AI Automation for law firms

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An AI agent that answers every call and chat, qualifies the matter, books the consultation and follows up until the client signs. Your attorneys spend their time on cases, not on chasing leads.

Today
Lead callsIn courtVoicemailNext firmLost case
Intake depends on who is free
With an AI agent
AnsweredConsult booked
Every enquiry, weekends too

Qualifies like your intake team

Practice area, jurisdiction, dates and conflicts questions, asked your way, with a clean summary in Clio before the consult.

Never gives legal advice

The agent explains your process and books time with a lawyer. It doesn't advise on the case, and says so.

Confidential by design

Conversations stay in your systems, providers don't train on your data, and you control what the agent can read.

What's included: From first call to signed engagement.

  • 24/7 intake: Calls, web chat and texts answered at once, with qualifying questions per practice area.
  • Consult booking: Qualified leads book straight into the right attorney's calendar, with reminders.
  • Lead follow-up: Leads who didn't book or sign get timely, compliant follow-up until they decide.
  • Document automation: Intake forms, engagement letters and first drafts assembled from the matter details.
  • Client updates: Status updates for routine questions, so clients stop calling to ask where things stand.
  • Reviews: Review requests at the right moment and drafted replies that respect confidentiality.

AI intake agentAnswering service
AnswersAI intake agentEvery call and chat, at onceAnswering serviceCalls, when staffed
QualifiesAI intake agentYour questions, per practice areaAnswering serviceName and number
Books consultsAI intake agentInto your calendarAnswering serviceSends a message
Follows upAI intake agentUntil the lead decidesAnswering serviceNo
CostAI intake agent$2,490 / month, flatAnswering servicePer minute or per call
  • Clio
  • Clio Grow
  • MyCase
  • Lawmatics
  • PracticePanther
  • Filevine
  • CallRail
  • Microsoft 365
  • Google Workspace
  • DocuSign
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FAQ

All questions

Yes, for the intake part: answering, asking your qualifying questions, checking basic eligibility, booking consultations and following up. Decisions on whether to take a case stay with your attorneys.