Skip to content

    Law Firm AI Intake

    AI Intake for Law Firms

    Answer calls 24/7, capture case details, screen for fit, book consultations, and keep your pipeline updated automatically, without adding staff.

    • 24/7 answering and intake summaries
    • Case screening and routing by practice area
    • Consultation booking into your calendar
    • CRM updates with notes and outcomes

    Built for firms that need speed, screening, and consistency

    24/7Always AvailableCapture every case inquiry

    What you get

    A complete intake flow that captures case details, screens for fit, books consultations, and keeps your pipeline updated automatically.

    • 24/7 call answering

      Never miss urgent calls, after-hours inquiries, or high-value cases.

    • Case-type qualification

      Collect key facts, identify urgency, and filter out poor-fit leads.

    • Consultation booking

      Automatically book consults based on your availability and rules.

    • CRM and intake logs

      Contacts, summaries, and outcomes are logged so your team can follow up fast.

    See it on your calls.

    Free 20-minute audit

    We look at how your calls get answered today and where people slip through.

    Frequently asked questions

    What does an AI intake assistant do for a law firm?

    It answers calls and web inquiries 24/7, captures key case details, screens for fit, books consultations, and sends the intake summary to your team automatically.

    Can it route leads to the right practice area or attorney?

    Yes. It can ask qualifying questions and route by case type, urgency, location, language, or availability, then assign the lead to the right person or pipeline stage.

    Does it integrate with Clio or other legal tools?

    It can integrate through workflows and APIs to push intake notes, contacts, and tasks into CRMs and practice tools. We connect to your current stack and keep it simple.

    How do you prevent low-quality leads from wasting time?

    The assistant can screen for common disqualifiers, collect required details upfront, and only book consultations for leads that meet your criteria.