How the Client Intake Process Works

The Client Intake Journey

Understanding what your clients experience helps you support them and set expectations.

Step 1: Ticket Upload

Clients upload a photo or scan of their traffic ticket. Our system:

• Extracts key information (citation number, violation code, date, etc.)
• Identifies the violation type
• Verifies eligibility for Trial by Written Declaration

Step 2: Incident Questions

Clients answer guided questions about what happened:

• Location and road conditions
• Weather and visibility
• Their recollection of events
• Any circumstances the officer may not have observed

Step 3: Evidence Upload

Clients can upload supporting evidence:

• Photos of the location
• Dashcam screenshots
• Google Street View images
• Any other relevant documentation

Step 4: Witness Information

If the client had witnesses, they can:

• Add witness contact information
• Include witness statements
• Upload signed witness declarations

Step 5: Review & Submit

Clients review their information and submit for your review. At this point:

• The AI generates a draft defense statement
• You receive a notification that a new case is ready for review
• The case appears in your "Pending Review" queue

Client Progress Tracking

From your dashboard, you can see which step each client is on. Clients who haven't completed intake within a reasonable time can be followed up with separately.