AI Intake Desk for Attorneys that never misses a call.
Capture inbound callers day or night, answer firm‑approved questions, schedule the earliest consultation, and route urgent leads using Priority Intake Transfer—a fast YES/NO workflow built for high‑value cases.
- Voice-first intake (24/7/365) with bilingual coverage (EN/ES) and up to 10 simultaneous calls.
- Website AI agent included with the same intake + scheduling logic (no live transfer on web).
- Warm transfer + consult scheduling with CRM + calendar sync for clean intake records.
$999 one-time onboarding • Pricing starts at $1,299/mo • Month-to-month • Flat tiers for predictable billing
Example conversation
Close the responsiveness gap
Your AI Intake Desk captures inbound calls and website inquiries, schedules the earliest consult, and routes urgent leads—without legal advice.
24/7 inbound coverage
Answer every call—after hours, weekends, and holidays—so potential clients never bounce to the next firm.
Website AI agent
Mirror intake + scheduling on your site. If urgency is detected, it escalates to "Call now" and books the earliest consult.
Warm transfer
When you reply YES, the AI connects the caller with context—so you can move fast on high‑intent leads.
CRM + calendar sync
Intake fields and consult bookings land in your CRM and calendar (Clio, Lawmatics, MyCase, etc.).
Priority Intake Transfer
For urgent callers, the AI keeps the prospect engaged while it texts you the essentials. You reply YES to take the call now or NO to schedule the earliest consult. If there's no reply in ~2 minutes, the AI schedules automatically based on your rules.
Designed for high‑value cases without forcing you to answer every call.
How it works
We build your knowledge base by scraping your website, then you approve what the AI can say. Intake is conservative, consistent, and firm‑approved.
Website scrape
pull bios, practice areas, FAQs, hours, locations, and firm policies.
Attorney approval
you confirm accuracy and we lock responses to approved content.
Routing rules
normal intake, consult scheduling, and Priority Intake Transfer for urgent leads.
CRM sync
intake fields and consult bookings stored in your system of record.
Compliance-safe by design
No legal advice. The AI collects intake info, answers firm‑approved questions, and schedules consultations. Anything outside scope is routed to your team or handled via "Call the office" escalation on the website agent.
Warm transfers only happen after you explicitly approve the transfer.
Guardrails
Ensure safe, reliable AI behavior with built-in rules, validations, and controlled responses.
Website knowledge base
We scrape your site and build a structured knowledge base, then you approve the content.
Intake logic
Collect the right fields, route by practice area, and schedule the earliest consult.
Audit trail
Conversation transcripts and outcomes are available so nothing is disputed.
Ring‑delay option
Enable a 4‑ring delay so staff can try first—AI captures if they miss it.
Seamlessly connected with your tools
We play nice with everyone. Sync your data across the most popular CRM, marketing, and calendar platforms.
Frequently Asked Questions
Conservative, clear, and designed for legal intake.
See intake + scheduling in action
Replace this module with a short attorney‑specific clip (30–60 seconds): inbound call → intake → schedule consult → CRM entry.