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