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Concierge

Your intake form collects names. A conversation qualifies cases.

Perspective replaces your client intake form with an AI conversation that captures the timeline, key facts, and case viability — so attorneys walk into every consult ready to advise.

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Your intake form collects names. A conversation qualifies cases.

Prospects prefer it

~90% completion rate vs ~46% for static forms. Conversations feel like a real intake call, not a homework assignment.

Structured + deep

Captures the matter fields your practice management software needs, plus the facts that determine viability — in one conversation.

Cases in real time

Qualified intakes flow to Clio, Lawmatics, or MyCase the moment the conversation ends.

From Form to Conversation

A conversation captures what a form never could

  • Your form gets a case-type checkbox. Your concierge learns the timeline, treatment history, and liability signals.
  • Follow-ups adapt to every answer — a slip-and-fall conversation looks nothing like an estate dispute
  • Prospective clients share more because it feels like talking to a real intake specialist
  • The result: structured matter data your practice management system can act on, plus the facts that decide whether to take the case
Popular Features
→ Inside the Concierge agent→ Why static forms fail
Person having a conversation with Perspective AI
ConciergeTell us what you’re looking for.
Lead Score
92
Qualified
yoursite.com/free-consultation
Free Case Evaluation
Full name *
Enter your name
Phone *
(555) 123-4567
Case type *
Select case type...
Brief description
Tell us what happened...
Request Free Consultation

Stop Wasting Consults

This form is costing you billable hours

  • A case-type dropdown and a phone number — that’s all your paralegal gets before the first call
  • Twenty minutes of basic re-asking before anyone can decide if the case is worth your time
  • High-value cases sit in the same queue as tire-kickers — and your signed-case rate shows it
Popular Features
→ Try it on your form→ Compare to Typeform

Better Input, Better Decisions

When attorneys know more, they decline faster and win bigger

  • Every qualified intake arrives with timeline, key facts, treatment history, and liability signals — before the consult
  • Attorneys decide which cases to take, which to refer, and which to decline — based on real facts, not gut
  • Higher signed-case rate when consultations start prepared, not from scratch
Popular Features
→ Browse legal templates→ Inside the Concierge agent
Client inquiresContacts you for help
Concierge qualifiesScope, budget, fit
92
Job qualified & routedRight team, full context
Clio
Lawmatics
MyCase
Under 2 minutes, start to CRM

Perspective integrates with your favorite tools

Clio
Lawmatics
MyCase

Talk About Great Conversations

DS

Dorit Sher

CEO

@ Experity

"Perspective is great! It's easy to talk to and really understands you. The best part? It gives you smart insights super fast. If you want a tool that's friendly and helps you get things done quickly, Perspective is the way to go."

KR

Katie Rich

Vice President, Customer Delivery

@ AppDome

"Overall, it was a fun and simple experience. I appreciated the flexibility to complete the interview in my own time, the friendly and professional tone of the AI, and its conversational nature. The summary at the end was a nice touch."

KY

Katie Yagodnik

Sr. Director of Digital Customer Success

@ Totango

"Perspective AI has been a game-changer for our team. It provides deep insights from our customers and team without adding to our workload. The ease of analysis saves us time and delivers objective, actionable insights effortlessly."

FAQ

Frequently Asked Questions

See what your form is missing.

Paste your contact page. We’ll show you the difference a conversation makes.

Free to try · No credit card required · Ready in 60 seconds

Templates

Start with a template built for qualify legal cases

Customize in minutes. Deploy when you're ready.

Can you walk me through what happened and when?

M

Qualify Legal Cases

Qualify personal injury, family law, estate planning, and immigration inquiries based on the facts that determine fit — before your paralegal picks up the phone.

Used 2,100+ times

Use Template

What does a successful first month look like for your team?

A

Onboard Clients Faster

Walk new clients through goals, requirements, stakeholders, and success metrics in one conversation. Your team gets a complete brief on day one — not ten emails of back-and-forth.

Used 2,000+ times

Use Template

What outcome are you hoping this project achieves?

M

Nail the Creative Brief

Turn vague briefs into specific direction. Capture target audience, tone, competitive context, and what success looks like — so your creative team gets intent, not just checkboxes.

Used 1,500+ times

Use Template