Most AI intake tools make you build and pay for a new agent every time you add a case type. Kayse runs 15 or more case types inside one Smart Intake Agent, each with its own form and its own rules. Add a case type, or a whole state's rules for a national campaign, and nothing else changes: same agent, same voice, same record, no added agent fee.
Included in every Kayse One plan. Momentum includes one Smart Intake Agent.
Case types in this one agent
A national MVA campaign, one agent
A caller in Tampa and a caller in Dallas reach the same Smart Intake Agent. It hears where the crash happened and switches to the questions and routing your firm set for that state. Pick a state to see how the same call changes.
Example rules your firm set for Florida
Example rules your firm set for Texas
Example rules your firm set for New York
Example rules your firm set for California
Example rules only, written to show how one agent changes by state. Your firm writes the real questions and routing, and approves them before launch. Kayse does not give legal advice.
Why one agent beats fifteen
Elsewhere a new case type means a new agent and a new monthly charge. In Kayse it is a new form inside the agent you already have. Adding a case type never adds an agent fee.
One greeting, one voice, one set of calling hours, one handoff. When your screening changes, you change it once, and every case type that shares the rule picks it up.
A caller who starts on the wrong case type is moved to the right form in the same call. Nothing is re-asked, nothing is lost, and the whole conversation lands on one record in Kayse CRM.
Each form carries its own questions, its own qualifying rules and its own routing. A national campaign is one agent with a set of rules for each state, not fifty agents.
Every case type speaks in the same voice, name and tone you chose for your firm, in English and Spanish on the same agent.
Kayse keeps a library of plaintiff intake forms built on intake best practices. Pick the case types you take, and your forms are ready before launch.
Scale runs up to four active agents, so a firm can keep intake on one and run reactivation campaigns on others. Enterprise is sized to your volume and scope. See pricing for the plans.
Adding a case type
Start from Kayse's library of ready-made plaintiff intake forms, or bring the questions your intake team asks today.
Qualifying answers, disqualifiers, what to flag for attorney review, and where a qualified caller goes: warm transfer, booking or e-signature.
Kayse makes the launch edits with you and tests the form on real calls. Nothing goes live until your team signs off.
Builder, the AI sidekick inside Kayse, is how questions and follow-up get changed after launch. Every change is tested and approved before it goes live.
The agent asks the questions you approved and follows the paths you approved. It never decides what a case is worth, and it never gives legal advice. "I don't know" is an answer, and it does not make an intake incomplete.
Every call is recorded and transcribed, and the intake answers land on the lead record, so your team can check any call against the rules.
How Builder changes the agentThe Smart Intake Agent is what answers the call, or calls the lead back in about a minute, texts and emails inside your approved hours, and keeps following up for 14 days. A fit? Your team gets a live warm transfer with the story on screen.
Explore Speed-to-LeadPart of Kayse One
The Smart Intake Agent runs on Kayse Voice. Its answers land in Kayse CRM, and a qualified caller can sign with Kayse Sign on the same call. Every plan includes all three.
Tell us the case types and states you take. We will show one Smart Intake Agent working through them on a live call and leave you with a clear next step.
