Intake Triage

Live Basic plan or higher · Team member

Industry: Legal: this app appears only in company workspaces set up for that vertical.

Triage new matters and intake forms.

Workspace fields

These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):

• Intake narrative (required), textarea field in the workspace
• Incident / filing date (optional), date field in the workspace
• Parties involved (optional), text field in the workspace
• Firm priorities (optional), select field in the workspace

Primary action button: Score lead

Workspace overview

Before you start

• Sign in as a team member on your company workspace (admins connect AI accounts separately).
• Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
• Verify your plan includes Basic apps: locked apps show which plan unlocks them.

Step-by-step

1. Open the app: In the workspace sidebar, select Intake Triage under Industry apps.
2. Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
3. Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
4. Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
5. Use sample inputs (optional): Click Use sample inputs above the form to load demo values from the tutorial, then edit before you run.
6. Paste or type your document: On the Intake tab, add content to Intake narrative: paste text or use Use sample inputs to load a demo, then edit before you run.
7. Guided step 1: Matter intake: In Guided workflow (step 1 of 2), complete Intake narrative, Incident / filing date. Use Next → between steps.
8. Guided step 2: Parties & routing: In Guided workflow (step 2 of 2), complete Parties involved, Firm priorities. Use Next → between steps.
9. Run the app: On the Intake tab, click Score lead. Review output on the Result tab and download if needed.
10. Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.

Intake narrative

Web form: roof replacement, timeline 2–3 months, budget band $18–22k, homeowner

Paste CRM notes, form answers, or call summary: source, urgency, budget signals.

Incident / filing date

2026-03-15

Incident or filing date for urgency review.

Parties involved

Plaintiff: Lee Family Trust · Defendant: Oak Holdings · Incident date: 3/15/2026

Parties, incident or filing dates, and jurisdiction if known.

Firm priorities

fit, urgency, budget, and decision-maker access

How you want leads ranked (optional; defaults work for most teams).

Try these scenarios

Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.

• Score this trade-show lead for commercial HVAC install timeline.
• Inbound web lead: budget mentioned but decision-maker unclear.
• Re-engage cold lead from 90 days ago with new promo interest.

Expected result

Shape of the AI output in the Result panel: review before client use.

Example output (lead score)

• Score: e.g. 72/100 with brief rationale
• Fit / urgency / readiness tags based on your criteria
• Suggested next action: call, nurture, or disqualify

Tips

• Keep inputs specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.

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