AI Intake for Law Firms
Every missed call is a potential client walking to a competitor. We set up AI intake that answers calls, web chat and texts around the clock, captures the details your team needs, and routes qualified matters to the right person. It collects information and flags possible conflicts for attorney review; it does not give legal advice.
Where legal practices lose clients
- After-hours intake calls go to voicemail — and voicemail converts poorly
- Paralegal hours are tied up on initial intake instead of billable case work
- Conflict checks are manual, slow, and error-prone
- Follow-up on prospective clients slips through the cracks
- Lead source tracking is inconsistent across channels
How the AI Intake Stack Solves It
Each pain point above gets a purpose-built solution in the Intake Stack — tuned to your vertical.
- AI answers calls, web chat and texts, captures intake details, and escalates qualified matters to your team
- Collects the party names needed for a conflict check; possible conflicts are flagged for attorney review
- CRM routing tags matters by practice area so paralegals see qualified leads only
- Automated follow-up sequences keep prospective clients warm without manual effort
- Source tracking across channels into one dashboard
Example Workflows
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Personal injury firm: after-hours intake captured, pre-screened for statute-of-limitations concerns, booked for paid consults
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Family law practice: intake collects contact details and matter type, then routes urgent matters to the attorney on call
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Small litigation boutique: collecting party names at intake lets your team run conflict checks before a consult is booked
Guides for Legal
Practical reading on lead response, intake and what it costs.
- Clio Grow AI for Law Firm Intake: What It Does, How It Bills, and What to Ask Before You Turn It On
Clio Grow AI answers website chat, email and (in the US) phone inquiries inside Clio Grow, screens leads and books consultations, and bills per hired matter. Here is what Clio's own help pages say, how it compares with Lawmatics, and the questions to ask any intake vendor.
- Law Firm Intake: What to Automate, What to Keep Human, and What Happens in Between
Not everything in law firm intake should be automated. But most of it can be — and the distinction matters more than most firms realize. Here's how to draw the line.
- Law Firm Chatbot and AI Intake Ethics: What You Can Automate and What the Bar Opinions Say
A plain-English guide for managing partners: the ABA rules behind AI intake, a dated timeline of the bar opinions on chatbots and AI (2010 to 2026) with links to each primary text, what AI can and can't handle in intake, and a setup checklist to take to ethics counsel.
- Website Design for Law Firms: What Works, What Wastes Money
Most law firm websites are designed to impress other lawyers. Here's what actually works for the clients you're trying to reach — and where most firms overspend.
- 5 Signs Your Law Firm's Intake Process Is Costing You Clients
Many law firms lose prospective clients during intake without knowing it. These five signs show where prospects drop off and what the fix looks like.
- Why Law Firms Are Losing Clients After Hours (And What the Fix Can Cost)
People looking for a lawyer at night often contact several firms, and a fast, useful reply has an edge. In Clio's 2024 secret-shopper test, about two-thirds of firms never answered an emailed inquiry.
Legal AI Intake: Common Questions
Straight answers on what it does, compliance, integrations and cost
What does AI intake for a law firm do?
It answers calls, web chat and texts at any hour, collects contact details, matter type and the party names your team needs for a conflict check, and routes qualified matters to the right person or books a consultation. It collects information; it does not give legal advice.
Is AI intake consistent with attorney ethics rules?
That depends on your jurisdiction and how the system is configured. Duties around confidentiality, prospective clients and supervising non-lawyer assistance (ABA Model Rules 1.6, 1.18 and 5.3, and ABA Formal Opinion 512 on generative AI) apply to the firm, so we flag the requirements during the audit and design the flow to collect only what intake needs. Your ethics counsel should review the final setup.
Which tools does it connect to?
Calendars such as Google Calendar, Cal.com or Calendly, and CRMs such as HubSpot, Pipedrive or GoHighLevel. Legal practice-management tools such as Clio or Lawmatics are scoped during the audit, depending on what their APIs allow.
How much does it cost?
Setup starts at $2,500 and plans start at $900 a month for up to 150 AI-handled calls, then $2 per additional call. Connections to platforms such as ServiceTitan or Clio are quoted on a scoping call. If you want to confirm the fit first, the 2-week AI Readiness Audit (from $2,500) comes before any build, and up to 40% of the setup price is credited if the build starts within 90 days. We show your own break-even before you commit.
Ready to Convert More Calls Into Clients?
Book a 2-week AI Readiness Audit and walk away with a written roadmap tailored to your practice.