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AI intake for high-volume law firms
AI intake and client follow-up for mass tort, mass arbitration, personal injury, and immigration teams. Keep every conversation moving—with your team in control.
Supporting teams at
THE INTAKE PROBLEM
Most intake is lost between conversations — the call after hours, the text nobody returned, the handoff without context. Saleda keeps every inquiry moving, and keeps your team in control.
Answer nights and weekends before a potential client calls another firm.
Start voice, SMS, or email conversations in seconds while intent is high.
Send conversation context and qualification details to the CRM and assigned team.
Connect inquiries to signed matters so the team can see which campaigns work.
CORE CAPABILITIES
01 — 03From the first hello to what comes next.
0124/7 AI intake
Handle inquiries through natural conversations and collect matter information consistently.
A conversation begins.
I need help with an auto accident.
Thank you for contacting us. May I ask a few questions about what happened?
02Automated follow-up
Continue conversations through SMS and email when a caller does not answer or intake is incomplete.
Keep the conversation going.
Cross-channel follow-upContinue the conversation
Conditional sequencesFollow your configured process
Team notificationsKeep your team informed
03Matter operations
Manage intake, matters, documents, SLAs, and audit events in one workspace.
Your team takes it from here.
Context, carried forward.
Configurable workflows✓
Task and SLA tracking✓
CRM synchronization✓
In their words
“Working with Max and Saleda has greatly improved how we handle inbound calls. Their AI agent, Maya, answers our calls, checks whether the caller is already in our system, and routes them accordingly: new callers become leads and get handed to sales, existing leads go straight to a rep, and current clients get routed to customer service (with Maya answering what she can along the way). The result has been a steady stream of high-value leads converting into real clients, plus many hours saved on the customer service side.”
“…with Saleda’s expertise in AI, we could scale our operations without adding headcount… Saleda delivered above and beyond our expectations.”
“I can't believe it works. It's actually pretty exciting to see how Maya was able to successfully transfer the call to our specialist who handles signing the case.”
PRODUCTS
SPECIALISTS FOR WHAT COMES NEXT
Saleda connects voice intake with agents for case follow-up, document review, and outreach. Give each part of the work a clear next step.
Follow up with clients, request medical records, and coordinate payer calls through agents connected to your case workflow.
Review conversations against your scorecards, analyze documents, and surface evidence and gaps for due-diligence review.
Prepare marketing drafts for review and use outreach analysis to guide campaign decisions. Move from ideas to actions with the right approvals.
Built for accountability
Maya follows your approved screening questions. Qualification rules and legal judgment stay with your firm.
Recordings, transcripts, summaries, and audit events for each inquiry, so reviews start from evidence.
Collected fields and summaries sync to the tools your team already uses. No parallel database to reconcile.
Backed by programs from
FAQ
Yes. Saleda supports claimant intake and follow-up for mass arbitration teams, alongside mass tort, personal injury, and immigration. Configure conversations around your firm’s screening questions, collect claim details, follow up on incomplete intake, and route each inquiry with context to your team. Your firm defines the criteria and makes legal decisions.
Yes. Saleda AI is designed to synchronize collected information, conversation summaries, and status with existing CRM and operating systems. Confirm the exact connector and fields during implementation planning.
Most configurations can preserve the current phone operation through forwarding or routing. The implementation team recommends a configuration after reviewing the existing environment.
Yes. Handoffs can use matter type, qualification, jurisdiction, office hours, or team ownership and include the conversation context.
The platform can connect source, response, completed intake, qualification, handoff, and signed-matter outcomes in a consistent funnel.
Bring us your mass tort, mass arbitration, personal injury, or immigration intake workflow. See how Saleda fits your phone setup, follow-up process, and CRM.
