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HOME / VOICE AI / LEGAL INTAKE

AI legal intake. The firm that answers first signs the case.

Injured people call several firms in a row and retain the first one that treats them well. We build 24/7 Voice AI intake agents that answer instantly, qualify against your criteria, schedule the attorney consultation in the same call, and push everything into your case management system.

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01 / THE PROBLEM

Intake is a race. Most firms run it part-time.

PAIN_01

Speed decides who signs

A claimant with a real case calls down a search results page. Whoever answers first, sounds competent, and books the consultation usually signs them. Voicemail doesn't sign cases.

PAIN_02

Attorney hours burned on non-cases

Wrong jurisdiction, no injury, expired statute, already represented, unqualified callers consume staff and attorney time that should go to signed clients.

PAIN_03

Mass tort volume breaks human intake

When a campaign hits, hundreds of claimants call in days. No intake team scales that fast, and every dropped call is a signed case for co-counsel somewhere else.

02 / WHAT THE AGENT HANDLES

Screens like your best intake specialist. Never sleeps.

INBOUNDEvery potential client, captured

✓24/7 new client intake, nights, weekends, holidays
✓Case-type qualification: PI, mass tort, family, criminal, immigration
✓Screening against your criteria: injury, treatment, dates, representation
✓Consultation scheduling in the same call
✓Existing client routing to the right paralegal or attorney
✓Urgent matter escalation by your protocol
✓Spanish-language intake

OUTBOUNDSign more of what you qualify

✓Unsigned retainer follow-up sequences
✓Document and records request reminders
✓Appointment and deposition reminders
✓Mass tort claimant outreach and re-screening
✓Client status update calls
✓Referral source thank-you and check-in calls
GUARDRAILED

The agent gathers facts. Your attorneys practice law. Hard guardrails prevent legal advice, outcome promises, and fee quotes. Disclosure language is approved by your firm, data handling and retention follow your confidentiality obligations, and qualified-or-not, every caller is documented with a full transcript and summary in your system of record.

03 / HEAR IT

A real AI intake call. Unedited.

This is an actual recording of our intake agent qualifying a mass-tort claimant, what happened, when, treatment history, representation status, then scheduling the attorney review, in 93 seconds. The company name is fictional; the call is real and unedited.

Every answer lands in your intake platform with a transcript, a summary, and a disposition, qualified, scheduled, and your team notified before the caller hangs up.

ClioFilevineLitifyLead DocketLaw RulerOther platforms via APISMS follow-upBilingual English/Spanish
INTAKE · QUALIFIED · SCHEDULED● ANSWERED · RING 1

“Based on what you've shared, you may have a strong claim. I'm scheduling you for a free case review with one of our attorneys, they'll call you within one business day.”

✓ QUALIFIED · CONSULTATION BOOKED · INTAKE PUSHED TO CRM

CLOCKSPEED IMPACT / NEW POTENTIAL-CLIENT CALL TO QUALIFIED, SCHEDULED CONSULTATION

Where a law firm's intake loses time and what the agent removes.

Injured people call several firms and retain the first one that treats them well. When intake runs part-time, qualified callers wait while unqualified calls eat staff hours.

Before

Trigger
A potential client calls after an accident, injury, or mass tort advertisement.
Handoffs
Receptionist takes a message, intake specialist calls back, screens, then books with an attorney.
Waiting
Night, weekend, and campaign-spike calls sit in voicemail while callers dial the next firm.
Systems
Phone system, intake platform or case management such as Clio, Filevine, Litify, or Lead Docket.
Human effort
Intake staff and attorneys spend time screening wrong jurisdiction, no injury, or already represented callers.
Elapsed time
Often hours, sometimes days during a mass tort surge.

AI intervention

Agent actions
Answers, screens against your criteria, collects facts and dates, books the attorney consultation.
Tool calls
Qualification scoring, conflict-relevant data capture, calendar booking, intake record push, team notification.
Integrations
Your case management or intake platform where APIs allow, plus SMS follow-up.
Decision rules
Case-type logic you define: statute windows, injury and treatment, jurisdiction, and representation status.
Human escalation
Requests for legal advice, fee questions, urgent matters by your protocol, distressed callers, and existing clients needing counsel.

After

New workflow
Screening and consultation scheduling happen in the first call, with a full transcript in your system.
Handoffs
Message-taking and callback removed; the attorney gets a qualified, documented file.
Response time
The first ring, 24/7, including nights, weekends, holidays, and campaign spikes.
Completion time
Qualified and scheduled before the caller hangs up.
Capacity created
Intake staff and attorneys spend their time on qualified matters instead of screening non-cases.
Customer outcome
A claimant with a booked case review and a firm that answered first.

How this workflow typically runs, not a guaranteed result. An AI Audit measures your real response and completion times first.

Compliance note: The agent must never give legal advice or promise outcomes; firm-approved disclosures, conflict checks, and confidentiality obligations still apply.

04 / STRAIGHT ANSWERS
Does the AI give legal advice?+
Never. The agent is guardrailed against legal advice, outcome promises, and fee quotes. It gathers facts, screens against your criteria, schedules consultations, and routes existing clients, the practice of law stays with your attorneys.
Can we customize qualification criteria?+
Yes, qualification logic is built per case type: statute windows, injury and treatment requirements, jurisdiction, representation status, and campaign-specific criteria for mass tort dockets. Criteria update as your dockets change.
Is the intake confidential?+
Deployments include disclosure language you approve, restricted data handling, secure storage and retention rules, and platform choices that meet your confidentiality obligations, scoped with your firm before launch.
What happens to qualified leads?+
Qualified claimants are scheduled for attorney review on the same call, pushed into your case management platform with a full summary and transcript, and your team is notified instantly. Unqualified callers are declined politely with a documented reason.
FREE · 30 MINUTES · NO PITCH

Run your intake criteria past us.

Bring a case type. We'll show you how the qualification logic, scheduling, and CRM push would work for your firm, and what it costs.

Book my free call →

or call us 24/7 · Show number

Implementations start at $2,500FULL PRICING & TIERS ON THE VOICE AI PAGE
See Voice AI pricing →
HOW IT WORKS
Every intake call, handled in one ring.
Call comes in24/7 · ANY VOLUME Voice AI answersin one ring Screens the caseRuns the intakeQualifies the claimSchedules attorney review Logged toyour CRM EVERY CALL: TRANSCRIBED · SUMMARIZED · LOGGED TO YOUR CRM
YOUR FREE CALL / WHAT ACTUALLY HAPPENS

Thirty minutes. Here's exactly how it goes.

STEP_01

We learn your calls

A few quick questions about how new-client calls come in, intake, conflict questions, and after-hours calls that currently hit voicemail. No prep needed.

STEP_02

You hear it live

We put a voice agent on a real intake call live, a potential client screened, captured, and routed, so you hear how it handles a new matter.

STEP_03

You get a plan & a number

You leave with the exact first thing we'd build, a ballpark price, and an honest ROI estimate · enough to decide. No contract, no obligation.

AI LEGAL INTAKE

Sign the cases
you're sleeping through.

Thirty minutes, no pitch. We'll map your intake flow and show you what answering every call would change.

Schedule a consultation →
or call us 24/7 · Show number
Schedule a consultation →