First Response, Any Hour
Every enquiry gets a real reply within seconds, by phone or form, including weekends and the middle of a hearing.
For Law Firms
Legal intake automation, from first contact to booked consultation.
Most firms do not lose enquiries on skill or price. They lose them on availability. Automating intake means every enquiry is answered, screened and booked the moment it arrives, whoever is free.
24/7First response, including nights and weekends
100%Of enquiries screened against the same criteria
3–4Weeks to a live intake flow
0Enquiries sitting in a voicemail box
The problem
The enquiry does not wait for office hours.
Somebody who has just had an accident, been dismissed, or been served with papers does not shop carefully. They contact the first few firms they find and instruct whoever answers, sounds competent, and gives them a date.
That moment almost never coincides with a moment your team is free. It is a Saturday, or during a hearing, or at eleven at night. The enquiry becomes a voicemail, and voicemails convert badly.
Automated intake removes the dependency on somebody being available. The enquiry is answered, screened against your criteria, and either booked or referred out, before a competitor has returned the call.
What gets automated.
The routine capture and routing. The judgement stays with the firm.
Screening Against Your Criteria
Practice area, jurisdiction, dates, insurance status, value threshold. Applied identically on every enquiry rather than depending on who picked up.
Conflict-Safe Capture
Collects the identifying details your conflict check needs and flags anything questionable for a human decision. It never clears a matter itself.
Consultation Booking
Offers real availability from the right fee earner’s diary, books it, and sends confirmation with what the client needs to bring.
Structured Intake Records
A clean, consistent record in your case management system, in the same shape every time, ready for whoever picks the matter up.
Referral Routing
Out-of-scope matters get a polite decline and, where you want it, a referral to a partner firm. Logged either way.
How we build it.
1 · Map your intake
We walk through how enquiries actually reach you today, what you ask, and where matters currently fall through.
2 · Encode the criteria
Your screening rules become explicit logic, including what should never be answered without a qualified person.
3 · Connect the systems
Clio, MyCase, PracticePanther, Filevine, Actionstep, or a webhook bridge where no API exists.
4 · Run and refine
We review transcripts and intake records weekly for the first month and tighten the criteria against real enquiries.
Questions we get a lot.
What is legal intake automation?
It is the process of handling a new client enquiry without a person having to be free at that moment: answering it, asking your screening questions, capturing the details a conflict check needs, booking a consultation if the matter qualifies, and writing a structured record into your case management system. The firm still decides everything; the automation removes the delay and the inconsistency.
Does this replace a paralegal or intake coordinator?
No. It handles the first response and the routine capture, which is the part that has to happen immediately and often cannot. Your intake staff then work from complete, consistently structured records instead of chasing voicemails. Firms usually redeploy that time onto qualified matters rather than reducing headcount.
How does it stay on the right side of giving legal advice?
The boundary is designed in. It gathers facts, asks approved screening questions and books consultations. 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 rather than an answer.
How are conflicts handled?
It collects the identifying details you specify, full names of all parties, dates and matter type, and can query your practice management system for a preliminary check. Potential conflicts are flagged for a human decision. It never clears or declines a matter on its own.
Which practice areas benefit most?
Anywhere speed to contact decides who gets instructed: personal injury, family, immigration, employment, criminal defence and conveyancing. High-value corporate work with long relationship cycles benefits less, though after-hours coverage still helps.
Is client data kept confidential?
Data is encrypted in transit and at rest, retention is configurable, and access is restricted. Because intake conversations may attract privilege, we scope the exact configuration, including region of storage for GDPR, with you before launch and document it.
How long does it take to set up?
A focused intake flow for one or two practice areas is typically live in three to four weeks, including integration and testing against real enquiry patterns. We pilot on a test number and a sandbox record set before anything reaches a real client.
How many enquiries reached you outside office hours last month?
Most firms cannot answer that, which is the point. We will map where enquiries currently arrive and what happens to each one.
Book a Free Intake Audit