Grow your firm with AI while keeping the human touch

AI employees that turn your firm's inbound calls and digital leads into signed clients.

TRUSTED BY LEADING LAW FIRMS

Intake is the foundation for any firm

Your AI receptionist handles inbound conversations from calls, ads, and webforms

It qualifies prospects, captures details, and routes calls dynamically, all within your CRM (client relationship manager).

The hidden cost of intake

Poor intake is silently costing your firm thousands every month

Around 30% of potential clients never convert because calls go unanswered.
Up to 40% of marketing spend is wasted on leads that are never followed up.
Hiring and training more intake staff just to keep up raises costs further.

The solution

AI that you and your clients can trust

Our AI receptionist is built on a purpose-built legal intake dialogue engine, configured to your firm’s intake script and qualification rules, so every caller is handled accurately and professionally.

<30

second response time

75%

Higher response rate from dormant leads

11%

Increase in Cases Signed

How your AI receptionist works

Step 1

Handle every contact request

Your AI receptionist proactively reaches out to leads from all your funnels, including phone lines, webforms, email, and ad listings.

Step 2

Real Time Qualification and Smart Call Routing

Your AI receptionist identifies caller type and routes calls based on your firm’s rules.

Step 3

Customized Handoff

Based on the caller type and call outcome, your AI receptionist can handle live transfers, schedule appointments, send custom SMS/email, or take a message.

Step 4

Centralized in your CRM or CMS

After every conversation, your AI receptionist logs important information directly into your CRM (client relationship manager) or CMS (case management system).

Step 5

Follow up with signed clients

Your AI receptionist follows up with clients for missing information and creates tasks to track treatment progress or document obtainment.

Tailored to your practice

Explore how our AI Employees work within your practice

Explore your practice

Integrations

No additional dashboard to learn and manage.

All work done within your CMS

Don't see your CMS or integration? Let us know and we'll help you get connected.

Quick recap

What your AI receptionist does for your firm

Answers every call, webform, and ad lead 24/7
Qualifies prospects in real time and routes each caller to the right person
Logs every conversation straight into your CRM or CMS
Follows up with signed clients so nothing slips through

Frequently asked questions

How does the AI handle calls?

It answers inbound calls 24/7, identifies the caller type, qualifies the lead in real time, and routes each call based on your firm’s rules: live transfer, scheduled consultation, SMS/email, or a message.

Which systems does it integrate with?

It works inside your existing CRM (client relationship manager) or CMS (case management system), including Clio, Lawmatics, Filevine, MyCase, Litify, and more, logging every conversation automatically.

What results can I expect?

Firms typically see faster response times, more re-engaged leads, and more signed cases; see the metrics above. For context on why intake matters, see the American Bar Association on client intake and retention.

Is my firm and client data secure?

Yes. Your data is not used to train public AI models, and we apply data-retention limits based on your firm policy.

See all FAQs

Scale your practice. Keep your touch.

Interview your AI Employee