AI client intake for law firms, with hard limits.
Missed calls cost small firms clients, and answering fifty calls to find one serious one costs attorneys their day. AI can fix the front end of intake. It must never advise, price or sign, and for many firms an off-the-shelf plan beats anything custom.
What the system may do, and what it may not.
Draw the line at what the system does, not how it sounds. If it gathers facts and books an approved slot, you have a fast, consistent receptionist. If it advises, prices or signs, you have handed part of your licence to a vendor’s model.
It may
- Answer when nobody in the firm can, including after hours.
- Ask every caller the same factual questions, in the same order, and read them back for confirmation.
- Hand you a structured summary instead of a voicemail.
- Book a slot you approved in advance, marked provisional until a human runs conflicts.
- Push the intake into your case management system, if that is the gap off-the-shelf tools leave.
It may not
- Tell the caller they have a case, or that the firm can help.
- State a deadline or limitation period, or anything else they could rely on as advice.
- Quote a fee, discuss a rate, or negotiate terms.
- Send or execute a retainer. The system drafts; a human sends.
- Decide whether to take the matter. That is the attorney’s call.
The reasoning, with real attorney questions and published vendor prices, is in Should my law firm use AI for client intake?
Start small, and find out first.
We have not built an intake system for a law firm. Nothing here is a case study, and being told to buy an off-the-shelf plan instead is a real outcome of the first step.
Free AI audit
Free · 5 minutes
About fifteen questions. Shyam studies your setup and emails a written audit within two business days. Often the answer is an off-the-shelf plan, not custom software.
Full audit
$500
Read-only access to your systems, your top 3 opportunities ranked by ROI, a 90-day roadmap and a fixed pilot quote. Credited against the pilot if you proceed.
Pilot
Typically $3,000–$8,000 · 2–6 weeks
One scoped piece, fixed-quoted before we start. For intake that means structured capture and booking, never qualification scoring or fee agreements.
Bring your call volume, how many calls reach a person, and your average value per call. Already know what you want built? Tell us directly.
Find out whether AI intake is worth it for your firm.
About fifteen questions, five minutes. If the honest answer is an off-the-shelf plan or answering the phone better, the audit will say so.