Retanr
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AI-Powered Legal Intake

Never miss another client.
Intake on autopilot.

Retanr handles your intake calls 24/7. Natural voice conversations, instant case summaries, and seamless handoffs to your existing systems.

Try Live DemoContact Sales
24/7
Always available
90%
Reduction in missed calls
5 min
Average intake time
100%
Call documentation

Not a generic chatbot.

Lori understands legal intake. She knows what questions to ask—and why they matter for your case evaluation.

Wage & Hour Violation
C
I haven't been paid overtime in months. My boss says managers don't get overtime.
L
I understand. To help the attorneys evaluate your case, I have a few questions. What are your typical job duties day-to-day?
C
I mostly stock shelves and help customers. Sometimes I close the register.
L
Got it. And do you have authority to hire, fire, or discipline other employees?
C
No, I just have a 'manager' title.
L
That's helpful—the title alone doesn't determine exemption status. How many hours per week do you typically work?
What Lori is doing
  • Detects misclassification pattern
  • Asks duties-based questions (not just title)
  • Flags FLSA exemption issues
  • Captures hours for damages calculation

Configure intake flows for your practice area. Lori adapts her questions based on your firm's screening criteria.

Everything you need for client intake

From first contact to case file, Retanr handles the entire intake process so your team can focus on practicing law.

Voice & Text Intake

Natural conversation with clients via web or phone. Speaks like a human, captures everything accurately.

Phone Integration

Dedicated phone line with call transfers to staff, full transcripts, and voicemail handling.

AI Summaries

Automatic case summaries in your preferred format. Key facts, chronology, and red flags highlighted.

Email Follow-ups

Automated confirmation emails. Collect documents and clarifications without manual effort.

System Handoffs

Push data to Smokeball, Clio, or any CMS. Calendar invites, emails, and more.

Compliance Ready

All conversations recorded and transcribed for your records. Meets legal documentation standards.

How it works

Three simple steps to automated intake

1

Client calls or visits

Lori answers your dedicated line or web intake 24/7. Natural conversation, not a phone tree.

2

AI gathers information

Case type, contact info, chronology, and key facts. All captured accurately in real-time.

3

You get the summary

Structured case summary in your format. Pushed to your CRM, email, or Smokeball automatically.

Built for law firms

Specialized for employment law, personal injury, and more

Employment Law

  • Wage & hour violations
  • Harassment & discrimination
  • Wrongful termination
  • PAGA penalty calculations

Personal Injury

  • Auto accidents
  • Slip and fall
  • Medical malpractice
  • Liability assessment

Ready to automate your intake?

Start capturing more clients today. Set up takes less than a week.

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