AI Intake for Financial Law

AI intake that doesn't stop at intake.

Turn raw client inquiries into structured matters and vetted drafts in minutes. Classify, extract, and draft — then an attorney reviews and approves before anything goes out.

Start your free pilot 30–45 day free trial · No sales call required
Human-in-the-loop by design Built for financial law Works nights & weekends
How it works

From inquiry to attorney-ready brief in three steps.

01

Inquiry arrives

A client submits a request via web form or email. Cascade ingests and timestamps it immediately — no manual entry, no delays.

02

AI classifies & extracts

Matter type identified — commercial lending, securities, banking dispute, or business formation. Key data pulled into structured fields: parties, amounts, jurisdiction, risk flags.

03

Attorney reviews

You see the structured brief and draft response. Edit, approve, or request more information. Nothing leaves the firm without your sign-off.

Why Cascade

Not a lead-capture form. A complete intake workflow.

Multi-step workflow, not just lead capture

Classify → Extract → Draft → Review. Full intake cycle, not a "we received your message" auto-reply.

Human-in-the-loop by design

Every AI action requires attorney review before anything goes out. The machine drafts; you decide.

Transparent pricing — no enterprise sales call

Fixed monthly tiers. Start a pilot without a 12-week procurement process.

Works nights, weekends, and every moment your team can't

Inquiries are handled the moment they arrive — not when someone finds time to process them.

Pricing

Simple tiers. No surprises.

Pilot
Free
30–45 day trial
  • Full platform access
  • One intake channel
  • One practice area
  • Setup & onboarding included
  • Metrics report at trial end
Start free pilot
Pro
$299/mo
billed monthly
  • Unlimited intake channels
  • All financial law practice areas
  • Priority response times
  • Analytics dashboard
  • Ongoing support
Get started

All plans include attorney-review workflow, audit logging, and data retention aligned with legal best practices. No long-term contracts. Cancel anytime.

Turn inquiries into cases before your competition even responds.

Cascade handles intake so your team handles law. Start with a free 30–45 day pilot — no commitment, no enterprise sales process.