An AI Answering Service Built for How Law Firms Actually Intake
New-client intake, conflict screening, and consultation booking answered on the first ring, nights and weekends included
Law Firms at a glance
What the agent handles
Fewer intake calls lost to voicemail
Every call is answered live on the first ring, including nights, weekends, and trial weeks when your line would otherwise go unanswered.
Conflicts caught at intake
Names are screened before the conversation gets substantive, so a problem surfaces on the first call instead of three weeks into the matter.
Less non-billable phone time
Attorneys and paralegals stop screening callers who were never in your practice areas and stop rescheduling consultations by phone.
Consultations that start ready
The attorney opens a file that already has the facts, the timeline, the parties, and the conflict-check result in it.
54+ specialized agents on the AllBots platform
What changes when AI answers
Fewer intake calls lost to voicemail
Every call is answered live on the first ring, including nights, weekends, and trial weeks when your line would otherwise go unanswered.
Conflicts caught at intake
Names are screened before the conversation gets substantive, so a problem surfaces on the first call instead of three weeks into the matter.
Less non-billable phone time
Attorneys and paralegals stop screening callers who were never in your practice areas and stop rescheduling consultations by phone.
Consultations that start ready
The attorney opens a file that already has the facts, the timeline, the parties, and the conflict-check result in it.
Spanish-speaking callers kept
Full intake in Spanish means the caller who does not speak English stops going to whoever answered in their language first.
What the Agent Actually Does on a Legal Call
Your phone line carries several different calls that look identical for the first four seconds. A prospective client describing a car accident, an existing client asking whether the court has ruled yet, a process server, opposing counsel, and a wrong number all arrive through the same number. The agent's first job is to tell them apart and route accordingly. New callers get a structured intake: name, callback number, email, how they found the firm, what happened, when it happened, who else is involved, and whether they have spoken with or retained another lawyer. That record lands in your case management system as a lead with the practice area already tagged, so nobody on your team has to retype a message pad. Callers who are already clients get a different path. The agent confirms who they are, takes the question, and routes it to the paralegal or attorney who owns the matter instead of pretending to know the status of a filing. Referral sources, opposing counsel, and vendors get identified and passed through. Everything gets a transcript and a summary, so the first thing your intake coordinator sees in the morning is a queue of qualified matters with the facts already captured, not eleven voicemails to call back. You can hear the same flow on a live line at /demo, and see the wider agent lineup at /agents.
- New-client intake and lead capture with the facts recorded on the first call
- Practice-area qualification and routing to the right attorney or intake queue
- Consultation scheduling against real attorney availability
- Existing-client status calls identified and routed to the matter owner
- Full transcript and structured summary attached to every call
Conflict-Check Screening Before Anything Substantive
This is the part most answering services skip, and it is the part that makes a legal intake agent different from a generic receptionist bot. Before the conversation moves past the surface of the matter, the agent collects the identifying details a conflict check needs: the caller's full legal name, any former names, the names of adverse parties, the names of related businesses or family members involved, the county and court if a case is already filed, and the approximate date of the events. It runs those names against your case management system's contact and matter records and returns one of three outcomes: clear, possible conflict, or hard match. On a clear result the intake continues and the consultation gets booked. On a possible or hard match the agent stops taking substantive detail, tells the caller plainly that the firm needs to complete a check before discussing the matter further, and hands the file to the person on your team who makes that call. Nothing gets scheduled on a flagged name until a human clears it. The check happens in the same call it belongs in, not three weeks later when someone finally reads the file, and both the names screened and the result are written to the intake record so the decision is documented. Related terminology is defined at /glossary if you are comparing vendors on capability rather than marketing copy.
- Collects caller, adverse party, and related-entity names before substantive discussion
- Screens against existing contacts and matters in your case management system
- Halts intake and escalates on a possible or hard match
- Blocks scheduling on any flagged name until a human clears it
- Writes the names screened and the outcome to the intake record
Professional-Responsibility Guardrails
The agent is an intake assistant, and it is built to stay inside that job. It does not answer legal questions, it does not tell a caller whether they have a case, it does not estimate what a claim is worth, it does not quote fees or contingency percentages, and it does not tell anyone what to do before they speak to a lawyer. When a caller pushes for any of that, the agent says it cannot advise on the matter and that an attorney will address it at the consultation, then moves on. It does not hold itself out as a lawyer or a member of your firm. Callers are told at the start of the call that they are speaking with an automated intake assistant for the firm, and the agent repeats that plainly if asked. It is scripted to state that taking intake information does not mean the firm has agreed to represent the caller, and that no attorney-client relationship exists until the firm says so in writing. Intake data is treated as confidential from the first word: encrypted in transit and at rest, access-scoped to the people at your firm who need it, and retained on the schedule you set. Anything time-sensitive breaks the script immediately. A caller who mentions a limitations period, an arraignment, a hearing tomorrow, a restraining order, a filing deadline, or a child-safety concern is escalated to your on-call number or your designated after-hours contact rather than left in a queue for the morning. You configure that escalation list and the disclosure language, and your own counsel reviews both. We build the guardrails and the audit trail; the professional-responsibility judgment stays with your firm, and nothing here is legal advice about what your jurisdiction requires. Our controls are documented at /security and /compliance so the partner who has to sign off can actually read them.
