The full platform,
on self-serve
Get the full power of neoLEGAL Intake instantly with our self-serve platform — 24/7 AI intake, branded widget, attorney dashboard, document collection, CRM syncs, and Florida-Bar-compliant rails. Or choose Elite Managed for dedicated infrastructure, deeper customization, and white-glove setup by the founder.
Your Digital Receptionist — 24/7
While you sleep, the AI is collecting names, phone numbers, charges, arrest details, counties, incident descriptions, and more — everything an attorney needs to evaluate a case.
Florida Bar Rule 4-4.2 Ethical Kill Switch
Automated administrative sequencing that instantly identifies pre-represented parties at step 6, halts further data gathering, and displays structural firm telephone routing to fully protect your compliance profile.
Immutable DOM Layout Disclaimers (Rule 4-7.12)
Enforced UI layout logic. Hardcoded liability disclaimers and prospective relationship barriers are rendered natively in the frontend DOM layer directly underneath every assistant bubble, ensuring un-bypassable compliance loops.
Scope-Locked Post-Intake Session Freeze
Eliminates conversational hallucination risks and off-topic prompt vulnerabilities. The exact second a lead submission finishes, the user text input area box sets to disabled, blocking free-play or history trivia.
Universal CRM Sync Outbound Pipeline
Real-time automated data export hooks. Instantly drops structured contact arrays, verified geographical markers, and neutral AI case summaries straight into your existing dashboard software (Clio, Filevine, Smokeball, etc.).
Dynamic Jurisdictional Target Filtering
Validates incident venues dynamically against your chosen active Florida counties lists, filtering out out-of-area requests and flagging statute of limitation priorities directly to your backend dashboard.
Rule 4-1.18 Privacy Lifecycle Scrubbing
Strict compliance data retention handling. Programmatic cascading database triggers that automatically clear or blank-anonymize confidential historical text streams the second a record file status updates to Conflict or Declined.
Florida Attorney Intake Compliance — Answered
How does neoLEGAL follow Florida Bar Rule 4-4.2?
The neoLEGAL intake assistant implements a mandatory attorney representation check at step 6 of the sequence. If a prospective client indicates they already possess legal counsel, our system executes an immediate frontend lockout script, stops statement collection, and routes the individual directly to the firm's office phone line.
What are the system requirements for a Florida compliant attorney intake form?
Under Florida Bar guidelines and Ethics Opinion 24-1, AI-powered intake workflows require clear frontend disclaimer blocks, sequential administrative scripting without outcome predictions, single-tenant data isolation platforms, and automated data purging triggers to maintain prospective client confidentiality under Rule 4-1.18.
Can neoLEGAL Intake connect to existing law firm CRM platforms?
Yes. neoLEGAL features a built-in outbound CRM sync engine utilizing highly configurable webhook pipelines. The moment an administrative intake successfully completes, the platform securely passes structured contact files, matter types, and neutral AI case summaries directly into industry dashboards like Clio, Filevine, and Smokeball.
From Website Visit to Qualified Lead
Visitor Arrives
A potential client lands on your website at 2 AM. Instead of a contact form, they see a friendly AI chat widget.
AI Collects Details
The chatbot asks structured questions and collects: name, phone, email, county, charges, arrest info, incident description.
Lead Saved Instantly
All data is stored securely in your dashboard. The AI cites Florida law when relevant and adds the required disclaimer.
Attorney Follows Up
Your team gets an alert. You log in to see a complete intake summary with everything needed to evaluate the case.
Florida Bar Compliant by Design
Every message from the AI includes the mandatory disclaimer. The system never gives specific legal advice or predicts case outcomes. It stays general, informative, and compliant.
- Mandatory disclaimer on every AI message
- Never fabricates penalties or predicts outcomes
- Only cites official Florida Statutes with source links
- No attorney-client relationship created via chat
- Secure, role-based access for staff only
What Your Team Controls
The attorney dashboard gives your firm full control over leads, notifications, and the AI's knowledge.
Live Leads Table
View all leads with columns: Name, Phone, Email, County, Charge, Arrest Date, Status, Lead Score.
Knowledge Base CRUD
Add, edit, or delete statute summaries, case law, blog posts, FAQs, and tone-of-voice samples.
Notification Settings
Configure email alerts. Choose to notify for all leads or only Hot leads. Add recipient attorney emails.
Real-Time Updates
Dashboard refreshes automatically. See new leads appear instantly without reloading the page.
Pre-Loaded with Florida Law
The knowledge base comes seeded with official Florida Statutes and key case law. Your attorneys can add, edit, or remove anything.
Ready to Capture More Leads?
Deploy neoLEGAL Intake on your firm's website and start converting after-hours visitors into qualified cases.