By the time an attorney opens it, Iris has had the whole conversation and turned it into one page. Facts, urgency, a recommended action. The same shape every time.
The intake is already done.
Intake notes depend on who wrote them.
One paralegal's intake notes run two pages: dates, facts, the questions still open. Another's is a first name, a phone number, and the word 'car?'.
The difference gets absorbed upstream. Details are re-asked on the callback. Decisions get made on partial facts. Nobody did anything wrong. The format simply wasn't there.
When the notes vary, the firm varies.
An actual intake note
James? MVA Oct? back hurt, call tmrw maybe
Whatever hour the conversation happens, it ends as one structured page.
Same format. Every time.
The facts, in order
Incident, timeline, parties, insurance, prior representation. The same fields, in the same order, every time. Nothing depends on anyone's habits.
Urgency, scored
High, medium, or low, with the reason attached. The statute window, the injury, the competing deadlines. Scored, not guessed.
One recommended action
Not five options. The next step, in one sentence, ready for the attorney's first callback.
One page, read in ninety seconds.
This arrived in a partner's inbox at 6:52am. The conversation behind it happened at 11:14pm.
An attorney learns the format once. After that, every intake reads at the same speed.
Rosa Delgado
(555) 214-7708 · rosa.delgado@example.com
Personal injury — Premises- Summary
- Fell on an unmarked spill in a grocery store twenty-one months ago. Hairline wrist fracture, treated at urgent care. The store's insurer has called her twice about a settlement.
- Score
- 15/20 · Hot
- Statute
- FlaggedThree months remaining.
- Urgency
- HighStatute closing; settlement pressure ongoing.
Recommended next step
Call this morning, before the insurer does. She has been asked to sign by Friday.
Where it lands.
Every summary goes to the attorney's inbox. Any provider, no configuration. It's also filed in the firm dashboard, attached to its lead, searchable from day one.
Nothing lives in one person's notes, one person's memory, or one person's week off.
Read one. Then decide.
The demo link runs an intake for your practice area. The summary it produces is the one your attorneys would read. Judge the format the way an attorney would: quickly.