Experience AI-Powered Client Intake
Listen as our founder role-plays a law firm owner interviewing our AI assistant for the crucial role of managing their firm's client intake
Ready to Interview Emma for Your Firm?
Experience firsthand how our AI intake assistant can transform your client acquisition process
Call now to interview Emma for your firm's AI intake assistant role
Comprehensive Client Intake
Transform your client acquisition with AI-powered intake that qualifies leads, routes outcomes, and works across all channels.
Includes web form qualification
Additional usage pricing:
• $1 per voice call
• $0.50 per text conversation
Powerful Features
Intelligent Qualification
AI automatically qualifies prospects based on your criteria and practice areas
- • Custom qualification rules
- • Conflict checking
- • Budget assessment
- • Urgency detection
Smart Outcome Routing
Automatically route qualified leads to the right next step
- • Schedule appointments
- • Send retainer agreements
- • Assign to attorneys
- • Create matters in your CMS
All Channels Covered
Meet clients where they are with omnichannel intake
- • Web forms
- • Voice calls (AI receptionist)
- • SMS conversations
- • Live chat widget
Seamless Integrations
Connect with your existing tools and workflows. Our client intake system integrates with leading legal software.
And many more integrations available. Don't see your tool? Let us know!
How It Works
Client Reaches Out
Whether through your website, phone, or text, our AI engages immediately to gather essential information
AI Qualification
Our AI asks the right questions to qualify the lead, check for conflicts, and assess urgency
Smart Routing
Based on qualification, the system automatically schedules appointments, sends retainers, or routes to the right attorney
Seamless Handoff
All information is organized and synced to your case management system, ready for you to begin work
Ready to Transform Your Client Intake?
Join our partner network and get immediate access to the Comprehensive Client Intake suite