CaseGen vs Perspective AI Intelligent Intake

CaseGen is a web-based AI receptionist and intake platform made for law firms and attorneys. Its agents answer inbound calls around the clock, filter unwanted calls, handle new leads, existing clients and third parties, and route selected high-value leads for live transfer. The system supports intake workflows, prospect follow-up, case-detail collection, appointment booking, and text requests for case photos and documents. For personal-injury matters, Maya tracks medical treatment, and an agent can contact providers about treatment status. Call records include analytics, summaries, real-time transcripts and playback. CaseGen lists integrations with Filevine, Clio, Zapier, Google Sheets, Calendly, LawPay, PracticePanther, Smokeball and MyCase. Firms can forward calls from Vonage, RingCentral or another phone system to an assigned CaseGen number. Pricing is customized to call volume, billed per call month to month, with an implementation fee. CaseGen says it does not provide legal advice or guarantee business outcomes.

Perspective AI Intelligent Intake qualifies prospects before they reach a business, helping route suitable leads and reduce screening calls. Businesses describe their ideal client and fit criteria, then set questions and routing rules, preview the conversation, and share an intake link. Conversations can follow up on vague answers, probe inconsistencies, and ask about details that determine fit. Rules can send strong fits to a calendar, decline weak fits, or redirect referrals. Intake can appear as a website widget, popup, email link, or standalone page, with white-label branding. Each completed conversation produces a structured summary that can be routed to an inbox, CRM, or Slack. Listed use cases include legal, patient, therapy and counseling, and financial services intake. Supported integration providers include Slack, HubSpot, Gmail, Google Docs, Notion, and Confluence. Perspective says its documentation describes the service as SOC 2 and ISO 27001 certified. All plans include 100 credits toward AI-powered conversations. The Free plan costs nothing; Pro Subscription costs $99 a month and includes 1,000 credits per month, with fresh credits monthly. The page says users can cancel anytime and start without a credit card.