Intake Triage

Live Requires Standard plan or higher · Agent role

Industry: Law Firms — this app appears only on tenants provisioned for that vertical.

Triage new matters and intake forms.

Workspace fields

These labels match the live EZ4Youtech workspace (sidebar provider + main panel):

• Intake narrative (required) — textarea field in the workspace
• Incident / filing date (optional) — date field in the workspace
• Parties involved (optional) — text field in the workspace
• Firm priorities (optional) — select field in the workspace

Primary action button: Score lead

Workspace overview

Before you start

• Log in as a user on your company tenant (admins set up BYOK separately).
• Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
• Verify your plan includes Standard apps — disabled apps show the plan required to unlock them.

Step-by-step

1. Open the app — In the workspace sidebar, select Intake Triage under Industry apps.
2. Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
3. Upload document (optional) — Under Upload document, attach a file and click Upload. Enable Run after upload to fill the workspace and run in one step.
4. Use file history — Under File history, select a saved file and click Load file to populate your text field.
5. Use run history — Under Run history, pick a prior run and click View run to restore inputs and output.
6. Guided step 1: Matter intake — In Guided workflow (step 1 of 2), complete Intake narrative, Incident / filing date. Use Next → between steps.
7. Guided step 2: Parties & routing — In Guided workflow (step 2 of 2), complete Parties involved, Firm priorities. Use Next → between steps.
8. Run the app — Click Score lead. Review the Result section and download if needed.
9. Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.

Intake narrative

Web form: roof replacement, timeline 2–3 months, budget band $18–22k, homeowner

Paste CRM notes, form answers, or call summary — source, urgency, budget signals.

Incident / filing date

2026-03-15

Incident or filing date for urgency review.

Parties involved

Plaintiff: Lee Family Trust · Defendant: Oak Holdings · Incident date: 3/15/2026

Parties, incident or filing dates, and jurisdiction if known.

Firm priorities

fit, urgency, budget, and decision-maker access

How you want leads ranked (optional; defaults work for most teams).

Try these scenarios

Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.

• Score this trade-show lead for commercial HVAC install timeline.
• Inbound web lead: budget mentioned but decision-maker unclear.
• Re-engage cold lead from 90 days ago with new promo interest.

Expected result

Shape of the AI output in the Result panel — review before client use.

Example output (lead score)

• Score: e.g. 72/100 with brief rationale
• Fit / urgency / readiness tags based on your criteria
• Suggested next action: call, nurture, or disqualify

Tips

• Keep prompts specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.

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