AI Legal Intake Specialist for Law Firms
Make a strong first impression with our AI legal intake specialists. Our 24/7 AI-powered intake service acts as an extension of your firm, ensuring that no potential case is overlooked and that each client interaction is professionally handled, from initial contact to case evaluation.
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#1 AI Legal Answering Agent
Client Screening & Lead Qualification
Law firms often waste time sorting through unqualified leads. legalclerk AI automates this process by collecting key details like incident description, legal issue, and client background, and matching them to your firm’s practice areas. This way, only qualified leads are passed on, saving your team time and helping them focus on the right cases.
Consultation Scheduling and Appointment Management
Automatically schedule consultations based on your attorney availability. Clients can easily book initial consultations through our AI-powered intake system, which integrates with your calendar. Appointment reminders are sent automatically to reduce no-shows, ensuring that consultations are timely and productive.
Proactive Case Follow-Up
After the initial consultation, the AI intake specialist follows up with clients according to your firm’s workflow. This may include gathering additional documents, confirming case details, or advancing the case through your intake process. These follow-ups ensure clients remain engaged and committed to their case while freeing up your team to focus on legal tasks.
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Streamline Your Legal Intake Process
With legalclerk AI, you gain efficiency and improve client conversion by automating critical aspects of the legal intake process. By handling tasks like screening, scheduling, and documentation collection, we help your firm focus on case preparation and client representation without sacrificing quality client service.
How It Works:
Initial Contact & Case Screening:
Our AI legal intake specialists collect all relevant case details—such as incident description, injury type, and jurisdictional information—to assess whether the case aligns with your firm’s practice areas. We screen the potential client based on eligibility, legal merit, and initial documentation.
Consultation Scheduling & Conflict Checking:
The AI automatically schedules an initial consultation based on your firm’s availability and practice area. It can also run preliminary conflict checks to ensure no conflicts of interest before scheduling.
Lead Qualification and Evaluation:
Our AI qualifies leads by analyzing detailed client intake forms and questionnaires. It cross-references responses with your firm’s practice areas and case criteria, ensuring only relevant clients are passed on for further engagement.
Document Collection & Case Preparation:
The AI sends and tracks essential intake forms and documents. From retainer agreements to medical records and accident reports, we gather all necessary documentation for case review before the consultation, saving time for your attorneys and ensuring they have everything needed to evaluate the case.
Follow-Up and Case Advancement:
Post-consultation, our AI legal intake specialist follows up with clients based on your custom workflow. Whether it’s requesting additional documents, scheduling follow-up meetings, or sending case status updates, the AI keeps the case moving forward while maintaining client communication.
Trusted by top-tier law firms to automate client intake and streamline case management workflows.
FAQs: Everything You’re Wondering About Your AI Receptionist
Absolutely. Whether you need a full-time law firm answering service or just support during off-hours, LegalClerk adjusts to your needs. You control when the AI receptionist picks up.
Yes. LegalClerk is built specifically for law firms. It knows how to handle legal intake questions, understands terminology by practice area, and never misses a required field or form detail.
Yes. Our AI legal receptionist uses advanced natural language processing and human-like voice tech to deliver a warm, responsive client experience. Most callers can’t tell it is AI — and that’s by design.
Yes. LegalClerk connects with tools like Clio, Lawmatics, Google Calendar, Calendly, and more. New leads, appointments, and intake summaries are automatically synced.
Yes. LegalClerk offers multilingual legal receptionist support, allowing you to serve a broader range of clients with accurate, translated intake flows.
Completely. LegalClerk uses HIPAA-grade encryption, secure storage, and detailed access logging. Every call and submission is protected and fully auditable.