Settlement Assurance

Intake Flow

From first contact to settlement-ready case.

LuMay Intake Flow turns inbound personal injury leads into structured, evidence-grounded matters — then carries the work through qualification, evidence collection, demand preparation, and settlement support.

See Intake Flow in Action Talk to LuMay
GovernedEvidence-FirstHuman-ControlledEnterprise-Ready
LuMay Intake Flow dashboard
Intake Coverage
Voice · Web · SMS
Qualification Status
Ready for Review
Evidence Status
Structured & Linked
Next Step
Attorney Review
What It Does

One governed workflow for the personal injury lifecycle.

From intake to settlement, every stage carries the same verified evidence without loss of continuity.

Stage 01Managed by: Intake Specialist

24/7 Governed Intake

Capture voice, web, and SMS conversations with real-time transcription, structured fact extraction, and verified identity checks.

Key Governed Outputs
Call audio & waveform
Source citations
Incident facts
Conflict clearance pre-check
LuMay Intake Flow workflow dashboard
From Intake to Decision

Turn Intake Into a Review-Ready Decision

Structure the initial conversation, identify missing information, apply firm-defined qualification criteria, and give the attorney the context needed to make the decision.

Step-by-Step Decision Pipeline
Qualification Status
Review Recommended
Case Readiness
Ready for Attorney Review
Evidence Status
Supporting Evidence Available
Next Action
Review Intake Package
LuMay Virtual Intake
Evidence Verified
Legal Intake Command Center
Phase 1 · Legal Intake Command CenterAttorney approval required
Lineage
Conversation→Structured Evidence→Qualification Review→Attorney Review
Matter Creation

Approved Intake Becomes an Active Matter

Once the attorney approves the intake, reviewed facts, evidence, assignments, and next actions can move into the matter workflow without unnecessary re-entry.

Approved Decision PackageReady to Merge
QualificationApproved
Evidence PackageReady
Attorney ReviewComplete
Case AssignmentAssigned
Next ActionsReady to Begin
Matter StatusReady for Creation
✓ Instant case record setup · Zero manual data re-entry
LuMay Virtual Intake
Why It Stands Out

Carry the Evidence Beyond Intake

The value of intake is not only capturing a lead. It is carrying trusted information forward as the matter progresses.

01

Evidence Continuity

Keep important facts connected to their supporting source as the matter progresses.

02

External Coordination

Coordinate information requests across clients, providers, insurers, and other participants.

03

Case Readiness

Give the legal team a clear view of what information is available and what still needs attention.

04

Attorney-Controlled Decisions

Structure information and surface issues while keeping consequential legal decisions with the attorney.

Intake Command Center
Platform Foundation

Built for Controlled Legal Workflows

Sensitive intake and matter information moves through the workflow with appropriate access controls, review points, traceability, and human oversight.

Access Control

Ensure users see only the matter information appropriate to their role.

Data Separation

Maintain appropriate boundaries between firm and matter data.

Workflow Continuity

Keep follow-ups and case activities moving without losing workflow context.

Auditability

Maintain a traceable record of important actions, reviews, and decisions.

Human Oversight

Keep attorney approval in place for consequential case decisions.

Intake Received
↓
Facts Structured
↓
Qualification Review
↓
Attorney Decision
↓
Matter Created
↓
Evidence Carried Forward
Role-Based AccessEvidence TraceabilityHuman Approval

From first contact to settlement-ready case.

Bring intake, qualification, evidence, records, demand, and settlement support into one governed workflow.

See Intake Flow in ActionTalk to LuMay