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AI for law firms that handles intake while you're in court

A potential client calls after an accident or an arrest, gets voicemail, and calls the next firm on the list. We put AI on intake, scheduling and routine paperwork so the right cases reach an attorney and the wrong ones get a polite referral.

Get a free AI audit →What missed calls cost

Where the money leaks today.

And the AI that plugs each one. Every fix connects to the tools you already run on.

Intake calls come in while the attorney is in court or a deposition, and the caller hires whoever picks up first.

An AI receptionist answers every call, collects the facts of the matter, the opposing party and any deadlines, and books a consultation on the right attorney's calendar.

AI receptionist
Staff lose hours on calls about matters the firm does not handle.

AI screens each caller against your practice areas and case criteria, sends the strong ones to an attorney right away, and gives the rest a referral.

Custom AI agents
Conflict checks wait until someone has time to search the client list, so consultations get pushed.

Every new intake is checked against existing clients and adverse parties automatically, and anything close gets flagged for an attorney before the consult is booked.

AI workflow automation
Paralegals retype the same facts into engagement letters, demand letters and intake forms.

AI drafts first versions of engagement letters, intake summaries and routine documents from the intake notes, for an attorney to review and sign.

Custom AI software
Consultations that did not sign are never followed up, and the retainer goes to another firm.

AI follow-up reminds unsigned prospects about the next step, resends the engagement letter link, and alerts staff when someone is ready to retain.

AI lead follow-up

A normal day, with AI working.

  1. 8:20 AM

    Overnight, a caller was hurt in a rear-end crash on the Palmetto. The AI took the date, the insurance details and the injuries, ran the conflict check and booked a 10 AM consultation.

    AI receptionist
  2. 11:00 AM

    The attorney is in hearings all morning. An existing client texts asking when the next court date is, and gets the date on the firm calendar after confirming who they are.

    AI chat and DMs
  3. 2:40 PM

    A paralegal opens the new matter and finds the intake summary, the conflict result and a draft engagement letter already waiting for review.

    Custom AI software
  4. 6:30 PM

    A consultation from last week still has not signed. A reminder goes out with the engagement letter link, and the partner gets a note the moment it is signed.

    AI lead follow-up

What are missed calls costing you?

Move the sliders to match your business. It's the same math we use in the free audit, with your real call logs.

12
$60
40%
Left on the table, per year$14,976

About $1,248 a month. An AI receptionist answers every one of those calls.

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What we'd set up first.

AI receptionist

Answers calls and texts day and night, in English and Spanish

How it works
Custom AI agents

AI that does one real job in your business, by your rules

How it works
AI workflow automation

Scheduling, quotes, invoices, reminders and data entry, done for you

How it works
Custom software with AI built in

Booking, POS, CRM, apps and portals built around how you work

How it works
AI lead follow-up

Replies to new leads in seconds and follows up until they book

How it works
AI consulting and audit

A free AI audit, then a plan with a fixed quote

How it works

Questions owners ask.

Will the AI give legal advice?
No, it is set up to gather facts, schedule and answer questions about the firm, like hours, practice areas and what to bring to a consultation. When a caller asks whether they have a case or what they should do, it says an attorney will answer that and books the consultation. Your attorneys review its scripts before launch.
Is client information kept confidential?
Intake data goes into systems your firm controls, with access limited to the people you choose. We walk your attorneys through where every piece of data is stored and which AI provider processes it, and every conversation is logged for review. The setup follows your bar's confidentiality and advertising rules, and nothing goes live until you approve it.
Does it work with our case management software?
If your case management system has an API, the AI creates contacts and matters inside it and books consultations on the attorney calendars you already use, in Outlook or Google Calendar. If it does not, intake summaries go to a shared inbox or spreadsheet. The free AI audit maps your intake from first call to signed retainer and shows where it connects.
Can it take intake from Spanish-speaking callers?
Many South Florida clients would rather explain an immigration problem, an accident or a family matter in Spanish. The AI takes the full intake in Spanish, and your attorney gets an English summary with the caller's own words kept for the file. If your firm has a Spanish-speaking attorney, those consultations can route to them first.
What about calls we don't want, like vendors or cases we don't take?
The AI screens them politely. Vendors get an email address, and callers with matters outside your practice areas get a referral to the local bar's lawyer referral service or to a firm you name. Your staff stops losing afternoons to calls that could never become a case.
What does AI intake cost for a small firm?
Pricing depends on the setup: intake calls only, or intake plus conflict checks, document drafting and follow-up. The free AI audit reviews how intake works at your firm today, including what happens to calls after five, and gives you a fixed quote before any work begins.

We work with law firms in Miami, Doral, Hialeah, Coral Gables, Kendall, Fort Lauderdale, Boca Raton, West Palm Beach, Orlando and Tampa, and remote across the US. Looking for websites, SEO and ads instead? Marketing for law firms.

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