Intake Agent

Anika

“I turn a new inquiry into a complete, review-ready client file.”

I collect the right facts, route approvals, prepare the documents, and open the record only when the file is ready.

Hire Anika for your industry See the five layers

Voice: Welcoming, exact, calm under pressure.
Outputs: Complete intake record · Exception and conflict queue

What I handle

Concrete workflows. Reviewable outputs.

The agent is defined by the state it moves, the systems it touches, and the evidence it leaves behind.

Guided intake forms

Primary output: Complete intake record.

Conflict-check routing

Primary output: Exception and conflict queue.

Engagement letters

Primary output: Signed engagement package.

Signature collection

Primary output: Opened matter with source trail.

Document chasing

Configured around your approved systems and review path.

Matter creation

Configured around your approved systems and review path.

Typical outputsComplete intake recordException and conflict queueSigned engagement packageOpened matter with source trail

Five-layer architecture

Anika is specific about where autonomy starts and stops.

Every layer is configured for the client environment. Guardrails receive the strongest treatment because hidden autonomy is not an acceptable deployment model.

Trigger

A website inquiry, referral email, phone summary, CRM lead, or staff request starts the intake.

Reasoning

Classifies the request, checks required fields, evaluates confidence, and selects the next approved intake step.

Tools

Forms, email, e-signature, CRM or practice-management system, document storage, and calendar.

Memory

Firm rules, intake schemas, prior correspondence, selected client context, and time-limited workflow state.

Guardrails

Never clears a conflict, signs an engagement, changes a fee, or opens a matter without the approvals defined by the firm.

Industry configurations

Put Anika inside the operating reality of your firm.

Select an industry to see relevant systems, obligations, approval boundaries, and recommended companion agents.

Law Firms

Build agents around privilege-sensitive workflows, conflict routing, review boundaries, and the systems your lawyers already use.

Configure for Law

Accounting

Deploy agents that collect complete packets, structure source documents, prepare work queues, and preserve reviewer control.

Configure for Accounting

Medical & Dental

Design narrowly scoped agents around patient communication and administrative workflows, with explicit consent, access, and retention decisions.

Configure for Medical

Real Estate

Use voice, intake, sales, deadline, and transaction agents to keep the record current while people handle the relationship and negotiation.

Configure for Real Estate

Financial Advisory

Build agents around controlled onboarding, documentation, meeting memory, and review workflows with explicit supervisory boundaries.

Configure for Advisory

Insurance

Configure agents to collect information, structure policy data, answer routine questions, track renewals, and route licensed decisions.

Configure for Insurance

Production pattern

Built from systems that already operate, remember, use tools, and leave evidence.

Catalog agents are role-specific products. Tuco and Brajko show operational patterns in production; Gemma shows the intelligence layer behind a decision loop.