Intake that learns
what your
firm actually takes.
AI-powered intake that learns your firm’s rules and routes every new matter to accept, refer, or review — automatically
Incoming Cases
Case Quality Score
View all Cases
Lisa Boneman
Urgent
I need a lawyer with at least 3 years of experience in…
Mike Patterson
Urgent
Need help in filing a petition for the winding up…
Kimberly Sean
Not Urgent
Need help in filing a petition for the winding up …
42%
88%
98%
How CounselJet Works For Lawyers
Unstructured emails, vague voicemails, endless back and forth, all before you even know a case is viable.
ConselJet fixes that by doing the intake work before the client even reaches you.
Step 1
Capture
24/7 voice and chat intake on your website and phone line.
Website chat
Hi, I was injured in a car accident last week...
Phone call
1:24
Active intake sessions
Live
Step 2
Decide
Your firm's rules applied in real time.
Decision Engine
Processing...
Past Decisions
94% accuracy
1,247 accepted
342 rejected
89 referred
Based on your patterns
Practice area
Personal Injury
Jurisdiction
Illinois
Red flags
None detected
Capacity
Available
Auto-qualified
High priority
Step 3
Route
Accept
Case packet delivered to your team
Automated routing active
Refer
Clean case packet sent to a partner firm
Automated routing active
Review
Flagged for human review
Automated routing active
Case Packet
Sarah Martinez
60-second read
Website chat
•
Today at 2:34 PM
One-Page Summary
1:24
Case type:
Personal Injury – Motor Vehicle Accident
Issue:
Client injured in rear-end collision seeks representation for personal injury claim
Key facts:
•
Rear-end collision on Highway 101, client sustained neck and back injuries
•
Other driver admitted fault at scene, police report confirms liability
•
Client sought medical treatment within 24 hours, ongoing physical therapy
Decision Recommendation
Accept
Refer
Review
Evidence Checklist
Police report
Contract / agreement
Screenshots
Communications
Jurisdiction
Illinois
Superior Court
Urgency
High
Statute of Limitation: 1 year 11 months
Generated by CounselJet • Complete transcript attached
Case ID: CJ-2026-0127-001
What lands in your inbox
Every completed intake is automatically turned into a clean,
structured case summary so you can quickly understand what
matters.
Refer out to other lawyers easily
Send a clean, decision-ready case packet to another lawyer in seconds.
Sarah Martinez
Case Packet
Website chat
Today at 2:34 PM
Personal Injury – MVA
High urgency • California
Analyzing Case
Matching Partner
Transferring Case
Partner Lawyer
Personal Injury Law Firm
Matched Expertise
84% Success Rate
Case ID: CJ-2026-0127-001
Ready to review
Turn CounselJet’s verified network of lawyers into an extension of your own practice
No emails or attachments
Just share a secure link
No lost context
Full case packet preserved
Same structure, every time
Professional handoff guaranteed
Turn Every Lead Into a Growth
Opportunity - even ones you
don't accept
CounselJet connects law firms through a compliance-first lead exchange, ensuring every inquiry is routed tothe right practice, in the right location, with full audibility
Compliance-first
Fully auditable
Practice & jurisdiction aware
CounselJet Referral network (8)
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Lisa Boneman
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Practice Management
Case Management
Legal CRM
Document Systems
Billing Software
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Structured Data
Clean handoffs
Your Choice
Any platform
API-First
Standard integrations
Universal Integration
We integrate with all existing
case management systems
CounselJet hands off clean data to whatever platform you use
Frequently Asked Questions
Does reviewing an intake create attorney-client relationship?
What kind of lawyers is CounselJet designed for?
How do clients reach me through CounselJet?
Is CounselJet a lead marketplace?
What happens if I decline a matter?
How does this differ from directories or referral platforms?
How does CounselJet handle ethics and professional boundaries?
What happens if I decline a matter?
Stop reading summaries. Start making decisions
Turn legal uncertainty into clear next steps. Start your journey with CounselJet today.
