AI Intake & Lead Follow-Up for Law Firms
Flat pricing quoted up front. Month-to-month, no long contracts, live in about two weeks.
For a small law firm, the expensive problem isn't getting inquiries — it's what happens in the first hour after one arrives. Someone fills out your contact form about a car accident, or calls about a custody question, and the response comes tomorrow, because everyone at the firm was billing today. Studies of legal intake keep finding the same thing: a large share of inquiries to law firms never get a response at all, and the client usually signs with the first firm that treats them like they matter.
You went to law school to practice law, not to be a call center. This is the part AI does well.
What AI intake does at a small firm
It responds to every inquiry — web form, call, text, or DM — in seconds, any hour, and runs the intake conversation you'd want run:
- Answers immediately. The person who just searched "divorce lawyer near me" at 9 p.m. gets a real response at 9:01, not a callback window.
- Asks your screening questions. Practice area, jurisdiction, timeline, the basic facts — whatever your intake sheet asks today, asked consistently every time.
- Filters what you can't take. Wrong practice area, wrong state, matters you don't handle — declined politely, with a referral pointer if you want, before they cost anyone a minute.
- Books the consultation. Qualified potential clients go straight onto the calendar, with the intake summary attached so you walk in already knowing the shape of the matter.
- Follows up until there's an answer. The polite persistence nobody at the firm has time for — it keeps checking in until the person books or says no.
- Flags the urgent ones. Certain matters can't wait for a scheduled consult. Those get escalated to a human immediately, with notes.
Every conversation is summarized and logged, so intake stops living in one paralegal's head.
The line it never crosses
This matters more in law than anywhere else: it does not give legal advice. Not "you probably have a case," not "that sounds like negligence," nothing. It gathers facts, sets expectations about process, and books the conversation with the actual lawyer. It's also explicit with people that it's an intake assistant, that contacting the firm doesn't create an attorney-client relationship, and that details will be reviewed by an attorney — the same disclaimers your intake process should carry anyway, applied every single time without fail. Client information is handled on secure, established infrastructure and stays yours.
That consistency is the underrated part. A tired human doing intake at 4:50 p.m. improvises. This doesn't.
Works with how your firm already runs
It connects to your existing forms, phone number, and calendar, and plays nicely with the practice management tools small firms actually use — Clio, MyCase, PracticePanther, or a plain spreadsheet. We build your screening logic with you, you review how it handles test conversations, and it goes live only when you're comfortable. Most firms are running in about two weeks.
What it costs
From $1,200 setup, then from $299 a month, flat and month-to-month. Against the numbers at a firm this is the easiest math on this site: if your average matter is worth a few thousand dollars in fees, one signed client a year that would otherwise have gone to the faster firm covers it several times over. Most firms are losing more than one a year to slow intake.
Common questions from firms
Is this ethical to use? Intake and scheduling aren't the practice of law — the same work a non-lawyer receptionist or intake service already does, minus the improvisation. You define exactly what it may and may not say, and the no-legal-advice line is enforced mechanically, not by training and hoping.
We already use an answering service. An answering service takes a message a human reads later — the delay survives. This runs the actual intake conversation and books the consult while the person is still engaged.
Can it handle calls too, not just forms? Yes. Pairing it with the AI Front Desk covers the phone the same way — many firms run both as one setup.
What about conflicts checks? It collects the names and details a conflicts check needs and puts them in front of your team before the consult. The check itself stays with you, where it belongs.
If you want to know what your firm's response time actually is right now — most owners guess wrong — start with the free 15-minute AI audit. We'll look at how inquiries flow into your firm today and tell you honestly where the leak is.