AI Receptionist for Law Firm Intake
Collect basic matter details and contact information while clearly avoiding legal advice, attorney-client promises, and case acceptance claims.
New consultation inquiry
Service: Potential client intake
Area: California
Summary: Prospect shared matter type, general timeline, opposing party names, and preferred contact method.
This is a fictional demo. The AI collects information; a person confirms every final decision.
Turn common website questions into organized follow-up
See a controlled legal-intake workflow that gathers initial facts and routes every final decision to the firm.
Capture consistent intake information
The receptionist follows the business’s approved facts and asks for human confirmation when information is missing or changes in real time.
Flag urgent deadlines for human review
The receptionist follows the business’s approved facts and asks for human confirmation when information is missing or changes in real time.
Avoid legal advice and case-acceptance promises
The receptionist follows the business’s approved facts and asks for human confirmation when information is missing or changes in real time.
Talk to the sample receptionist
Use fictional information. Test routine questions, unavailable facts, pricing, scheduling, and a request for human follow-up.
More than a generic “we got your message” email
Contact information
Name, email, phone, requested service, location or service area, and preferred timing.
AI summary and next step
A concise intake summary plus a suggested human follow-up based on the submitted details.
Full conversation
The dashboard preserves the visitor’s questions and the receptionist’s answers for context and quality review.
Train the same workflow with your facts
Your private dashboard lets you define business hours, locations, service areas, inventory rules, pricing authority, booking rules, policies, credentials, and handoff triggers.
Hosted page, AI chat, request form, dashboard, lead emails, and embed code included.
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A person remains responsible for final service, pricing, scheduling, safety, and regulated decisions.
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