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Legal
AI automation for law firm intake and operations.
Connect limited, firm-approved intake details, assigned follow-up and consultation preparation with your existing systems. Support one office or multiple practice teams while lawyers retain conflict review, client acceptance and legal judgment.
IntakeFirm-approved details
ReviewProfessional decisions retained
StaffFollow-up ownership recorded
Workflow goals to validate in your pilot.
Looking specifically for phone coverage? Explore AI receptionist for law firms. This page covers the wider intake, scheduling and operational workflow.
Law firms, automated
Every inquiry captured. Attorneys decide.
Intake handled. Judgment stays with your attorneys. 1:00
The problem
Where work gets stuck.
Inquiries, repeated entry and handoffs that deserve a closer look in your legal workflow.
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Repeated entry leaves intake records and follow-up disconnected.
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A transfer or task can remain unresolved without an accepted owner.
The system
What we put in place.
Connected automation, shaped around the way your team already works.
Limited intake questions and staff review defined by the firm.
Practice-area routing and assigned tasks through supported systems.
Approved consultation preparation after the firm's review.
In practice
One inquiry, end to end.
Automation connects routine steps while your team owns decisions and exceptions.
Illustrative operating workflow. Automation does not clear conflicts, accept representation or provide legal advice. The firm defines its review and information-handling procedures.
Initial inquiry recorded
Capture limited, firm-approved administrative details.
Review assigned
Route the record to the firm's responsible intake team.
Firm decision recorded
Keep conflict review and client acceptance with authorized professionals.
Approved next step sent
Create a task or confirm a consultation only after the required review and system confirmation.
What runs automatically
The routine work, handled.
Common legal workflows that can run on their own once the rules are agreed.
Inquiry intake
New inquiries from phone, web and email are captured with the information your firm approves, such as matter type, jurisdiction and contact preferences, and logged before anyone reviews them.
Routing by practice area
Each inquiry goes to the right attorney or intake coordinator based on your rules, with the full record attached instead of a forwarded voicemail.
Consultation scheduling
Once your team approves a consultation, scheduling, confirmations and reminders run automatically against the attorney's availability.
Follow-up and status
Prospects who have not booked or returned documents get the follow-up your firm approves, and the matter record shows what was sent and when.
What stays with your team
People keep the judgement calls.
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Conflict checks and the decision to accept a client.
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Any legal advice or assessment of a case.
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Fee discussions and engagement terms.
Go deeper
Answering the phone in your sector.
A closer look at how call answering, qualification and booking work for legal.
Questions
Legal automation, answered.
No. It collects approved intake information and explains next steps. Questions about a case are passed to the firm, and the system says so to the caller.
It can gather the names and details your conflict process needs and put them in front of the person who runs the check. The check and the decision stay with the firm.
Yes. A solo attorney often benefits most from consistent intake and scheduling, because there is no one else to catch a missed inquiry during court or meetings.
More industries
Built for the way each business works.
Connect the work.
Keep your team in control.
Bring one workflow from your business. We will map how intake, CRM updates, scheduling and follow-up could connect around your tools and people.