Intake Forecast

Intake Forecast

AI Sales Pros
+
+

Related Products

  • Filevine
    587 Ratings
    Visit Website
  • 8am
    1,242 Ratings
    Visit Website
  • Lawmatics
    300 Ratings
    Visit Website
  • LegalEdge
    17 Ratings
    Visit Website
  • Shape Software
    136 Ratings
    Visit Website
  • ContractSafe
    326 Ratings
    Visit Website
  • Digital WarRoom
    55 Ratings
    Visit Website
  • LogicalDOC
    150 Ratings
    Visit Website
  • optivalue.ai
    4 Ratings
    Visit Website
  • Process Street
    1,119 Ratings
    Visit Website

About

CloudLex is one connected ecosystem, purpose-built for plaintiff personal injury law firms. Its four pillars work on the same case from accident to resolution, holding the whole practice in one place. Inside CloudLex, the Platform, Lexee AI, and Paralegal Services work on one case rather than copies passed between systems. Take any one away, and the others get weaker. Platform: intake, matters, documents, deadlines, reporting, and settlement in one HIPAA-compliant system of record built specifically for PI. Lexee AI: built into the Platform, working from your complete case file: demand drafting, medical chronologies and summaries, 24/7 client assistance, and chat with your case. Paralegal Services: PI-trained specialists handling records retrieval, chronologies, and indexing inside your case files. Voices of PI: a community celebrating the plaintiff attorneys who fight for justice. One ecosystem, one partner, one login. Trusted by PI firms nationwide.

About

Intake Forecast is a 24/7 AI intake and lead-scoring platform built specifically for personal injury law firms. It answers every call and chat, captures structured case details, and scores each lead in real time so staff know instantly who to call back first. Every urgent lead triggers an automatic alert to the firm's team, and every call is automatically transcribed and logged. Unlike generic chatbots or basic answering services, Intake Forecast is purpose-built for personal injury intake, with case-specific scoring instead of a one-size-fits-all message queue. Flat monthly pricing, no per-lead fees.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Supported

Audience

Owners, Managing Partners, Partners, Attorneys, Paralegals, Office Managers, and other staff of Personal injury law firms in the US.

Audience

Personal injury law firms, plaintiff attorneys, and legal intake teams looking to capture and prioritize leads outside business hours

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Contact Us to Discuss
Free Version Not Supported
Free Trial Not Supported

Pricing

$697/month flat
$697/month flat fee, no per-seat or per-user charges. Includes 500 call minutes per month, with additional minutes billed at $0.03/minute. An annual plan is also available at $6,970/year, a full year of coverage for the price of ten months.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

CloudLex
Founded: 2015
United States
www.cloudlex.com

Company Information

AI Sales Pros
Founded: 2025
United States
aisalespros.ai/

Alternatives

Alternatives

Assembly Neos

Assembly Neos

Assembly Software

Categories

AI Legal Supported
Legal Supported
Legal Calendar Supported
Legal Intake Supported
Matter Management Supported

Categories

Legal Intake Supported

Law Practice Management Features

Billing & Invoicing Not Supported
Calendar Management Supported
Client Portal Supported
Conflict Management Supported
Contract Management Not Supported
CRM Supported
Document Management Supported
Email Management Supported
Legal Case Management Supported
Task Management Supported
Time Tracking Not Supported
Trust Accounting Not Supported

Legal Calendar Features

Case Defined Timekeepers Not Supported
Completion Tracking Supported
Conflict Management Supported
Multi-Office Supported
Reminders Supported
Rules-Based Scheduling Not Supported
Staff Calendar Supported
Status Tracking Supported
Task Management Supported

Legal Case Management Features

Billing Management Not Supported
Calendar Management Supported
Case Notes Supported
Client Management Supported
Communication Tracking Supported
Conflict Management Supported
Corporations Not Supported
Court Management Supported
Discovery Management Supported
Docket Management Supported
Document Management Supported
Expense Tracking Supported
Government Not Supported
Law Firms Supported
Records Management Supported
Task Management Supported
Time Tracking Not Supported
Trust Accounting Not Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Not Supported
Document Assembly Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Supported
Version Control Supported

Integrations

Google Calendar Supported
Calendly Not Supported
Clio Not Supported
Dropbox Supported
Filevine Not Supported
Google Drive Supported
HubSpot AEO Not Supported
Microsoft 365 Supported
Microsoft OneDrive Supported
Microsoft Outlook Supported
Microsoft Word Supported
Move to Slack Not Supported
Salesforce Not Supported
SmartAdvocate Not Supported
Stripe Not Supported
Twilio Not Supported
Zapier Not Supported

Integrations

Google Calendar Supported
Calendly Supported
Clio Supported
Dropbox Not Supported
Filevine Supported
Google Drive Not Supported
HubSpot AEO Supported
Microsoft 365 Not Supported
Microsoft OneDrive Not Supported
Microsoft Outlook Not Supported
Microsoft Word Not Supported
Move to Slack Supported
Salesforce Supported
SmartAdvocate Supported
Stripe Supported
Twilio Supported
Zapier Supported
Claim CloudLex and update features and information
Claim CloudLex and update features and information
Claim Intake Forecast and update features and information
Claim Intake Forecast and update features and information