Controlled AI-assisted intake for law firms

AI receptionist & intake for law firms. Turn more enquiries into reviewable consultations.

LegalFlow connects first response, firm-approved intake, consultation scheduling, human escalation, and case-system handoff, without giving legal advice or replacing attorney judgment.

Works with your existing number
Firm-approved intake criteria
Structured data for staff review
Immediate human escalation

The cost of silence

Intake breaks when response and follow-through disconnect.

Prospective clients need a timely, considered first response. Voicemail, callback queues, and inconsistent data capture make that response fragile.

Missed calls = lost clients

When a prospective client reaches voicemail, the firm has no control over whether they wait, call back, or move to the next result.

After-hours goes dark

Time-sensitive enquiries do not wait for office hours. A responsible workflow must acknowledge the caller and escalate without improvising advice.

Reception is expensive

A receptionist can only cover one shift. Nights, weekends, overflow, and callback queues still need a reliable operating plan.

Start with intake. Strengthen the workflow.

The first call is one controlled step in the matter journey.

LegalFlow can begin with response and scheduling, then support structured handoff, document collection, reminders, staff review, and reporting, within firm-approved boundaries.

01

Enquiry and approved intake

02

Human review and escalation

03

Consultation and system handoff

04

Follow-up and operational visibility

Deployment

Live in days, not months.

01

Map the intake workflow

We define approved questions, practice-area fit, jurisdiction, urgency, escalation, scheduling, and data handling with your firm.

02

Configure and evaluate

AI-assisted intake, calendar and case-system handoff, consent language, and human escalation are tested before live traffic.

03

Launch with oversight

Your team reviews interactions, captured fields, consultations, and exceptions while the workflow is monitored and improved.

Before you decide

The questions a responsible firm should ask.

Straight answers to the questions serious operators ask before changing a customer-facing workflow.

Does LegalFlow give legal advice?+

No. The agent follows a firm-approved intake script, gathers information, explains the next administrative step, and escalates when required. It is not positioned as a lawyer.

How are sensitive calls and data handled?+

We minimize collection to what your intake process requires, define access controls and retention expectations with your firm, and map the deployment around your confidentiality obligations.

Can it follow our practice-area and jurisdiction rules?+

Yes. Fit criteria, disqualifiers, urgency, geography, and routing are configured around your firm. Edge cases go to a person instead of receiving invented answers.

Will it work with our current phone and calendar?+

In most cases, yes. It can operate behind your current intake line and connect to the scheduling and notification tools your team already uses.

Can we review every interaction?+

Yes. Your team can review recordings, transcripts, captured fields, and outcomes, subject to the recording and consent rules applicable to your jurisdiction.

Built for how law firms actually work

  • 24/7 automated client intake & qualification
  • Firm-defined urgency signals and human escalation
  • Consultations booked directly to your calendar
  • Instant SMS follow-up to every new lead

The connected system

  • Firm-approved response and intake workflow
  • Existing-number forwarding or dedicated line
  • Calendar and supported case-system handoff
  • Human review and escalation paths
  • Recordings, captured fields and audit visibility
  • Monitoring, evaluation and ongoing tuning

See a controlled intake workflow live.

Book a 15-minute demo, or call the agent right now on +1 838-383-9279 and hear exactly how it handles your intake.