Purpose Built AI Sample mockup

Your intake form: before & after

One form serving every practice area asks a car-accident caller about bankruptcy and estate planning. Here is the same intake, routed by matter, so each caller sees only what fits their case. Fewer fields on the wrong case means fewer people abandon.

Before One form, every matter

Contact the firm

A visitor reporting a car accident sees all of this at once.

Full name

Jane Doe

What can we help with?

Car accident, rear-ended on I-15

Have you filed bankruptcy in the last 8 years?

—

⚠ Irrelevant to an injury caller

Do you currently have a will or trust?

—

⚠ Irrelevant to an injury caller

Are you buying or selling real estate?

—

⚠ Irrelevant to an injury caller

Message

...

Submit

⚠ No confirmation to the client. No after-hours routing.

After Routed by practice area

What brings you in today?

The caller picks their matter first. The form adapts.

Personal injury Bankruptcy Real estate Estate planning

✓ Routed to the personal-injury intake

Full name

Jane Doe

What happened, and when?

Rear-ended on I-15 yesterday, treated at the ER

Best number to reach you

(801) 555-0134

Send to the injury team

✓ Instant confirmation emailed to the client

✓ After-hours inquiries flagged so none sit until Monday

✓ An alert if the form ever stops submitting

Why it matters

Every extra field on the wrong matter is a reason to close the tab. Injury callers convert best when the first ask is simply what happened.
Routing sends each matter to the right person on your team, with the case type already tagged.
A confirmation message keeps the client from calling three other firms while they wait.
Monitoring means a broken form gets caught by us, not discovered weeks later through lost business.

Built by Purpose Built AI, Layton. purposebuiltai.ai · (801) 856-4550 · Sample layout for discussion, not a live form.