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.
Frequently Asked Questions
When potential clients can't reach you, they typically call the next attorney on their list. Our AI-powered legal answering service captures these opportunities by answering calls immediately when your team can't, securing new business that voicemail simply loses
Absolutely! Our AI legal receptionist complements your existing team through intelligent rollover forwarding. After 3-4 rings, unanswered calls automatically transfer to our system, ensuring continuous coverage during lunch breaks, busy periods, or after hours when your staff is unavailable.
Unlike voicemail alerts that merely notify you of missed calls, our AI legal assistant actively conducts complete legal intakes and secures new clients for your practice. With 80% of callers refusing to leave voicemails, our system ensures 100% of calls receive professional handling, dramatically increasing your client acquisition rate.
Our AI assistant manages your calendar with precision, scheduling consultations based on your actual availability. The system prevents double-booking while maximizing your client meeting opportunities, creating a seamless scheduling experience that converts more leads into clients.
Our specialized AI processes over 35,000+ legal intakes daily, gathering case-specific information with industry-leading accuracy. Trained exclusively for legal applications, our system captures essential client details while maintaining engagement throughout the intake process, significantly improving client retention.