AI Intake Agents for Law Firms
Firm-branded AI voice agents that answer inbound calls and run consented outbound follow-up to qualify leads, book consults, and warm transfer when appropriate. Designed to support after-hours coverage and reduce missed opportunities, while keeping expectations conservative and measurable.
AI agents disclose they are AI and request explicit recording consent. Designed for scheduling, routing, and qualification support, not legal advice. The firm controls scripts, consent, and DNC compliance. We do not guarantee results.
Answer Faster. Qualify Better. Follow Up Consistently.
Most intake breakdowns are operational: missed calls, slow response, inconsistent screening, and weak follow-up. AI intake agents act like a virtual receptionist and follow-up team that works from firm-approved scripts and rules, then routes to humans when needed. The goal is not more volume. The goal is better qualification, higher show rate, and fewer viable matters slipping through.
Meet Your AI Intake Team
Firm-branded agents configured for your scripts, rules, and escalation logic.
Intake Qualifier
Inbound Triage
Answers inbound calls, confirms basic details, and routes by matter type using firm-approved scripts.
Follow-Up Agent
Outbound Re-engagement
Runs consistent follow-up for missed calls and form fills where the firm has appropriate consent.
Booking Agent
Scheduling & Confirmation
Books consults and callbacks, reduces back-and-forth, and confirms next steps with clear expectations.
Escalation Router
Warm Transfer & Priority
Transfers live to a human for high-intent matters or schedules urgent callbacks based on your configuration.
What AI Intake Agents Can Handle
Inbound and outbound calling tasks aligned to intake operations, with conservative guardrails and escalation to humans.
Inbound Answering and Triage
Answer new inquiries, confirm basic details, route by matter type, and schedule the next step using firm-approved scripts.
Lead Qualification and Case Fit
Ask high-level, non-sensitive questions to determine fit and urgency, then route qualified matters to the right team member.
Booking and Scheduling
Book consults and callbacks, reduce back-and-forth, and confirm next steps with clear expectations.
Follow-Up Calls
Run consistent follow-up for missed calls and form fills, and re-contact leads where the firm has appropriate consent.
Warm Transfer and Escalation
When configured, transfer live to a human for time-sensitive or high-intent matters, or schedule an urgent callback.
Client Service Routing
Handle routine inbound requests and route to the correct staff member, without collecting sensitive information.
Works With Your Team and Tools
Use AI agents for after-hours coverage, overflow, or structured follow-up. Keep humans for complex conversations and judgment calls.
Small Team or Answering Service
Cover missed calls and after-hours, capture basics, and schedule callbacks without changing your process.
In-House Intake Team
Standardize screening and follow-up so staff focus on viable consults, not repetitive chasing.
Call Center and CRM
Enforce dispositions, routing, and logging so every call is trackable and usable in systems like Clio.
Deployment Playbooks
Each playbook is handled by a purpose-built agent with firm-approved scripts, escalation rules, and conservative guardrails.
New Lead Qualification
Answer inbound calls, confirm basics, and route by matter type and urgency using firm-approved scripts.
Missed Call and Form Follow-up
Run consented follow-up to re-contact leads, schedule callbacks, and reduce leakage from slow response.
Consult Booking and Warm Transfer
Book consults and, when configured, warm transfer high-intent callers to a human.
Client Service Routing
Handle routine inbound requests and route to the right staff member without collecting sensitive information.
How the AI Intake Layer Works
Agents run from firm-approved scripts, dispositions, and escalation rules. They disclose they are AI, request explicit recording consent, and focus on scheduling and routing rather than sensitive detail collection.
When a caller asks for legal advice, attempts to share sensitive information, or needs a human decision, the agent escalates to a human or schedules a callback based on your configuration.
Data visibility is built in. Calls, outcomes, and dispositions are available to the firm in dashboards, with retention controls and delete options.
Example Call Flows
Scenario-based examples to show how agents handle common situations with conservative guardrails and escalation rules.
After-hours new inquiry
Capture basics, set expectations, schedule a callback, and tag disposition for next-day follow-up.
Missed call follow-up
Call back consented leads, confirm intent, book the next step, and reduce leakage from slow response.
High-intent warm transfer
When configured, transfer to a human for urgent matters. Otherwise book an immediate callback.
Client service routing
Route routine requests to the right team member, log the outcome, and avoid collecting sensitive details.