Plays nice with your stack.

One-click OAuth sync.

Accepted cases land in Clio as a Lead with the full dossier attached as a Note and a Matter created when you say so. Conflict-check runs at intake; no double-entry, no copy-paste.

Booking links in the auto-reply.

When the score clears your threshold, the auto-reply drops a Cal.com link tuned to the right attorney and case type. Bookings sync back to the matter.

Trust + operating routing.

Consultation payments route to your IOLTA or operating account automatically based on matter type. Dual bank account routing keeps you compliant from the first dollar.

Signed, bidirectional.

HMAC-signed webhooks for intake.submitted, dossier.ready, case.accepted, case.declined. Replay, retry, and idempotency keys included. Receive or emit.

Full read/write.

Programmatic access to intakes, dossiers, scores, and case state. Built for firms that want IntakeIQ as the scoring layer behind their own intake stack.

Two lines of HTML.

Drop a script tag and a div with your firm ID. The form inherits your site's CSS variables. Hosted version available on a subdomain of your choice.

Inbox triage.

AI email triage that scores inbound case inquiries from your inbox the same way it scores intake-form submissions. On Growth and above.

Channel pings.

A configurable Slack channel gets a one-line notification with score, practice area, and a one-click open-the-dossier link. Quiet hours respected.

Immigration-firm sync.

Two-way sync of cases and clients for immigration firms that have standardized on Docketwise. Schema mapped to G-28 / I-130 / I-485 fields.

Your AWS account.

Inference routes through your own AWS account using your KMS keys, your VPC, your retention. We never see the prompt or the response.

Your tenant.

Same posture for firms that have standardized on Azure for compliance reasons. Configure once; we route automatically.

Your GCP project.

For firms hosting on GCP. Bring your project ID and a service account; we run Gemini in your tenant.