# Group / Class Action Intake Coordination — Professional Services AI agent | Mihu AI

Professional Services · Intake

# Group / Class Action Intake Coordination

Handle high-volume intake efficiently when a firm is accepting many similar claims.

Set up this outcome

## Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

SMS Gateway Fallback text messages for reminders and links. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Runs a structured, consistent intake script across a high volume of similar inquiries, writing each to the PMS bulk intake module.

Applies standardized eligibility screening criteria set by the attorneys — the agent never makes the legal eligibility determination itself.

Routes eligible intakes to the case management team; ineligible inquiries receive appropriate referral information.

Sends status updates to intake claimants as the case group progresses.

## Data sources

Case eligibility criteria (attorney-defined) Practice management bulk intake data

## What it targets

Intakes processed within the target timeframe Target 90%

Eligibility screening accuracy against defined criteria Target 97%