Whitakr Intake
Intake and triage,
done for you.
An AI agent answers every enquiry in your firm’s name — by chat or voice, day or night — asks the questions your lawyers would, and hands them a brief to decide on.
- Answers 24/7Chat or voice, in your firm’s name
- Your criteriaIt asks what your lawyers need to know
- A brief in minutesNot a callback list
- Straight into your PMSTake it on, and the matter opens
Intake is where good matters slip away.
Unanswered
People reach out at night and on weekends. If no one picks up, they call the next firm.
Viability eats lawyer time
Working out dates, limitation and merit takes a lawyer’s hours, on matters the firm may never take.
Too slow to call back
Response time decides who wins the client. If you can’t call back first, the next firm will.
Set up for any practice area.
- Personal injury
- Medical negligence
- Employment
- Family
- Wills & estates
- Commercial
- Property
- Criminal
- Insurance
You tell it what your lawyers need to know. It asks exactly that.
Live demo
Be the client.
Try it yourself.
Tell the agent what happened, by chat or voice, exactly as a client would on your website. It’s the real product — use made-up details.
This demo is set up for medical negligence. Yours asks the questions for your practice areas.
How it works.
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1
✎ Your objectives
“When were they treated, and when did they first realise?”
“Which state, and who else treated them?”
Describe your intake and triage objectives
In plain English
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2
- Date of treatment
- When they realised
- State
- Prior lawyer
- Other treaters
Your agent gathers the answers
Until every objective is met
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3
BriefTranscript
◷ Fast track · 4 mo
First realised Aug 2024
04:12 · You “…when the surgeon said the implant was in the wrong position.”
You receive a memo
With the full transcript
-
✓ Take onor4
Opens matters in your PMS
Take it on, and the matter opens there
Decline Not-proceeding letter · draft ready 4Sends your not-proceeding letter
Or whatever correspondence you choose
Your lawyers get the brief.
Click through it, as your team would.
- Inbox
- Memo
- Transcript
- Records
- Take on
Shown on synthetic enquiries — no real client data.
Live in minutes.
Wherever enquiries arrive.
One line of code puts chat and voice on your site, in your firm’s name and colours.
</footer>
<script src="https://intake.whitakr.com.au/w.js"
data-firm="your-firm" defer></script>
</body>Send any enquirer their own secure link — after a phone call, or from a referral.
intake.whitakr.com.au/i/7kXq2She picks up where the call left off. Her answers land in the same brief.
Enquiries to your own intake address are answered and briefed the same way.
intake@yourfirm.com.auThe agent replies in your firm’s name and invites them to finish by chat or voice.
Upload a call from your phone system, such as VXT, and get the same brief as a chat.
For medical negligence firms — the full solution, from enquiry to records, chronology, merits and letters.
See how →Security and privacy.
Stored in Australia
Matters and documents at rest in Sydney (AWS ap-southeast-2). Enquiries in Cloudflare’s Oceania region.
AI in Australia
Claude runs on AWS Bedrock in Sydney. Clients are told how their information is used, and agree, before they start.
Kept only as long as needed
Enquiries are deleted 14 days after they arrive, once they are on your file.
Not used for training
Your clients’ conversations are never used to train AI models.
Encrypted throughout
TLS in transit and encryption at rest. Practice-system logins are sealed with AES-GCM.
Your firm, walled off
Each firm’s data is separate. Access comes from your own sign-in, never from the request.
Never gives advice
The agent gathers facts. It never tells a client whether they have a claim; a lawyer decides.
Privacy Act built in
APP 5 notice and APP 8 cross-border consent in every conversation, and a record of every decision.
Security pack, data processing agreement and sub-processor list on request.
Built by lawyers and paralegals.
Made and used inside a working law firm.