Audexly/Use Cases/Legal & Professional Services

Inbound call automation for law firms.

Firms and practices where initial client intake determines case quality — and missed calls mean missed revenue.

CLIENT INTAKECASE SCREENINGATTORNEY ROUTING

The problem

Law firms live on intake. A potential client calling about a personal injury case, a contract dispute, or a custody matter is almost always calling multiple firms. The first one to answer, ask the right questions, and convey competence gets the retainer. If that call goes to voicemail, the client moves on — they're in a moment of urgency and they're not leaving a message.

Most small to mid-size firms rely on a receptionist or paralegal to handle intake calls alongside other responsibilities. During court appearances, depositions, or lunch breaks, the phone goes unanswered. Firms that use answering services get basic messages but no qualification — the attorney still has to call back and spend 10 minutes determining whether the case is even a fit.

  • Prospective client calls go unanswered during court hours and after 5 PM
  • Answering services capture names and numbers but no case details
  • Attorneys spend 10–15 minutes per callback qualifying cases that don't fit
  • High-value case inquiries mixed in with existing client calls and vendor solicitations
  • No structured intake data — case type, incident date, and jurisdiction captured inconsistently

What changes with Audexly

The voice agent handles initial intake on every prospective client call. It identifies case type, qualifies key facts — incident date, jurisdiction, existing representation — and routes qualified leads to the appropriate attorney with a structured intake summary.

  • Every prospective client call answered immediately, 24/7
  • Case type and key facts captured in a structured intake format
  • Cases that don't match the firm's practice areas declined gracefully
  • Qualified leads routed to the right attorney based on case type and availability
  • Full intake summary pushed to your case management system
Example Deployment

Personal injury firm — 8 attorneys, intake-heavy practice.

A personal injury firm receiving 40+ prospective client calls per day from TV ads, Google Ads, and referrals, with a two-person intake team handling phones during business hours.

The situation

The firm was spending heavily on advertising but losing a significant percentage of the leads it generated. The intake team could only cover 8 AM to 5 PM, and call volume peaked in the evenings when potential clients got home from work. Of the calls that were answered, the intake team captured inconsistent information — some calls had detailed notes, others had just a name and number. Attorneys were spending the first 10 minutes of every callback re-qualifying the case.

After deployment, the voice agent handles all prospective client calls, screens for case type and statute of limitations, captures incident details and medical treatment status, and routes qualified cases to the appropriate attorney. Cases outside the firm's practice areas receive a polite decline with referral suggestions.

Prospective client calls answered~60%
After deployment>97%
Avg. time to qualify a lead~12 min (attorney callback)
After deployment~2.5 min (automated intake)
Intake completion rate~45%
After deployment~89%
Live call transcript — inbound #0712
AGENTThank you for calling Caldwell & Associates. Are you calling about a legal matter we can help with?
CALLERYes, I was in a car accident about two weeks ago and I think I need a lawyer. Someone at the hospital mentioned I should call.
AGENTI'm sorry to hear about your accident. I can help get some information to see how our attorneys can assist. First — was anyone else involved in the accident, and was a police report filed?
CALLERYes, the other driver ran a red light. The police came and filed a report.
✔ Case type identified — motor vehicle accident, potential liability on third party
AGENTUnderstood. Have you received any medical treatment since the accident?
CALLERI went to the ER that night and I've had two follow-ups with my doctor. They're saying I might need physical therapy for my neck.
AGENTThat's helpful to know. And just to confirm — you haven't spoken with or signed anything from the other driver's insurance company?
CALLERThey called once but I didn't talk to them. I wasn't sure if I should.
AGENTThat was a good instinct. I'd like to schedule a consultation with one of our personal injury attorneys. They can review the details and walk you through your options. I have availability tomorrow at 2 PM or Thursday morning at 10. Which works better?
CALLERTomorrow at 2 works.
✔ Consultation booked — 03/14 2:00 PM → routed to attorney J. Caldwell (PI team)
AGENTYou're confirmed for tomorrow at 2 PM with attorney James Caldwell. Can I get your full name and the best number to reach you?
CALLERMaria Gonzalez, 555-0319.
AGENTThank you, Maria. You'll receive a confirmation text with the office address and a few documents to bring. In the meantime, don't speak with the other driver's insurance company — your attorney will handle that. Is there anything else?

Want to see how this would work for your firm?

We'll walk through your intake process, discuss case management integration, and show you what a deployment would look like.