Solutions · Legal Intake

Never miss a case
again.

When an injured person calls a law firm and gets voicemail, they call the next firm on the list. Your intake agent answers every call in one ring, runs your qualification script with empathy, books the consultation, and delivers the full picture to your team.

24/7intake, weekends included
25+voice languages
100%of calls transcribed & summarized
Live demo

Hear it yourself

Press Initiate call - an injured caller qualified and booked, start to finish.

Your live call transcript will appear here.
Listen to our AI agents. This is a sample — start free to build your own.
Intake only
no legal advice, by design
The intake problem

The caller who hangs up
signs with someone else.

Legal marketing gets people to dial. What happens in the next thirty seconds decides whether the case is yours - and most firms lose it to a ringtone, a time zone, or a language.

A missed call is a signed competitor.

A missed intake call is a case your competitor signed. Callers rarely leave voicemail - they hang up and redial the next ad, and by the time you call back they've already told their story to another firm.

Accidents don't happen 9-to-5.

Nights, weekends, and holidays are when people finally have time to call - after the ER visit, after the kids are asleep, after the adjuster's third voicemail. If your intake sleeps, your pipeline does too.

English-only lines lose claimants.

Spanish-speaking callers hang up on English-only lines - and they're some of the most underserved claimants. An intake agent that greets them in their language keeps a case your competitors never even hear about.

How it works

From first ring
to booked consultation.

Your intake process, run on every call: your questions, your qualification rules, your calendar - with the empathy an injured caller deserves at 11 PM.

1

The call comes in

Any hour, answered in one ring. The agent greets the caller in a calm, empathetic tone your firm approves - and lets them tell their story before a single form question.

2

Qualify

Your script: what happened, when, injuries, treatment, police report, representation status. Disqualifiers are handled gracefully per your rules - never a cold "we can't help you."

3

Book

A consultation goes straight onto your calendar, with confirmation and a what-to-bring checklist emailed on the spot. Hot leads are warm-transferred to an attorney when one is available.

4

Deliver

Transcript, summary, and every qualification answer land in your case management or CRM by webhook - so follow-up starts before the caller has hung up.

Guardrails, not guesswork

Intake only.
Never legal advice.

Every script ships with one hard rule: the agent gathers facts, sets expectations, and books - it never interprets the law, values a claim, or predicts an outcome. What it says is what your firm approved, on every call, at any hour.

  • Never gives legal advice - a hard rule in every script. It gathers facts, sets expectations, and books the consultation where the advice actually happens.
  • Your qualification criteria - not the AI's judgment. Accept, decline, and escalate rules come from your intake playbook, word for word.
  • Practical caller protection you approve - like reminding callers not to give the other insurer a recorded statement. You hear it in the demo above; your firm writes the version your callers hear.
  • Confidentiality-minded - recordings, transcripts, and retention stay under your control, handled the way your firm handles every other client communication.
  • Dignity for every caller - disqualified callers get a respectful close and a referral message you write, so every contact leaves with your firm's name intact.
No legal advice, by design Your script, verbatim Retention under your control
Intake rulesAlways on
Rule Existing representation → polite decline script
Rule Statute concern → flag + attorney review
Rule Hot case criteria met → warm transfer now
Rule Outside practice area → your referral script
Gate Legal questions → "that's for your attorney at the consultation"
Purpose-built

Everything an intake
desk actually needs.

Qualification scripts per practice area

Personal injury, immigration, family, criminal defense, mass tort - each with its own questions, disqualifiers, and urgency rules. One number, the right script every time.

Calendar booking

Consultations land on the right attorney's calendar - by practice area, availability, and your assignment rules - with confirmation and a preparation checklist emailed to the caller.

Hot-lead warm transfer

When a caller meets your hot-case criteria and an attorney is available, the agent transfers live - and briefs the attorney with everything gathered so the caller never repeats their story.

Case management delivery

Transcript, summary, and qualification answers flow into the tools you already run - Clio, Litify, Filevine, or your own system - via API and webhooks, in real time.

Spanish + 25 more languages

Spanish as a first-class intake line - native script, native-quality voice - plus 25+ languages on voice. Summaries arrive in English for your team, whatever language the caller spoke.

After-hours or full-time

Office-hours aware: take overflow only when your team is swamped, cover nights and weekends, or answer every call end to end. You choose the coverage; change it any time.

Personal injury Immigration Family law Criminal defense Mass tort
Questions firms ask

The straight answers.

No - and it can't be talked into it. Every script ships with a hard rule: the agent gathers facts, sets expectations, and books the consultation. When a caller asks "do I have a case?" it explains that's exactly what the attorney will answer at the consultation - and books it. Intake only, by design.

Yes - it's your script, your disqualifiers. Each practice area gets its own questions, accept and decline rules, and urgency triggers, written from your intake playbook and approved by your firm before a caller ever hears a word.

Whatever your rules say. When a caller meets your hot-case criteria, the agent warm-transfers to an available attorney with a full briefing, or books the earliest priority slot on the right calendar - and flags the matter so your team sees it first thing.

Recordings, transcripts, and retention stay under your control - kept as long as your policy says and no longer. The agent only says what your firm approved, and intake data flows to your systems, handled the way you handle every other client communication.

Yes - via API and webhooks. Transcript, summary, and qualification answers are delivered to the tools you already run - Clio, Litify, Filevine, or your own system - in real time, so follow-up starts before the caller hangs up.

Yes. It's office-hours aware: run it nights and weekends only, as overflow when your intake team is on other calls, or on every call around the clock. Many firms start with after-hours and expand once they see what was slipping through.

As a first-class intake line - native script, native-quality voice, not translated English. Beyond Spanish, voice agents speak 25+ languages, and call summaries arrive in English for your team regardless of the language of the call.

Days to weeks, not quarters. We start from proven intake flows, adapt them to your qualification script and referral messages, connect your calendar and case management, and go live on one line - after-hours is a common first step - before expanding.

Plans are on our pricing page, with custom pricing for high-volume firms. The honest math for most practices: intake pays for itself the first time it answers a call that would have gone to voicemail.

Your next case is calling.
Answer it.

Bring your intake script and the hours you're missing. We'll bring a working intake agent you can call before the meeting ends.

Book a demo
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