How we talk about results, and what we don't claim.
LealIntake is a technology vendor — not a law firm. Nothing on this site constitutes legal advice. This page documents how we generate, present, and qualify the figures we publish, and the operating commitments we hold ourselves to.
About illustrative figures and reference scenarios
Where we cite numbers (e.g., '$50,000+/month illustrative reference scenario,' '$40K–$240K/month of unrecovered intake activity at most firms we audit,' '$84,600–$115,500+ standalone value'), those figures are diagnostic anchors — used during a discovery audit, sized against the prospect firm's actual operations. They are not promises, predictions, or guaranties of specific results for any firm. Your actual gap depends on case mix, fee structure, geographic market, current intake operations, hiring posture, and other factors outside our system. Results shown for any one firm are not representative of the results other firms will achieve.
Foundation tier — scope disclosure
Foundation is the receptionist layer of the Intake Operating System: a 24/7 multilingual AI receptionist that answers every inbound call as it arrives, conducts case-type-aware intake, recognizes urgency signals (detention, court dates, filing deadlines), routes qualified cases to the right attorney or paralegal, and pushes captured context into the firm's CRM. Foundation does not draft USCIS petitions, assemble case files, or replace the attorney's professional judgment at any stage. Drafting, case assembly, evidence review, and all legal-content tasks remain the responsibility of the attorney and the firm.
AI identification on every call (Florida Bar Op 24-1)
Every inbound call the AI receptionist answers begins with a clear self-identification: it is an AI assistant deployed on behalf of the firm, it is not a lawyer or a member of the firm, and its purpose is to capture intake information and route the matter to the firm's team. This is a system-design requirement — encoded in the agent script template that ships with every Foundation deployment — and aligns with Florida Bar Advisory Opinion 24-1's chatbot-disclosure rule. The AI does not provide legal advice and escalates compliance-adjacent signals to a human immediately.
Supervision posture (Florida Bar Rule 4-5.3)
The AI receptionist functions as a nonlawyer assistant of the firm under Rule 4-5.3. The firm retains supervisory responsibility — reviewing summaries, approving qualification logic, and overseeing the AI's conduct in the same way it would supervise an in-house intake specialist. We do not market the system as a 'set it and forget it' replacement for attorney oversight. The Intake Operating System extends the firm's intake capacity; it does not substitute for the firm's supervisory obligation.
Commercial structure — flat-fee SaaS only
LealIntake's commercial structure is flat-fee SaaS at every tier. We do not charge success fees, take case-revenue contingency, price per converted client, or accept equity in client firms in lieu of fees. This is a policy commitment — locked against operator drift — and prevents structural conflicts with Florida Bar Rules 4-5.4 (fee splitting) and 4-7.17(b) (payment for referrals).
No fee-direction referrals
LealIntake does not pay firms for referring legal clients to them, and does not accept payment from firms for referring prospective legal clients. The Case Study Partner two-warm-referrals-at-Day-90 commitment runs one way only — partner firms introduce LealIntake to two peer firms in their referral network, and no money flows on either direction of any referral. The commitment is contractual and value-neutral.
No Florida Bar approval or endorsement
Nothing on this site or in any LealIntake marketing material implies that LealIntake, the Intake Operating System, or any LealIntake-deployed feature is approved by, endorsed by, or affiliated with The Florida Bar or any state bar entity. We do not appear on Bar-approved-vendor lists, and we do not represent the Bar in any capacity.
Case studies and aggregate statistics
When we publish case-study figures from named partner firms, those figures are reviewed and approved by the partner before publication, focus on product-side metrics (calls answered, response time, captured intake rate, after-hours recovery rate) rather than firm-side legal outcomes (cases won, settlement amounts, fees earned), and include data source, measurement period, and a typical-result disclaimer. Aggregate statistics across the partner cohort are published with methodology disclosure so partner firms can republish without inheriting compliance risk under Florida Bar Rule 4-7.14.
Data and confidentiality
Every client firm runs on private dedicated infrastructure with an isolated database schema, isolated encryption keys, and isolated workflow engines. Personally identifiable information, privileged matter content, and matter-specific data never leave the engagement, are never used to train cross-firm models, and never appear in aggregate metrics. Vapi (our voice provider) operates under HIPAA-mode configuration where applicable. SOC 2 Type II controls are in progress; we are not yet SOC 2 Type II certified.
Questions or corrections
If anything on this site reads as a guarantee, prediction, or specific-outcome promise — that wasn't the intent and we'd like to fix it. Reach the operator directly at alejandro@lealintake.com.
Questions about anything on this page? Reach the operator directly.
alejandro@lealintake.com