Legal Client Intake That Never Misses a Lead

Gnosari's Legal Client Intake agent runs the first conversation a firm has with someone who has a problem: the matter type, what happened and when, the parties involved, any dates or deadlines they know, documents they hold and how to reach them. Gnosari is the product that provides it. It asks one question at a time and posts a typed intake record into your case management system.

Create a free Gnosari account and name what your intake sheet already asks for: matter type, the facts in the caller's words, dates, opposing parties for the conflicts check, prior counsel and contact details. Embed it on your practice area pages and put the link in your Google listing. Gnosari answers at once, at any hour, and posts the record into Clio, MyCase or Filevine through a webhook, Zapier or Make.

Intake coordinators and practice managers at plaintiff, family, immigration and small business firms use it so no enquiry waits for office hours. The attorney reads a structured summary instead of a voicemail, and the conflicts check starts with the parties already named. Gnosari collects the information and never decides whether the firm takes the matter.

No. Gnosari collects information and never advises, never says whether a claim is strong, what it might be worth or which deadline applies, and never creates an attorney client relationship. The conversation says plainly that a lawyer will review it. If someone describes an arrest in progress, a threat to their safety or a hearing within days, the conversation stops and tells them to call the office or emergency services now.

Yes, through a webhook. When an intake is complete, Gnosari posts a signed JSON payload to any address you give it, and a Zapier Catch Hook or a Make webhook routes it into Clio, MyCase, Filevine or the case management system you already run. Nothing is installed on either side, and the record is already in your Gnosari inbox before delivery starts, so an endpoint that is down never loses an enquiry.

Gnosari has a free plan that takes no card and carries a hard monthly cap on conversations, enough for a solo practice testing intake on one practice area. Paid plans add volume, with overage charged per conversation above the included amount, and an annual term costs two months less than paying monthly. The current numbers are on the Gnosari [pricing page](/pricing).

Yes. Build a separate Gnosari agent for each area and ask only what that matter needs: the accident date and treating providers for personal injury, the filing history and priority date for immigration, the entity and the contract for a commercial dispute. Each agent gets its own link, so the page a client lands on decides which questions they answer and which record your team receives.

The conversation lands in your Gnosari inbox and is delivered onward only to the endpoint you configure, with each webhook signed and every attempt logged. Gnosari tells the person plainly that sending the form does not make the firm their lawyer, so the confidentiality your engagement letter grants starts where you decide it does, not inside the intake conversation.