Legal intake

AI Receptionist for Law Firms — Intake & Screening

Give law firms a governed intake layer that screens matter type, captures client details and routes qualified matters without promising legal advice.

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Screen matter type and urgency

Capture practice area, jurisdiction, conflict-check basics and preferred contact method through a reviewable flow.

  • Classify personal injury, family, criminal and civil intake paths
  • Collect contact, opposing party and incident details for review
  • Route conflicts, urgent matters and retainer questions to staff

Keep intake privileged and scoped

Isolate each firm workspace, restrict knowledge to approved FAQs and disclose AI handling where required.

Hand off with the full intake packet

Transfer live or create a callback task with transcript, collected fields and outcome so attorneys start with context.