1-minute dramatization. The firms and caller are fictional.
AI intake for US law firms
The first firm to answer gets the case.
Our AI intake assistant picks up every new client in your firm’s name, day and night, and books them in with your attorneys.
- Answers calls, texts and web chats, 24/7
- Asks the intake questions your attorneys approve
- Books the consultation and texts the client
Free test. 30-day pilot. You only pay if you keep it.
Same caller. Three firms. 9:47 PM.
Two firms sent him to voicemail. One got the case.
A driver is rear-ended on the way home. He calls the first three law firms he finds.
Firm one
Missed“Our office hours are nine to five. Please leave a message.”
He hangs up and keeps searching.
Firm two
Missed“Thank you for calling. Our office is now closed.”
He tries the next firm on the list.
Firm three
Booked“I’m the firm’s AI intake assistant. Are you safe right now?”
Consultation tomorrow at 9:00 AM. Summary on the attorney’s desk.
How it works
From the first ring to a booked consultation.
- 1
Answers in your firm’s name
Calls, texts and web chats, day and night. It tells every caller it is the firm’s AI intake assistant.
- 2
Asks your intake questions
The script your attorneys approve, for each practice area, in English or Spanish.
- 3
Books the consultation
Qualified callers get a slot on the right attorney’s calendar and a text to confirm it.
- 4
Hands your team a summary
A one-page intake summary, the recording and the transcript, saved where your team already works.
What’s on your desk at 8 AM
Every call ends as one clear page.
No voicemail to decode. Your team opens one summary with the facts, anything urgent, and the booked time.
- Saved to your case system, your inbox or both
- Recording and full transcript attached
- Urgent matters flagged at the top
New intake · Personal injury
Marcus H.
Tuesday 9:49 PM · Phone
- Matter
- Car accident. Rear-ended at a red light.
- Injuries
- Neck pain. Seen at the ER.
- Police report
- Yes, officers came to the scene.
- Insurer contact
- The other driver’s insurer called him. Flagged for attorney
- Consultation
- Wednesday 9:00 AM · Attorney Lane
Text to Marcus · 9:53 PM
You’re booked with Attorney Lane on Wednesday at 9:00 AM. Reply C to confirm or R to reschedule.
Example record. Names are fictional.
Built around your practice
Your questions. Your rules.
It follows the intake checklist you already use. Pick a practice area to see an example.
The assistant asks
- 01When and where did it happen?
- 02Were you hurt, and did you get medical care?
- 03Was a police report filed?
- 04Has an insurance company contacted you?
Urgent rule
Serious injury or a hospital stay: flagged to an attorney right away.
Examples only. The assistant follows the questions and rules your attorneys approve.
Guardrails
Set up the way a law firm has to work.
It says it’s AI
Callers hear that they are talking to the firm’s AI intake assistant. You pick the greeting and the voice.
No legal advice
It collects facts and books consultations. Advice and case decisions stay with your attorneys.
Urgent matters reach a person
Custody, a hearing tomorrow, a safety concern: it routes to your on-call attorney by rules you set.
Your attorneys approve the script
Your team reviews the questions, wording and qualification rules before anything goes live.
Your data stays yours
Recordings, transcripts and intake records go to the systems you choose.
A person can step in
Callers can ask for a staff member, and your team can take over any conversation.
Try it before you pay for it
Free test first. Then 30 days on your real calls.
- Free
After-hours test
We call your firm after hours, the way a new client would, and email you what happened. No cost and no commitment.
- Setup
Built on your intake
We set up the assistant with your questions, calendars and routing rules. Your attorneys sign off on the script.
- 30 days
Pilot on real calls
It answers your real calls for 30 days. If you keep it, you pay. If you don’t, you owe nothing.
After intake
Four more jobs we take off your team.
Missed-call text back
A missed call gets a text within seconds. People who did not book get timed follow-ups. Booked clients get reminders.
Same-day retainers
After the consultation, the engagement letter is drafted from the intake, checked by your attorney and sent for e-signature with a payment link.
Document collection
Clients upload police reports, medical records and IDs through one link. Missing items are chased for you.
Case-status line
Clients call or text to ask where their case stands and get an update from your case records. Sensitive questions go to your team.
We build AI automations and voice agents for other industries too: AI automation and AI voice agents.
Questions firms ask
Straight answers.
Will callers know they are talking to AI?+
Yes. It introduces itself as the firm’s AI intake assistant. You choose the greeting and the voice.
Does it work with our case management software?+
We connect it to the tools your firm already uses, like your case management system, calendar and email, wherever they allow it. If a tool can’t connect, the summary goes to your inbox.
What about Spanish-speaking callers?+
It can run the full intake in Spanish and hands your team the summary in English.
What happens with matters we don’t take?+
It tells the caller kindly that the firm can’t help with this matter and can share a referral list you provide. You still get a short record of the call.
Can our staff still answer calls?+
Yes. You choose when it answers: after hours only, when the lines are busy, or all the time.
What does it cost?+
It depends on your call volume and the automations you want. The after-hours test is free, and you get a clear monthly price before the 30-day pilot starts. You only pay if you keep it.
Free after-hours test
See what a new client hears tonight.
We call your intake line after hours, the way a new client would. Then we email you what happened and how the assistant would have handled it.
What you get
- A written result of the test call
- A live demo with your own intake questions
- A 30-day pilot plan, if you want one
Prefer email? [email protected]