Law firm intake automation for firms in Sacramento and nationwide. Our AI legal intake system qualifies potential clients around the clock, logs every lead in your CRM, and books consultations — so after-hours PI calls and web inquiries do not go to the firm that answers first.
Accident and injury leads often call at night. Voicemail means they hire the firm that answers first — not yours.
Without upfront AI screening, staff spends hours on cases you will never take.
Leads sit in email, phone notes, and web forms with no single pipeline view in your law firm intake software.
Law firm intake automation connects your website, phone, and CRM so every new-matter inquiry gets the same screening flow — whether it arrives at 2 PM or 2 AM. Instead of a paralegal playing phone tag, automated legal intake asks practice-area questions, checks urgency, collects contact info, and books a consultation on your calendar. Your team gets a qualified lead in the pipeline, not a voicemail to chase tomorrow.
Personal injury & motor vehicle accidents — capture late-night crash calls with urgency screening and same-day consultation booking. Family law — discreet intake questions for divorce, custody, and support matters without putting a paralegal on the phone at 10 PM. Criminal defense — fast response when someone searches for a lawyer from jail or after an arrest. We also configure flows for employment, immigration, workers' comp, and general civil intake.
Each practice area gets its own screening script: conflict checks, statute-of-limitations urgency, jurisdiction, and the questions your intake team already asks — automated so nothing slips through.
Our automated legal intake collects information and books consultations. It does not provide legal advice, form an attorney-client relationship, or make case-value promises. We work with your firm to write intake scripts that match your bar's advertising rules, include required disclaimers where needed, and route urgent matters to on-call staff. You review and approve every question before go-live.
Solo practitioners and small firms (2–15 attorneys) that lose intake calls after hours, rely on paralegals for first-touch screening, or juggle leads across email, voicemail, and web forms. If you are comparing enterprise legal intake vendors and need something live this week — not a six-month rollout — this is built for you.
AI legal intake uses automated chat or reception to greet potential clients, ask screening questions, collect contact details, and route qualified new matters to your CRM and consultation calendar — 24/7.
It replaces manual phone tag with a system that screens every inquiry, logs it in one CRM pipeline, books consultations, and notifies your intake team instantly.
Yes. We configure AI intake, CRM logging, and Calendly booking for solo and small firms without enterprise platforms. Most setups go live in 1–4 days.
Yes. The AI asks practice area, jurisdiction, timeline, and conflict-screening questions you define. Qualified leads sync to CRM automatically.
The system collects information and books consultations — it does not provide legal advice. We configure flows to match your firm's screening process.
Personal injury, family law, employment, immigration, criminal defense, and general civil intake — each flow customized to your criteria.
Answering services take messages. AI legal intake asks your screening questions, logs structured answers in CRM, and books qualified consultations on your calendar — without hourly per-minute fees.
Most law firm intake setups launch in 1–4 days. We handle chat configuration, CRM fields, Calendly routing, and notifications. You approve the intake script before it goes on your site.
No. We connect to Airtable or your current CRM so intake data lands where your team already works. No rip-and-replace.
See AI legal intake on a free 30-minute demo. We will map your intake flow and show a live walkthrough — no pressure.