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Create AI pre-consult summary and add to lead record

Create AI pre-consult summary and add to lead record

Your intake PDFs arrive unstructured, leaving attorneys without clear case details. It generates a one‑paragraph AI summary attached to the lead note so staff have context same day.

Create AI pre-consult summary and add to lead record

Overview

Intake PDFs are often unstructured, forcing coordinators and attorneys to hunt for case facts before consults. This flow creates a concise AI summary and attaches it to the lead note so your team has usable context within minutes and can prioritize same‑day urgent matters.

Create AI pre-consult summary and add to lead record