Describe your situation.
Include the dates that matter and the documents you have.
Our AI intake system tells you immediately whether we can help and how urgent your matter is. No gatekeeping, no waiting room, no intake forms that go nowhere.
Include the dates that matter and the documents you have.
Try the screen here in WhatsApp's format. The same engine drives the website widget above; the difference is the rhythm: one question at a time, plain text, quick-reply chips when they help.
This is a UI simulator for testing the script, not a live WhatsApp Business number. Hooking the same flow into a real WhatsApp Business API account is a separate switch.
WhatsApp intake simulation - powered by CaseLoad Select
Four steps. Your lawyer walks into the call already prepared.
Type what happened in plain language. The AI understands legal context without jargon.
Adaptive questions specific to your practice area. The system scores your case in real time.
Evidence inventory, parties, deadlines, expectations. Rounds 1 and 2 decide whether to take the meeting. Round 3 decides how your lawyer walks in prepared.
Before the consultation, your lawyer receives a structured case file - not a sticky note. That is the difference.
Our AI intake system covers virtually every area of Ontario law. If you have a legal matter, start a consultation.
Every contact method routes to the same intake system. Your case is assessed regardless of channel.
Describe your situation. Our AI extracts the key facts and assigns a priority score in real time.
Click the chat bubble (bottom right). The AI works the same way, different entry point.
Speak with a receptionist who feeds your details into the same intake system.
Same screening engine, WhatsApp's one-question-at-a-time rhythm. Test the conversation flow below.
100 King Street West, Suite 5400 Toronto, ON M5X 1C7