AI for law firms: every new-matter call answered
New clients call at 9 p.m. on Sundays and in the middle of your closing argument — not at convenient times. An AI agent answers every call in two rings, runs intake, books consults against attorney calendars, and takes messages for everything else. It never gives legal advice; that boundary is designed in, not bolted on.
The short answer
AI for law firms means intake agents that answer new-matter calls around the clock: they capture client details and matter type, book consultations against real availability, send follow-ups, and route conflict checks and legal questions to your attorneys with a full transcript.
The agent is built to stay in its lane — firm information and scheduling only, never legal guidance — and your firm approves every word of the script before it answers a call.
AI intake for law firms: the front door, covered
Intake is where firms quietly lose money: the caller with a real matter reaches voicemail, dials the next firm on Google, and nobody ever knows. An intake agent answers on the first or second ring, every time — nights, weekends, and during trial. It captures who is calling, what happened, when, and whether anyone else is involved.
The output lands where your team works: a structured intake record with the caller’s story, urgency, and contact details, plus the transcript. Time-sensitive signals — deadlines that smell like statutes of limitation, injuries, arrests — get flagged and routed to a human immediately, by rules you set.
- Captures caller details and matter type into a structured intake record
- Books consultations against your attorneys’ real calendar availability
- Flags time-sensitive calls and routes them to a human instantly
- Sends follow-ups and directions so booked consults actually show up
- Logs every call and transcript to your CRM or practice management system
An AI legal assistant that knows its limits
The “AI legal assistant” label covers a lot of nonsense, so here is ours: it answers questions about your firm — practice areas, locations, hours, how consults work, what to bring — and it schedules. It does not explain the law, predict outcomes, or tell a caller whether they have a case.
Anything that drifts toward advice gets the same response: a respectful deferral and a booked consultation. That boundary is written into the guardrails, tested before launch, and reviewed in the transcripts every month. Callers get honesty and a next step; attorneys get qualified consults instead of casual legal questions answered badly.
AI receptionist for law firms, after hours and at capacity
People rarely need a lawyer at 2 p.m. on a Tuesday. They need one after the accident, after the arrest, after the letter arrives — exactly when your office is closed or your staff are with other clients. An AI receptionist for law firms covers those hours without hiring a night shift.
Urgent keywords route to your on-call number with the caller’s details attached, so the attorney who takes the call already knows the story. Everything else becomes a clean message and a booked callback slot for the morning — so Monday starts with a queue of warm matters, not twelve voicemails.
- Answers calls on the first or second ring, every hour
- Urgent keywords route to your on-call attorney instantly
- Non-urgent callers get a clean message and a callback slot
- Monday starts with a queue of warm matters, not voicemail
Conflict checks and confidentiality, routed by design
The agent collects adverse-party and related-party names during intake, then stops. Running the conflict check is a human job: it routes the names to your staff, who run them through your system the way your ethics rules require. Software that silently cleared conflicts would be a malpractice generator, so ours never does.
Confidentiality is handled the same way — configured, not claimed. Transcripts and intake records live in systems you control, access follows your firm’s policies, and we set the data handling to your requirements at setup. Your firm approves the script word by word before the agent ever answers a call.
Common questions
No. It answers questions about the firm — practice areas, process, availability — and books consultations. Anything that starts to sound like advice gets a respectful deferral and a booked consult with an attorney. The boundary is in the guardrails, and we test it before launch.
It collects the adverse and related party names during intake and routes them to your staff, who run the conflict check in your own system. The agent never clears or rejects a conflict itself — that judgment stays with people.
A flat build quote plus a flat monthly run fee, both in writing before we start. The build covers intake flows, calendar wiring, guardrails, and testing; the run fee covers monitoring, transcript review, and tuning. We scope it on the first call.
Yes — we wire intake records, bookings, and transcripts into the systems you already run, whether that is a major practice management platform or a mix of calendar and CRM. Unusual setups just add build time, which the quote reflects.
Intake records and transcripts stay in systems your firm controls, with access configured to your policies. At setup we walk through data handling, retention, and who sees what — and we configure the agent to your requirements, not to our convenience.
Your emergency rules fire: urgent keywords route the call to your on-call number immediately, with the caller’s details and transcript attached. The attorney decides; the agent just makes sure the call is never missed.
Every new matter answered in minutes, starting next month — book a call.
Book a 30-minute call — we sketch the agent on the call, and you keep the sketch either way.