Collect the story
Name, contact details, case type, location, injuries, attorney status, and preferred consultation time.
Law firm intake, without inbox drift
Intake should not depend on whoever notices the inbox first.
Ventiq turns a website inquiry into a structured consultation record: the visitor explains the case, the assistant collects the right details, the calendar is booked, and the firm receives a clean summary.
Request the 60-second walkthrough
No inflated claims. The demo shows the working intake path: website conversation, calendar, firm email, client confirmation, and dashboard.
Raw messages create extra work.Staff still need to find the case facts, identify urgency, and decide what happens next.
Client confirmation is often separate.The firm may get the lead, but the visitor still needs reassurance that the request was received.
Tracking breaks when data lives in email.Without a dashboard, follow-up depends on memory, labels, or spreadsheet updates.
One clean intake path
From website message to booked consultation, without changing how the firm works.
The visitor talks naturally. Ventiq turns that conversation into a usable workflow for the firm.
Structure the facts
The case is summarized into fields a legal team can review quickly.
Book the consult
A calendar event is created and the potential client receives confirmation.
Notify the team
The firm receives the summary by email and, on Premium, sees it inside the dashboard.
What the firm sees
Not a chatbot transcript. A case handoff.
Ventiq separates what the client says from what the firm needs to act on.
Firm email summaryVentiq Intake
ClientMichael Anderson ยท ventiqexampleclient@outlook.com
CaseRear-ended in Los Angeles while stopped at a red light. Neck and lower back pain. No attorney yet.
AppointmentConsultation requested for Tuesday at 2:00 PM Los Angeles time.
Premium dashboardJohnson Law Agency
New lead High priority
The case appears with practice area, contact info, score, and notes.
Appointment saved Calendar linked
The scheduled consultation is tied back to the lead record.
Notification added Team visible
The firm can track the inquiry without searching email threads.
Built around legal intake
The product is narrow on purpose.
Ventiq is not trying to replace attorneys or staff. It focuses on the first handoff: capturing the inquiry, organizing the facts, and moving the consultation forward.
Case-aware intake prompts
The assistant asks for the information a firm needs before a first consultation.
Readable firm summaries
The firm receives a concise overview instead of sorting through scattered chat messages.
Calendar-first scheduling
Consultation requests move into the calendar so follow-up has a clear next step.
Dashboard when the team needs more than email
Premium keeps leads, appointments, and notifications in one place so intake can be reviewed without building a separate spreadsheet process.
Start simple, upgrade when tracking matters
Two ways to run the same intake engine.
Starter
For firms that want website intake, calendar booking, and email summaries without a dashboard.
- Website intake assistant
- Firm email summary
- Client confirmation email
- Calendar event creation
Premium
For firms that want the full intake trail: every lead, appointment, and notification stored in a dedicated dashboard.
- Everything in Starter
- Lead and appointment dashboard
- Notifications for new intake activity
- Analytics for intake volume and source visibility
Walkthrough request
Show the intake path before asking anyone to buy it.
Send a short note and Ventiq can show the live flow: visitor message, calendar event, firm email, client confirmation, and dashboard record.
contact@ventiq.org
The walkthrough is built to fit inside a short first call.