AI Client Intake · Law Firms

Turn after-hours inquiries into booked consultations

For most firms, the first one to respond often has the advantage. But calls come in while you're in court or after hours, intake is inconsistent, and good leads go cold. An AI intake agent responds instantly, screens the matter, and books the consultation.

24/7
Intake
Instant
Response
~2 wks
To live
How it flowsLive
New inquiryInbound
AI agentHandles it
Consultation bookedResult

Why it matters

A potential client with a fresh legal problem contacts several firms at once. Response speed often decides who they hire — and a call that hits voicemail at 6pm, or a web form nobody answers until tomorrow, often means they've already retained someone else.

Manual intake is also inconsistent: whoever picks up asks different questions, captures different details, and forgets to follow up. Paralegals burn hours screening calls that were never a fit, while genuinely good matters sit unanswered.

How the AI intake agent works for a firm

01

Responds instantly, around the clock

Phone, website chat, or after-hours — the agent answers immediately, so you're the first firm to respond instead of the third to call back.

02

Captures the matter and screens for fit

It collects the key facts of the matter and screens against your criteria — practice area, jurisdiction, case type, timeline — so paralegals stop wasting hours on calls that were never a fit.

03

Books qualified consultations

Good-fit inquiries get a consultation booked directly into your calendar, with the intake summary attached, so the attorney walks in already briefed.

04

Follows up automatically

Leads that don't book on the first touch get timely, professional follow-up instead of being forgotten in a voicemail box.

What you get

Be the first firm to respond — and improve your odds of booking the consultation
Consistent, complete intake on every matter
Paralegals focused on qualified matters, not phone screening
After-hours and weekend inquiries captured, not lost
Built on our production voice + chat stack

Intake demands accuracy and a professional tone. We build on the same production voice and messaging stack behind our other client agents, configured to your practice areas and screening rules. Confidentiality handling and disclaimers are scoped with you up front.

Common questions

Does it give legal advice?

No. The agent does intake and scheduling only — it captures the matter, screens for fit, and books the consultation, with clear disclaimers. All legal advice comes from your attorneys.

Does it run conflict checks?

No. It captures conflict-relevant details (such as the parties involved) during intake for your team to review — the conflict check itself stays with the firm.

How does it screen for the matters we actually want?

We configure your criteria — practice area, jurisdiction, case type, timeline — so the agent books good-fit matters and politely declines or refers the rest. You define the rules.

What does it cost and how fast is it live?

A single intake agent typically goes live in about two weeks. Pricing is custom-scoped after a discovery call, based on channels (phone, chat) and the integrations you need.

Want this running in your business?

Every project starts with a short discovery call. We map your workflow, find the highest-impact automation, and tell you up front whether it's worth building.

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