No legal advice, no case evaluations, no fee or settlement quotes
Clear disclosure that the caller is speaking to an automated intake assistant
Scripted statement that intake does not create an attorney-client relationship
Intake data encrypted, access-scoped, and retained on your schedule
Immediate escalation of deadlines, arraignments, hearings, and safety concerns
Disclosure language and escalation paths configured by your firm
Integration With the Case Management System You Already Run
An intake that ends in an email nobody opens is not an intake. The agent writes into the system your firm already works in, so the call becomes a record instead of a note. With Clio it creates the contact and the matter, tags the practice area, files the intake summary and transcript, and books the consultation onto the right attorney's calendar. With MyCase it creates the lead, populates the intake fields, and confirms the appointment back to the caller. With Filevine it opens the project, maps intake answers to your project template's fields, and assigns the follow-up task. With Smokeball it creates the matter and contact card so the file is ready when the attorney opens it. With PracticePanther it captures the lead, tracks it through your intake pipeline, and creates the task for whoever owns first contact. With Litify it writes the intake to the matter object and moves it through your stages. Where a firm runs something else, or runs two systems during a migration, the agent connects through the platform API or through your existing automation layer, and the same intake record can be mirrored to your CRM. The rule is the same everywhere: one call, one record, no double entry, and no lead sitting in a voicemail box that only gets checked when someone remembers.
- Clio, MyCase, Filevine, Smokeball, PracticePanther, and Litify
- Creates contacts, leads, matters, and calendar entries directly
- Files the transcript and structured intake summary to the matter
- Assigns the follow-up task to whoever owns first contact
- Mirrors the intake record to your CRM when you run one alongside
After-Hours, Weekend, and Spanish-Language Intake
Legal problems keep their own hours. Arrests happen at two in the morning, deadlines are discovered on a Sunday, and a caller who has just been served is not going to wait until Tuesday to find a lawyer. The agent answers on the same script at midnight as at noon: full intake, conflict screening, consultation booked into the first slot your calendar rules allow, and immediate escalation on anything urgent. Your team wakes up to completed intakes rather than a callback list, and the caller never hears that the office is closed. Spanish-language intake runs the same way rather than as an afterthought. The agent detects the caller's language and takes the entire intake in Spanish, including the conflict-check names, the disclosure that they are speaking to an automated assistant, and the confirmation of the appointment time. The record written to your case management system is captured so your English-speaking staff can work the file, and the language preference is flagged on the matter so the firm knows to bring an interpreter or a bilingual attorney to the consultation. Firms that were previously losing Spanish-speaking callers to whoever answered in Spanish first stop losing them, and the intake quality is the same in both languages because it is the same flow.
- Same intake script and conflict screening at 2am, weekends, and holidays
- Urgent matters escalated to your on-call contact instead of a morning queue
- Complete intake in Spanish, including disclosures and appointment confirmation
- Language preference flagged on the matter for interpreter or bilingual staffing
- Overflow coverage during trial weeks when your intake line goes unanswered
Why Firms Run This Instead of a Live Answering Service
A live answering service takes a message. That is the whole product, and for a firm competing on response time it is not enough. The person answering does not know your practice areas, cannot tell a viable matter from a caller who needs a different kind of lawyer, has no way to screen a name against your matter list, and cannot put a consultation on a partner's calendar. What you get is a message pad, which means the intake happens a second time, later, by someone you pay more. The agent finishes the work on the first call. It qualifies by practice area, screens conflicts, books the consultation, writes the record, and escalates what cannot wait. It gives the same intake to the eleventh caller of the day as the first, and it does not have an off day. Every call has a transcript, so you can hear what was actually said and tune the script rather than guessing why intake numbers moved. Firms typically see fewer intake calls lost to voicemail, fewer prospective clients who call once and never again, less non-billable time spent on callers who were never going to hire the firm, and consultations that start with the facts already in the file. Plan configurations are at /pricing, and if you want to model the trade-off against your current intake staffing, /roi-calculator lets you run your own numbers instead of ours.
- Intake completed on the first call, not repeated later by billable staff
- Consistent screening quality on every call, at every hour
- Transcripts on every call so you can tune the script with evidence
- Fewer prospective clients lost to voicemail and callback tag
- Less non-billable time spent on callers outside your practice areas
Conflict-Check Screening
Every Law Firms agent also includes
- Case Management Integration
- Practice-Area Qualification and Routing
- Consultation Scheduling
- After-Hours and Weekend Intake
- Spanish-Language Intake
- No-Legal-Advice Guardrails
- Automated Assistant Disclosure
- Urgent-Deadline Escalation
- Call Transcripts and Intake Summaries
All features include unlimited usage, 24/7 support, and regular updates.
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