AI Intake System for Law Firms

Your case leads go cold
while your team sleeps.

Every minute you wait after a lead submits an intake form, your chance of signing the case drops. We build custom AI intake systems for law firms. Every new case lead gets a call within 15 seconds, qualifies through your intake script, books a consultation, and syncs notes to Clio or your case management system. You own the source code. No subscriptions.

AI Intake Assistant

Hear the call your leads would get

Enter your number and our AI intake assistant will call you within 15 seconds — the exact call your firm's new leads would receive.

US numbers only

Free, no obligation. We'll call once — to show you the demo. Your number is used only for this call.

  • Calls back within 15 seconds
  • AI intake assistant available 24/7
  • Your number is used only for this demo call — never shared, never resold
Built-in TCPA Controls
15-Second Response
Books Consultations Automatically
Integrates with Clio & Lawmatics
Source Code Included
No Subscriptions
21×
MIT Research

Contacting a lead within 5 minutes is 21× more effective than waiting 30. In personal injury and mass tort, the firm that reaches the injured party first usually signs the case. No human intake team does this at 2 AM. AI does.

How it works

Three things happen automatically — every time, day or night

Step

01.

A lead submits your intake form.

From a Google Ads campaign, a Meta ad, your website, or a referral — at 3 PM or 3 AM, it doesn't matter.

Google AdsMeta AdsWebsite FormReferralEmailLinkedInLive ChatCold Call
Step

02.

The AI calls within 15 seconds.

An AI voice agent calls immediately, runs your firm's intake script — case type, date of incident, injuries, prior representation — qualifies the matter, and books a consultation on the spot.

Active call — 2:34

Lead

Sarah Mitchell

Status

Qualifying

Script

PI Intake Script

Booking

In progress…

Step

03.

Consultation booked. Intake notes logged.

A calendar invite lands with the lead and your team. A full structured intake summary and transcript go straight into Clio, Lawmatics, or your case management system. Zero manual data entry.

What the firm sees after the call

LeadSarah Mitchell
MatterAuto accident — rear-ended, 2 days ago
Called at11:47 PM
Duration4 min 32 sec
QualifiedYes — injuries reported, within SOL, no prior counsel
ConsultationThu, May 22 at 3:00 PM EST — calendar invite sent
Clio updated
TranscriptAvailable
RecordingStored securely

Diagram

How the full system works — end to end

Every step is automated. Every step is built for how a law firm runs intake.

intake/events/lead_submitted.ts
TRIGGER
AI Intake Assistant

Lead submits your intake form — at any hour

Google Ads · Meta · website · referral
agents/ai_caller/dial_lead.ts
RESPONSE
AI Intake Assistant

AI calls back within 15 seconds, automatically

No human required · 24 / 7 / 365
scripts/qualification/pi_intake_v3.ts
QUALIFY
AI Intake Assistant

Runs your intake script — questions, language, logic

Your criteria · qualified matters route forward
integrations/calendar/book_consult.ts
BOOK
AI Intake Assistant

Books the consultation on the spot, during the call

Calendar invite sent to lead and attorney
crm/clio/push_intake_notes.ts
SYNC
AI Intake Assistant

Intake notes pushed to your case management system — zero manual entry

Transcript · recording · structured intake data

The system integrates with any case management system that has an API. Every step — the intake questions, the qualification logic, the conflict-check, the booking flow, the case management fields — is built specifically for your firm.

Integrates withClioClio GrowLawmaticsFilevineCASEpeerany API

Use cases

Four ways law firms use AI intake right now

Case intake is the core use case. The same system also handles consultation reminders, lead reactivation, and after-hours overflow.

Most popular

Inbound case intake + consultation booking

Lead submits an intake form → AI calls within 15 seconds → qualifies the case with your script → books the consultation → sends a calendar invite to both sides. Your attorneys only speak with pre-qualified, expecting clients.

