AI intake for law firms
Collect a useful first enquiry without presenting legal advice as an answer.
Explain practice areas, office process, required documents, consultation steps, and clear legal boundaries while capturing the facts a lawyer needs for review.
More structured enquiries, fewer repetitive intake calls, and a visible boundary between information and legal advice.
Real questions
The questions customers ask before buying
Do you handle cases like mine?
What documents should I prepare?
How does the first consultation work?
When will a lawyer contact me?
Setup
Three steps you can verify
- 01
Define scope and disclaimers
List practice areas, excluded matters, jurisdictions, intake rules, and the exact situations that require urgent human contact.
- 02
Collect facts, not conclusions
The assistant records contact details and a short case summary without deciding merits, deadlines, conflicts, or strategy.
- 03
Route for professional review
The firm reviews the enquiry before any engagement, advice, or representation is confirmed.
One platform
From the first question to the next step
Chatbot
Answers on your website, uses your knowledge base, and captures leads.
Voice Receptionist
After activation, handles supported phone calls in the configured voice.
Automation
Prepares an email, quote note, or appointment proposal for approval.
FAQ
Common questions
Does the chatbot give legal advice?
No. It shares firm-approved general information and gathers an enquiry. A qualified lawyer handles case-specific advice.
Does submitting a chat create a lawyer-client relationship?
No. The page should state that representation begins only after the firm's conflict check and signed engagement process.
Can we control data retention and access?
Tenant data is isolated and access is role-controlled. Enterprise retention or contractual requirements are scoped before launch.