Title: AI Intake Assistant
Author: rajutambe
Published: <strong>August 30, 2026</strong>
Last modified: August 30, 2026

---

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# AI Intake Assistant

 By [rajutambe](https://profiles.wordpress.org/rajutambe/)

[Download](https://downloads.wordpress.org/plugin/ai-intake-assistant.1.0.0.zip)

 * [Details](https://wordpress.org/plugins/ai-intake-assistant/#description)
 * [Reviews](https://wordpress.org/plugins/ai-intake-assistant/#reviews)
 *  [Installation](https://wordpress.org/plugins/ai-intake-assistant/#installation)
 * [Development](https://wordpress.org/plugins/ai-intake-assistant/#developers)

 [Support](https://wordpress.org/support/plugin/ai-intake-assistant/)

## Description

AI Intake Assistant adds a chat widget to your website that acts like a smart intake
specialist:

 * Answers visitor questions using only the firm info you provide (it won’t invent
   services or prices).
 * Runs a practice-area-aware intake and qualifies the lead.
 * Emails you an instant, structured “ready-to-call” case summary the moment contact
   details are captured — so you can respond within minutes, when conversion is 
   highest.
 * Chats in the visitor’s language (English or Spanish).
 * Refuses to give legal advice.

#### External service disclosure

To generate replies, this plugin sends data to an external AI backend service over
HTTPS. By
 default it is pre-configured to use the hosted backend operated by the
plugin author at https://ai-intake-backend.onrender.com . You may change this to
your own self-hosted backend via the “Backend API URL” field on the settings page.

What is sent, and when:

 * When you click “Save & Sync” on the settings page, the firm details you entered(
   firm name,
    practice areas, firm info/FAQ, notification email) and your site’s
   generated Site ID are sent to the backend’s `/register-site` endpoint so it can
   configure your assistant.
 * When a visitor chats on your site, their messages and the running conversation
   are sent to the
    backend’s `/chat` endpoint to generate a reply. Nothing is sent
   from a visitor’s browser until you have configured and saved the plugin.

This data is processed by that backend to produce answers and lead summaries. Use
of the default
 hosted backend is governed by its terms and privacy policy:

 * Terms of Service: https://ai-intake-backend.onrender.com/terms
 * Privacy Policy: https://ai-intake-backend.onrender.com/privacy

If you point the plugin at your own backend, that data is instead sent only to your
server.

## Screenshots

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## Installation

 1. Upload the plugin folder to `/wp-content/plugins/` (or install the .zip via Plugins
    > Add New > Upload).
 2. Activate it through the ‘Plugins’ menu.
 3. Go to Settings > AI Intake Assistant.
 4. Enter your Backend API URL, firm name, practice areas, firm info/FAQ, and notification
    email.
 5. Click “Save & Sync”. The chat bubble will appear on your site.

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

“AI Intake Assistant” is open source software. The following people have contributed
to this plugin.

Contributors

 *   [ rajutambe ](https://profiles.wordpress.org/rajutambe/)

[Translate “AI Intake Assistant” into your language.](https://translate.wordpress.org/projects/wp-plugins/ai-intake-assistant)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/ai-intake-assistant/),
check out the [SVN repository](https://plugins.svn.wordpress.org/ai-intake-assistant/),
or subscribe to the [development log](https://plugins.trac.wordpress.org/log/ai-intake-assistant/)
by [RSS](https://plugins.trac.wordpress.org/log/ai-intake-assistant/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 1.0.0

 * Initial release: AI intake chat widget, lead qualification, instant email summary,
   bilingual.

## Meta

 *  Version **1.0.0**
 *  Last updated **20 hours ago**
 *  Active installations **Fewer than 10**
 *  WordPress version ** 5.8 or higher **
 *  Tested up to **7.1**
 *  PHP version ** 7.4 or higher **
 * Tags
 * [AI](https://wordpress.org/plugins/tags/ai/)[chatbot](https://wordpress.org/plugins/tags/chatbot/)
   [intake](https://wordpress.org/plugins/tags/intake/)[law firm](https://wordpress.org/plugins/tags/law-firm/)
   [lead generation](https://wordpress.org/plugins/tags/lead-generation/)
 *  [Advanced View](https://wordpress.org/plugins/ai-intake-assistant/advanced/)

## Ratings

No reviews have been submitted yet.

[Your review](https://wordpress.org/support/plugin/ai-intake-assistant/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/ai-intake-assistant/reviews/)

## Contributors

 *   [ rajutambe ](https://profiles.wordpress.org/rajutambe/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/ai-intake-assistant/)