AI Legal Intake
AI client intake that qualifies, screens and writes to your CMS
Reflekt Legal runs intake 24/7 across voice, SMS, WhatsApp, email and web forms, then hands the right attorney a structured, consistent summary of every conversation.
The Intake Problem
Good cases get lost between the first contact and the file
Intake is where firms leak signed cases.
The difference between signing a client and losing one often comes down to who answers first and whether the right questions get asked. Hiring more intake staff or outsourcing to an answering service improves coverage, but operators take messages rather than qualify matters, and the notes rarely reach your case management system.
Incomplete intake notes
A name and a callback number is not an intake. When staff skip qualifying questions, critical case details never make it into your system and attorneys start every consult from scratch.
Slow first response
Most legal inquiries happen outside business hours. When a prospective client waits on a call-back or reaches voicemail, they dial the next firm that answers.
Inconsistent qualification
Without a structured intake flow, screening depends on who picks up. Quality drops when call volume spikes, and every intake specialist asks slightly different questions.
How It Works
From first contact to a structured file in five steps
The same intake flow runs on every channel, at any volume, around the clock. Your firm defines the questions, the qualification rules and the handoff; the AI runs them the same way every time.
Answer every contact request
Every call, text, WhatsApp message, email and web form is answered the instant it arrives, day or night, weekends and holidays included, so no prospective client reaches a voicemail.
Ask practice-area questions
Runs the matter-specific intake questions your firm defines, in the caller’s preferred language, and captures the facts an attorney actually needs to evaluate the case.
Qualify and screen
Identifies the caller type, screens for conflicts and jurisdiction, and separates qualified matters from the rest before they ever reach your team.
Schedule a consult or route
Based on caller type and call outcome, books a consultation on your calendar, live-transfers to the right attorney or department, sends a custom SMS or email, or takes a message.
Write the summary to your CMS
After every conversation, a clean, consistent summary and structured intake data are logged directly into your CRM or case management system. No manual data entry.
Channels Covered
One intake process across every way clients reach you
Prospective clients do not all pick up the phone. Reflekt Legal answers voice, SMS, WhatsApp, email and web forms the instant a prospective client reaches out, so every funnel feeds the same structured intake.
Voice
Answers every inbound call with a natural voice, runs the full intake conversation and live-transfers when a matter qualifies.
SMS
Picks up text inquiries and missed-call texts, asks the same qualifying questions and keeps the thread going until the lead responds.
Meets prospective clients on the messaging app they already use, in their preferred language, without a separate inbox for your staff.
Responds to inbound email leads the moment they land, gathers the missing facts and moves the conversation toward a booked consult.
Web forms
Reaches out to website and ad-listing form submissions right away instead of leaving them in a queue for the next business day.
In the caller’s language
Detects the caller’s language and responds fluently. See all languages
Writes Into Your CMS
Structured intake lands in the systems your firm already runs
Intake only saves time when it lands where your team works. Every conversation is transcribed, summarized and synced natively into your practice-management or intake platform, not exported as a CSV.
New contacts, matter details and consult bookings show up as structured records, ready for the attorney to act on.
See all integrationsPractice-Area Intake
Intake questions tuned to how your practice qualifies cases
A personal injury screen looks nothing like an immigration consult. Each practice area gets its own qualifying questions, routing rules and handoff, so the summary that reaches the attorney already answers what they would have asked first.
FAQ
AI legal intake, answered
What is legal intake software?
Legal intake software handles the first conversation with a prospective client: it answers the inquiry, asks matter-specific qualifying questions, screens the case, books a consultation and records structured intake data into the firm’s CRM or case management system. AI legal intake does this automatically, on every channel, around the clock.
How is AI legal intake different from an answering service or virtual receptionist?
Answering services and virtual receptionists rely on human operators who mostly take messages and are limited by staffing and business hours. AI legal intake answers instantly at any volume, asks the practice-area questions your firm defines, screens for conflicts and jurisdiction, books consultations and writes structured data into your case management system rather than leaving a message.
Which channels does AI legal intake cover?
Reflekt Legal answers voice, SMS, WhatsApp, email and web forms the instant a prospective client reaches out, including nights and weekends, and runs the same intake flow on each one. It converses in the caller’s preferred language, including English, Spanish, Mandarin, Cantonese, Arabic, Persian, Hindi and Punjabi.
Does it write intake into Clio, Lawmatics, Filevine and other case management systems?
Yes. Reflekt Legal writes structured intake natively into Clio, Lawmatics, Law Ruler, Lawcus, MyCase, Lead Docket, BackDocket, Filevine, Litify and Neos. Every conversation is transcribed, summarized and synced automatically with no manual data entry.
Can it screen for conflicts and jurisdiction?
Yes. As part of qualification, the AI identifies the caller type, screens for conflicts and jurisdiction using your firm’s rules, and separates qualified matters from the rest before they reach an attorney.
Is client intake data secure?
Legal intake carries privileged information, so security is a core requirement. Data is encrypted in transit and at rest, your data is not used to train public AI models, and data-retention limits are applied based on your firm policy. See the Security page for the full data-handling posture.
Read more about how data is handled on the Security page.
Keep exploring
Run every intake the same way, on every channel
See AI Legal Intake in Action
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