AI agents for law firms
Every call answered. Every new matter routed to the right lawyer.
An AI intake agent that picks up on the first ring, works out who is calling and why, captures the matter, and sends it to the lawyer or partner who handles it — with a transcript your team can review before calling back.
- Build the agent yourself in five minutes — no card
- Never gives legal advice or quotes fees
- Matches callers to your lawyers by practice area
- Summary and transcript after every call
The client who calls at 6:15 pm hires whoever answers.
- 6:15 pm
- Caller: “I was rear-ended on Tuesday and I don’t know what to do.”
- 6:15 pm
- Agent: takes the name and callback number, asks when and where, asks who else was involved.
- 6:16 pm
- Agent: “I can’t advise on the claim itself, and this call doesn’t make us your lawyers — but I’ll have the right lawyer call you back.”
- 6:17 pm
- Jane Smith, personal injury partner, has the summary and the transcript in her inbox.
After hours
New clients call in the evening and at weekends, when nobody is at the front desk.
First to answer
Someone with a new matter often calls several firms. The one that answers usually gets the consultation.
Right lawyer, first time
No more forwarding emails around the office to find out who handles a slip-and-fall.
Call classification
It knows who is calling before it takes a message
Every call is classified first, then handled with the script that fits it.
Potential new client
Full intake, conflict-check names, deadline check, then matched to the lawyer who handles that practice area.
Existing client
Takes a message for their lawyer by name, never discusses the file, and flags anything time-sensitive.
Court, opposing counsel or another lawyer
Captures who is calling, on which matter and the callback details, and sends it straight to the responsible lawyer.
Vendors, solicitors and spam
Politely declines and ends the call, so your lawyers only hear about calls that matter.
Dispatch between lawyers and partners
From ringing phone to the right lawyer’s inbox
The agent prepares the intake, chooses the lawyer, and emails them the call. Your partners stay in control: the firm gets a copy of every call and can pass any lead to another lawyer.
- 1
Answers every call
Day, night and weekends, in a natural voice with your firm name. No hold music, no voicemail.
- 2
Classifies and runs intake
Works out who is calling and why, then asks your intake questions one at a time.
- 3
Chooses the right lawyer
Matches the matter to your list of lawyers and partners by practice area, and names them in the summary.
- 4
Delivers the lead
The assigned lawyer gets an email with the summary, the caller’s number and the full transcript, and your firm gets a copy.
- 5
Stay in control
Every email names who the call went to and why, so a partner can hand it to someone else, and leads can be reassigned in the agent portal.
Example call summary
Potential new client. Rear-ended on the highway last Tuesday, has medical bills, no court date yet. Other party: Acme Freight. Callback 205-555-0142 after 5 pm.
Case type: Personal injury — car accident
Assigned to: Jane Smith (partner, personal injury)
Why: Matter matches her practice area
Sent to: Jane Smith, copy to the firm
Agent portal
One place for every call, lead and lawyer
Your firm signs in to the agent portal to see everything the agent handled.
Your lawyer roster
Every lawyer and partner with their practice areas, so the AI knows who handles what.
Every call and lead
Caller, matter type, deadline, assigned lawyer and status on one screen.
Manual or AI dispatch
Keep the agent’s choice, reassign a lead to a colleague, or send it to intake for review.
Transcripts and recordings
Read or listen to any call, so a lawyer can review exactly what was said before calling back.
Deadlines first
Callers with a court date or limitation deadline are flagged for a same-day callback.
Usage you can audit
Calls, minutes and monthly totals per agent, with nothing hidden.
Privacy and confidentiality
Built for attorney-client confidentiality
A law-firm agent has stricter rules than any other receptionist we build. These are on by default in every law-firm agent, on top of any rules your firm adds.
- Never gives legal advice, an opinion on the merits of a case, or a fee quote beyond what your firm approves
- Asks for a one-sentence description of the matter only — never the full story or documents on the call
- Tells every potential new client that the call does not create an attorney-client relationship
- Never confirms whether someone is a client and never repeats one caller’s details to another
- Collects the names of other parties so your team can run a conflict check before calling back
- Recordings and transcripts are stored privately and are only visible to your firm’s users in the agent portal
- Passwordless sign-in to the portal (Google or a one-time email code), and each firm can only see its own calls
- Callers describing an emergency are told to hang up and call 911
Best practice
Using AI intake responsibly
Bar guidance on AI, including the ABA’s Formal Opinion 512, comes down to confidentiality, supervision and competence. Here is how firms put that into practice with an AI receptionist.
Supervise it like staff
Treat the agent like a non-lawyer assistant: a named lawyer owns its script, reviews call summaries and signs off on changes.
Keep intake minimal
Collect what you need to call back and check conflicts — not the facts of the case. Privileged detail belongs in a conversation with a lawyer.
Disclose the recording
Several states require every party to consent to a recorded call. Add a short recording notice to the greeting if you record.
Say it is not advice
A one-line disclaimer at the end of every new-client call avoids any suggestion that the firm has taken the matter.
Route by practice area
Give the agent a clear roster so every lead reaches the lawyer who will actually take it, with a fallback to intake.
Review the transcripts
Read a sample of calls each week in the first month and tune the script; that is how the best firms get to near-zero missed leads.
This page is general information, not legal advice. Check your state bar’s rules on AI, advertising and call recording.
Build it yourself
Your firm’s agent, drafted in five minutes
- 1Pick the practice areas the agent can take a matter in
- 2Pick a voice and a name for your receptionist
- 3Review the intake script we draft for those practice areas
- 4Add your lawyers so every lead reaches the one who handles it
- 5Book a fifteen-minute call and we put it on a real number
Questions law firms ask
Will the AI give legal advice to callers?
No. It is instructed never to give legal advice, never to comment on whether someone has a case, and never to quote fees beyond what your firm tells it to say. Those questions are passed to a lawyer.
How does it know which lawyer should get the call?
You give it your lawyers and partners with the practice areas each one handles. The agent matches the caller’s matter to that roster, names the lawyer in the call summary, and existing clients who name their lawyer go straight to them. If nothing fits, it goes to your intake contact.
Can a partner change who a lead goes to?
Yes. Every call summary names the lawyer the agent chose and why, and your firm gets a copy, so a partner can pass it to someone else. We can also set up live transfer, so urgent callers are put straight through to whoever is on duty.
Is caller information kept confidential?
Yes. The agent never repeats a caller’s details to anyone else, collects only what is needed for intake, and recordings and transcripts are stored privately and shown only to your firm’s portal users.
What happens after I build the agent?
You get a fifteen-minute setup call. We put your agent on a real phone number you can dial yourself, trained on your website, your intake script and your lawyer roster, with an email summary after every call. Nothing goes live and no number is bought until a lawyer at your firm signs the script off.
What does it cost?
We quote per firm on the setup call rather than publishing a plan: what a firm pays depends on call volume, how many practice areas the agent intakes for, how big the roster is, and whether you want live transfer. Building the agent and the setup call are free, and there is no contract.
Stop losing new matters to voicemail
Draft your firm’s AI intake agent now; we put it on a number you can call yourself.
Build my firm’s agent