Use Cases › Automated Client Intake for Law Firms

Automated Client Intake for Law Firms

A potential client calls your firm at 7pm on a Tuesday. Nobody answers. They call the next firm on Google. With AI intake, that lead is qualified, case details collected, and a consultation booked — before your competitor's voicemail finishes playing.

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The Revenue You’re Losing

The average personal injury lead costs $150–$400 to acquire. If 30% call after hours and reach voicemail, you're wasting $4,500–$12,000/month in lost leads.

Best for: Attorneys & legal practices

How the AI System Works

This isn't a chatbot widget you configure yourself. It's a fully built, tested, and deployed system with the following workflows:

01

24/7 intake calls

AI answers, qualifies, and collects case information

02

Conflict check

cross-references new leads against existing client database

03

Practice area routing

routes PI, family law, criminal, etc. to the right attorney

04

Document collection

sends intake forms via SMS/email for digital signature

05

Consultation booking

schedules paid or free consultations on attorney's calendar

Integrations & Tech Stack

Every integration is configured and tested — no API wrestling on your end. We wire it all together.

Vapi n8n Clio MyCase GoHighLevel DocuSign Calendly

Don't see your tool? We integrate with anything that has an API. See our full tech stack ›

Investment & Timeline

💰 Pricing

AI legal intake from $3,000 setup + $347/mo management

⏱️ Timeline

Live in 10–14 business days

🔑 Ownership

Built in your own accounts. Cancel management anytime and keep the entire system.

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Frequently Asked Questions

Is this compliant with attorney-client privilege?
Yes. The AI is configured as an intake tool, not a legal advisor. All communications are encrypted and stored in your firm's systems.
Can it handle multiple practice areas?
Absolutely. We configure separate intake flows for PI, family law, criminal defense, immigration, and any other practice areas you handle.
What about non-English speakers?
Our AI agents support multiple languages including Spanish, which is critical for many practice areas.
Does it integrate with Clio?
Yes. New matters and contacts are created automatically in Clio, MyCase, or your PMS of choice.
Can the AI determine if we should take the case?
It qualifies based on your criteria (jurisdiction, statute of limitations, case type) and flags promising leads for attorney review.

Ready to Build This System?

Book a free 30-minute AI Opportunity Audit. We’ll show you exactly how this system works for your business, with real numbers and a clear implementation plan.

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