Solutions
Law Firms automation
Legal intake AI that keeps judgment with the firm
Respond faster to new matter inquiries while keeping legal advice, conflicts, and sensitive decisions under human control.
Step 1
Capture inquiry
Step 2
Collect approved intake fields
Step 3
Classify practice area
Step 4
Route owner or booking step
Step 5
Write CRM summary
Pain points this solves
Consultation requests waiting in inboxes
Incomplete intake details
Manual routing
Legal questions mixed with scheduling
Metrics to track
First response time
Consultations booked
Intake completion rate
Escalation accuracy
Guardrails
Do not give legal advice
Escalate conflicts and sensitive facts
Use approved intake questions
Log source and consent
Implementation context
Built around the workflow, not just the tool
Website forms
Phone system
HubSpot
Cal.com
Slack
Answer-ready FAQs
Questions buyers ask about this solution
Can law firms use AI intake without giving legal advice?
Yes. The workflow should collect intake context, route requests, schedule consultations, and escalate legal questions to the firm.
What should legal intake AI escalate?
It should escalate legal advice requests, urgent deadlines, sensitive facts, conflicts, angry prospects, and anything outside approved intake rules.