks about protective orders. An estate planning firm asks about trust amendment history. AI intake is fully customizable — firms define exactly which questions are asked, in what order, and for which practice areas.

What Is Customizable

• Questions asked: add, remove, or modify any intake question
• Question order: arrange questions in your preferred sequence
• Practice-area assignment: which questions appear for which practice areas
• Required vs. optional fields: which questions must be answered vs. nice-to-have
• Conditional questions: ask follow-ups based on previous answers
• Response options: open-ended answers, multiple choice, or specific formats

Customization Examples

• PI firm adds: 'Were there any surveillance cameras at the scene?'
• Criminal defense adds: 'Has the individual spoken to police or provided a statement?'
• Family law adds: 'Is there a current protective order in place?'
• Estate planning adds: 'Has the existing trust been amended?'
• Immigration adds: 'Has the individual been previously deported?'
• Business law adds: 'What is the approximate value of the contract in dispute?'

How to Make Changes

Configuration changes are made through the dashboard or by contacting support. Changes take effect immediately — no waiting for operator retraining, no multi-week implementation. When your firm adds a new practice area, changes intake priorities, or discovers a question that would improve case evaluation, the update is live within minutes.