Built for Law Firms

Every intake call. Qualified.

A voice agent trained on your firm's intake process — case fit screening, fact gathering, consult scheduling, conflict checks. Books straight to an attorney's calendar. Live on your phones in 72 hours.

Sample: Personal injury intake call
0:20 · MVA case, consult booked

What it sounds like on a personal injury intake.

Diana was in a car accident two days ago and needs a lawyer. Here's how the agent handles the case-fit screen, through to a consult.

Caller · 9:51 AM"I was in a car accident two days ago and I think I need a lawyer."
ScheduleIX"I'm sorry that happened. I can help. First — are you safe and getting medical care?"
Caller"Yeah, I'm banged up. Went to the ER."
ScheduleIX"Good. A few quick questions — was a police report filed?"
Caller"Yes. And I was the passenger."
ScheduleIX"Got it. I'm putting you with Adam, our senior intake attorney — he has 11am tomorrow. We'll send the transcript so you don't have to repeat this."
✓ Routed to Adam · 11am consult held · Transcript shared · Conflict check queued

Trained on your intake playbook.

Not a generic bot. Trained on real legal intake protocols, case-fit criteria, statute-of-limitations rules, and empathetic conversation flow. Speaks the language.

01

Case-fit screening

Screens for practice area fit — PI, family, immigration, employment — and only books consults with the right attorney.

02

Fact-gathering flow

Follows your intake questionnaire naturally in conversation. Captures dates, injuries, police reports, insurance — everything the attorney needs.

03

Statute of limitations

Calculates SOL from incident date automatically. Escalates cases with imminent deadlines. Never lets a live one age out.

04

Conflict check queued

Every intake auto-queues a conflict check with the caller's name and adverse parties before the consult happens.

05

Clio · MyCase sync

Creates prospective clients, logs intake notes, schedules consults — all in the case management software you already use.

06

Empathetic tone

Voices tuned for emotionally sensitive calls. Slow down, ask about safety first, never rush. Callers rarely realize.

LEGAL INTAKE PACKAGE
Priced to your call volume
Flat monthly rate · month-to-month · quoted on your kickoff call
  • Up to 5 voice agents · 24/7
  • Clio, MyCase, or PracticePanther sync
  • Case-fit & SOL screening
  • Automatic conflict check queuing
  • Consultation confirmations & reminders
  • Live on your phones in 72 hours
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