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Have Claude review every intake decision so declined leads get a second look

who Michael McCready, founder of McCready Law (a seven-state personal-injury firm), on the Maximum Lawyer podcast

What it does

A Claude project with the firm's screening criteria reviews each intake decision and rates the call. Internal AI bots answer SOP and handbook questions, and agents check case files at set points.

Tool cost

From $17/mo (checked prices)

Setup

Medium · or we do it from $497

Tools

Claude, Smart Advocate

Slow lead repliesOperationsProfessional Services

The problem

Intake staff sometimes declined cases they should have taken, or took ones they shouldn't have, and staff kept coming to him with questions.

What happened

Self-reported: a wrongly declined lead gets a call back. He suggests this intake review as the easiest first AI project for a small firm. Humans review everything, with an audit trail.

Told by the owner Source: Maximum Lawyer podcast · Added 2026-10-14. Results as reported by the source; we haven't independently verified them.

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How to set it up yourself

  1. Write down what makes a good case and a bad case.
  2. Upload it to a Claude project with instructions.
  3. Feed in each intake summary and the decision.
  4. Call back anyone it flags as wrongly declined.

Copy-paste prompt

Here are our screening criteria: {CRITERIA}. Here is an intake call summary and our decision: {SUMMARY}. Was the decision right? If we declined a case that meets the criteria, say so and why.

Tools used

Claude

AI assistant for writing, long documents, analysis and coding help.

From $17/mo billed annually ($20 monthly) (checked 2026-10-13)

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Some tool links may be affiliate links. Disclosure

Checked prices: Claude: from $17/mo billed annually ($20 monthly) (verified 2026-10-13)

Rather not do it yourself?

We'll set this up in your tools, in your voice, tested. Single use case $497. Satisfaction guarantee: we'll fix it until it works, or refund your setup fee. Terms. We reply within 1 business day.

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