For law firms & insurance agencies

Intake every inquiry. Qualify before you spend a minute.

Pingbox handles legal and insurance intake with structured qualification, document collection, and case-specific routing. No more 20-minute intake calls that go nowhere — prospects qualify themselves before anyone on your team picks up the phone.

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The problem

Legal and insurance inbound is notoriously noisy. Half the inquiries are outside your practice area or scope. The rest need 20+ minutes of qualification before anyone knows if it's worth a consultation. Attorneys end up doing intake work instead of billable work; agents end up re-qualifying leads the receptionist misunderstood. Every hour of attorney time spent on unqualified intake represents $300–$800 in lost billable time.

Built-in blocks for your vertical

Rendered inside the chat widget — the same tiles your operators design in Relay Flows. Fill with your data; ships tappable.

Vertical block library
Tap a tile to see how it renders in conversation.
Case Intake
structured questions by practice area
Consultation Booking
calendar with case-type-specific timing
Document Upload
secure, encrypted file intake
Practice Area Router
auto-routes by case type
Coverage Verifier
quote eligibility pre-check (insurance)
Claim Intake
structured first-notice-of-loss (insurance)

Integrations for your stack

Clio
Legal CRM, case management
MyCase
Case management, client communication
PracticePanther
Law firm operations
Applied Epic
Insurance agency management
AMS360
Insurance agency platform

The ROI math

One personal injury case: $5K–$500K+. One new insurance policy: $300–$3,000 annual premium with lifetime renewals. Pingbox pays for itself with a fraction of a case or a handful of policies. For firms handling 100+ inquiries per month, the qualification filter alone recovers 5–10 hours of attorney time weekly.

Pingbox supports attorney-client privilege via encrypted conversation storage, signed BAA for HIPAA contexts (insurance health claims), and audit logs required for legal and regulatory compliance. Scale tier includes role-based access for paralegals, attorneys, and admin staff with different visibility.

Start free for 14 days.

No credit card required.

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