Active call — 2:34

Lead

Sarah Mitchell

Status

Qualifying

Script

PI Intake Script v3

Booking

In progress…

Every system we build is custom. If your firm has an intake process, we can automate it.

Configuration

Built for your firm. Not a template.

Every parameter is configurable. This isn't a SaaS product you adapt yourself — we build to your firm's exact intake process.

Intake script

Your intake questions, your conflict-check questions, your jurisdiction's language

Qualification logic

Custom criteria — case type, statute of limitations, prior representation

Booking flow

Integrate with Calendly, Google Calendar, or your own system

Case management integration

Clio, Clio Grow, Lawmatics, Filevine, CASEpeer, MyCase — or any system with an API

Calling hours

TCPA-conscious by timezone, fully configurable

Retry logic

How many attempts, intervals, fallback to SMS

Voice & language

Tone, pacing, language — sounds like your firm

Post-call actions

Email, SMS, case management update, PDF intake report — all automated

Why calling wins

A form collects data. A conversation signs the case.

AI Voice Call
Web Form
Answer quality
Follow-up questions asked in real time
Incomplete, vague answers
Lead relationship
Conversation builds confidence to retain
No trust, no connection
Data consistency
100% structured intake output, every time
Inconsistent data quality
Response time
Called within 15 seconds, around the clock
Lead waits hours for a callback
Booking
Consultation booked during the same call
No consultation booked

Ownership

Every other tool rents you software. We hand you the keys.

When we're done building — the source code is yours. Deploy it, modify it, scale it. No platform to depend on. No subscription that doubles next year.

Pay once. Own forever.

One build fee. After that, your only cost is per-minute usage — no platform fee, no annual renewal, nothing.

Cost itemAmount
Build feeOne-time
Per minuteunder $0.10
Platform fee$0 / month
Annual renewal$0 / year

Source code is yours.

Every line belongs to your firm. Any developer can read it, change it, or audit it. You are never locked in.

your-intake-system/
├──agents/ai_caller.ts
├──scripts/pi_intake_v3.ts
├──integrations/clio/push_notes.ts
├──config/firm_settings.ts

Your infra. Your data.

Calls, transcripts, and recordings live on your servers — not a third-party platform you can't audit.

Call recordingsYour server
TranscriptsYour server
Intake notesYour case management
Lead dataYour infra

Who this is for

If a potential client fills out a form and someone at your firm has to call them back — this is built for you.

High-volume intake. Paid ad campaigns. Referral pipelines. Any practice area where speed-to-lead decides who signs the case.

Personal injury
Immigration
Mass tort
Family law
Criminal defense
Employment law
Workers' comp
Estate planning

Why custom

SaaS gives you a template. We build your firm's system.

Pricing

Own it. Pay a fraction of the cost.

Synthflow

Popular no-code AI calling platform. Renting their infrastructure.

$0.45

per minute

What you get

  • No source code
  • Monthly platform fee
  • Vendor lock-in

Your Own System

Built by us

Built to your spec, source code delivered. One build fee — then it's yours, forever.

under $0.10

per minute

What's included

  • Source code — 100% yours
  • No monthly platform fee
  • Fully customized to you

SimpleTalk

Simpler AI calling SaaS. Still subscription-based with no code ownership.

$0.25

per minute

What you get

  • No source code
  • Monthly platform fee
  • Vendor lock-in

Bland AI

Developer-focused AI calling API. Still a third-party dependency.

$0.12

per minute

What you get

  • No source code
  • Monthly platform fee
  • Vendor lock-in

Our per-minute rate is all-in — it already includes telephony and call infrastructure. No separate Twilio bill, no add-on fees, no monthly platform fee. The build fee is one-time; after that, the per-minute rate is your only cost.

High call volume? We tailor the build to your scale — let's talk numbers

FAQ

Frequently asked

Get started

Stop losing cases to the firmthat calls back faster.

Book a free 15-minute intake automation review. We'll look at your current intake flow, identify where leads drop off, and show what an AI intake system would look like for your firm.

Fixed price. Source code included. No lock-in.

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