24/7 First Response
Answers the enquiry the moment it comes in, including nights and weekends when competitors are on voicemail.
For Law Firms
AI intake that captures the case at 2am.
Legal enquiries do not arrive between nine and five. An AI intake agent answers instantly, runs your screening questions, books the consultation, and has the file waiting when you open your laptop.
The problem
In legal intake, speed is the whole game.
Somebody who has just had a car accident, been dismissed, or been served with papers does not shop carefully. They call the first three firms they find and instruct whoever answers, sounds competent, and gives them a date.
Most firms lose those enquiries not on skill or price, but on availability. The call arrives on a Saturday, or during a hearing, or at eleven at night, and goes to an answering machine that converts almost nothing.
An AI intake agent is always the first to answer. It runs your screening questions consistently, books the qualified callers, and refers out the ones you do not want, so your fee earners spend their time on matters worth having.
Intake, screening and booking: every hour of the day.
Case Qualification
Applies your criteria (practice area, jurisdiction, dates, value), separates the matters worth a consultation from the ones that are not.
Conflict-Safe Screening
Collects the identifying details needed for a conflict check and flags anything questionable for a human to decide.
Consultation Booking
Offers real availability from the right fee earner’s diary, books it, and sends confirmation with everything the client needs to bring.
Structured Intake Notes
Produces a clean, consistent intake record in your case management system, not a voicemail somebody has to listen to twice.
Referral Routing
Declines out-of-scope matters politely and, where you want it, refers them to a partner firm, protecting your reputation and the relationship.
Questions we get a lot.
Can an AI agent do legal intake without giving legal advice?
Yes, and the boundary is designed in explicitly. The agent gathers facts, asks your approved screening questions, and books a consultation. It is instructed never to assess merits, quote likely outcomes, or comment on limitation periods. Anything approaching advice triggers a handoff to a qualified person.
How does it handle conflict checks?
The agent collects the identifying details you specify (full names of all parties, dates, matter type), can query your practice management system for an automated preliminary check. It flags potential conflicts for a human decision rather than clearing or declining a matter itself.
Can it qualify cases so we stop wasting consultations?
That is usually the main reason firms buy it. You define what a viable matter looks like (practice area, jurisdiction, date of incident, insurance status, value threshold), the agent applies those criteria on every call. Qualified enquiries get booked; out-of-scope ones get a polite referral, logged either way.
Which practice areas does this suit best?
Anywhere volume and speed-to-contact drive outcomes: personal injury, family, immigration, employment, criminal defence and conveyancing. High-value corporate work with long relationship cycles benefits less from automated intake, though after-hours reception still helps.
Is client confidentiality protected?
Calls are encrypted in transit and at rest, retention is configurable, and access is restricted. Because intake conversations may attract privilege, we scope the exact data-handling configuration (including region of storage for GDPR) with you before launch, and document it.
Does it integrate with our case management system?
We integrate with Clio, MyCase, PracticePanther, Filevine, Actionstep and other systems that offer an API, plus Zapier or webhook bridges where they do not. Every call produces a structured intake record, not a voice memo somebody has to transcribe.
The first firm to answer usually wins the file.
We will build a demo intake agent using your practice areas and screening criteria, so you can hear how it handles a real enquiry.
Book a Free Demo