For a law firm, the first phone call is often the only chance to win a client. People looking for legal help are frequently stressed and short on time, and if nobody answers, they move on to the next firm in their search results. An AI voice agent makes sure every potential client reaches someone — day or night — and that your team gets a clean intake record to work from.
What an AI intake agent does
- Answers every call, including after hours and during court days
- Gathers intake details: name, contact information, and the type of matter
- Asks your screening questions to see whether the matter fits your practice areas
- Books a consultation or routes urgent matters to the right attorney
- Politely redirects callers whose matter you don't handle
Set clear boundaries: intake, not advice
An intake agent should never give legal advice, and it's important that callers understand that. We configure the agent to explain that it's collecting information for the firm, to avoid commenting on the merits of a case, and to leave any questions about the law to an attorney. Its job is to listen carefully, capture the facts, and get the caller to the right person.
The agent's job is to make sure no potential client falls through the cracks — the legal work stays with your attorneys.
Screening that matches your practice
Every firm screens differently. A personal injury practice may want to know when and where an incident happened; a family law practice may need to understand the stage of a proceeding. We build your screening questions into the agent so each inquiry arrives with the details your team needs to decide on next steps. Your staff still make the final call on conflicts and whether to take a matter.
Handling urgent calls
Some calls can't wait — an arrest, an imminent deadline, a hearing tomorrow. You define what counts as urgent, and the agent transfers those callers to an attorney or on-call staff immediately, or takes a priority message when no one is available.
A complete record of every inquiry
Each call is recorded and transcribed with a summary of the matter, so your intake team can review inquiries quickly and follow up with the strongest leads first. You control how recordings and transcripts are kept, and it's worth confirming the call-recording consent rules for your state as part of setup.