Legal intake is the gateway to your firm’s operations—but it’s often one of the most frustrating, inconsistent, and manual processes. From gathering documentation to ensuring case types are triaged properly, intake sets the tone for everything that follows.
Why Manual Intake Breaks Down
In many firms, intake still relies on a mix of email threads, handwritten notes, and verbal handoffs. This leads to lost documents, miscommunication, and cases stalling before they even begin. For smaller firms without dedicated operations staff, the friction is even worse.
The Case for Automating Intake
AI-powered intake doesn’t require custom software or a full tech overhaul. With ValorPlus, you can simply upload client-provided documents—intake forms, PDFs, emails—and get an AI-enhanced summary of the case. Facts are extracted. Classifications are applied. Timelines and parties are detected instantly.
No IT Department Required
You don’t need a developer to make this work. ValorPlus is cloud-based and designed for lawyers, not engineers. Upload, review, and organize—all from a browser. Your team can go from overwhelmed to organized in minutes.
Speed Isn’t the Only Benefit
Automating intake means your firm captures more detail up front—reducing back-and-forth, missed deadlines, and administrative waste. It also ensures consistency across staff members, regardless of their legal experience.
Results You Can Measure
Firms using ValorPlus have reported measurable gains in turnaround time, accuracy, and client satisfaction. With more predictable workflows and reduced friction, attorneys can focus more on strategy and client engagement—where they deliver the most value.
If you’re still onboarding new cases the same way you did in 2010, it’s time for a shift. Intake doesn’t have to be painful. It can be a competitive advantage.