AI receptionist and intake for law firms
For personal injury, family and immigration firms, the first firm to answer often signs the client. Accidents and arrests do not happen during business hours.
- AI agent
Halvorsen & Teague Injury Law, this is the AI assistant. This call may be recorded. How can I help?
- Caller
I was rear-ended tonight. The other driver’s insurance already called me.
- AI agent
I’m sorry that happened. I can set up a free consultation with an attorney. Were you hurt?
- Caller
My neck hurts. I went to urgent care.
- AI agent
I’ve booked a free consultation at 9 AM and alerted the attorney on call.
- Intake completed
- Consult booked 9 AM
- Attorney alerted
Where law firms lose customers today
Nights and weekends
Accident victims and families in crisis call when it happens, not at 9 a.m. Monday.
Intake bottlenecks
Paralegals spend hours screening calls that are not a fit.
Spanish-speaking callers
Firms lose cases when nobody available speaks the caller’s language.
Built around how law firms work
Every rule below is configurable. You decide what the agent can answer, book or escalate, and what always goes to a person.
Fits your stack. We can connect to tools such as Clio, MyCase, Lawmatics, Filevine, plus your calendar, phone line and CRM, where the vendor provides API access.
- Runs your intake questionnaire: incident date, injuries, insurance, location
- Screens out matters you do not handle and refers them politely
- Books consultations on attorney calendars
- Sends instant alerts for high-value or time-sensitive cases
- Handles intake in English and Spanish
What it looks like when it’s working
Fewer potential clients slip away
Callers in a crisis reach a calm, structured intake at any hour, and urgent matters reach an attorney quickly.
Paralegals spend time on cases
Calls outside your practice areas are screened and referred politely, so staff focus on matters the firm can actually take.
Consultations start informed
Attorneys receive a clean summary of the facts, documents and conflicts information before the first meeting.
Built with the rules in mind. The setup is designed with state bar advertising and solicitation rules in mind. The agent identifies itself as an AI, gives no legal advice, avoids statements about likely outcomes, and makes clear that no attorney-client relationship exists until the firm accepts the matter. Conflict checks, billing discussions and engagement decisions stay with your attorneys.
Where to start for law firms
AI Receptionist
Answers your calls 24/7 on your number, books appointments, replies to texts and hands hot leads to your team.
Learn moreSpeed-to-Lead
Texts every new web, Facebook and Google lead in about a minute, qualifies them, books the appointment and follows up.
Learn moreCRM Setup & Sales Pipeline
A CRM that captures every lead, tracks every deal and runs your follow-up automatically, set up and managed.
Learn moreQuestions from law firms
Will the AI give legal advice?
No. It collects facts and books a consultation. Disclaimers are part of every conversation.
Is intake data kept confidential?
Intake data goes to your own systems with access limited to your firm, and the agent stores only what intake requires. Every conversation makes clear that no attorney-client relationship exists until the firm accepts the matter.
Can it run a conflict check?
It can collect the names of opposing parties and related people and pass them to your conflicts process or practice management system. The decision on whether a conflict exists always stays with your firm. Until conflicts are cleared, the agent avoids collecting detailed confidential facts and tells the caller that someone from the firm will follow up.
Can it follow up with leads who did not sign?
Yes, within your bar's rules and your firm's policy. A typical setup sends a short check-in and an easy way to rebook, and stops immediately when the person declines or asks not to be contacted.
How does it handle someone who is clearly in danger?
It follows a script you approve, which typically directs the caller to 911 or a relevant hotline right away and alerts a designated attorney or staff member. It does not try to counsel the person.
Let’s map what AI can do for your business.
Tell us what you want to automate. We’ll show you a live demo built for a business like yours and send a tailored proposal.