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Tell Intake AI you want to test a new prospective-client call. Use a fictional scenario and answer as a real caller would. The system should establish what happened, collect relevant administrative facts, and move toward the next approved action.
Do not provide real client information, protected health information, passwords, payment information, or confidential facts on the public line. Demo calls may be reviewed for quality assurance.
Five useful ways to test it
A cooperative one-sentence scenario is easy. A better test includes the ordinary friction that breaks intake in the real world.
- Leave one important fact unclear
- Ask for an attorney immediately
- Pretend to be an existing client
- Interrupt and change an answer
- Switch to Spanish
What to listen for
Notice whether follow-up questions reflect what you said, whether the conversation recovers after an interruption, whether legal-advice requests are handled appropriately, and whether the next step is clear.
The operating result matters more than a human-sounding voice. A strong demo ends with a usable appointment, transfer, route, or review status.
Then test your own workflow privately
The public line shows the interaction model. A private working session applies your greeting, questions, criteria, calendar, practice areas, and escalation rules. Bring a current script or three representative scenarios.
Frequently asked questions
Is the demo prerecorded?+
No. The phone line is live, so the exact conversation varies with what you say.
Can I test Spanish?+
Yes. Switch to Spanish during the fictional scenario.
Should I use a real client matter?+
No. Use fictional information and do not disclose confidential or sensitive data.