AI intake for law firms.
AI intake for law firms answers a new inquiry fast, even after hours. It asks the questions your intake team would ask and writes clean notes for staff. It gives no legal advice. It never decides which cases to take. Lawyers and staff review every note before anyone acts.
See how AI tools fit law firms for help with the next step.
The first message is never the whole story
A new client needs help, but the first message lacks key facts. Staff have to ask again. A tool that guesses at the missing facts makes the next step harder.
You can also look at law firm case follow up automation and legal operations automation. Pick the job that needs help first.
What it never does
It does not give legal advice. It does not promise to take a case. It does not fill in a fact the person did not give. Conflict checks and case choices stay with your team. You decide what data it may keep and where.
How AI intake runs
The speed is the point. The person who reached out hears back first from you.
A new inquiry comes in by form, text or email. The first reply goes out fast.
It thanks the person and asks the questions your intake team chose.
The answers land as a clean note, with gaps marked as gaps.
Staff run the conflict check and read the note. A lawyer decides what happens next.
Fictional input and draft, not a customer record.
- Input
- Inquiry: Sam Sample asks to discuss a contract dispute. Other party: not supplied.
- Software draft or action
- Intake note lists the supplied issue and flags the missing party name for follow-up.
- Human review
- Staff run the conflict check and review the note. A lawyer decides whether to take the case.
How to get it
Lead Response Kit$290 one-time
Complete software agent with a database, retrieval and domain expertise. It handles new inquiries within your approved reply rules and hands off questions that need a person. You run it in your own accounts. Legal advice, conflict checks and case choices stay with your team.
See the kitBuilt for you
We build the intake form, the first reply and the staff note in your tools. For private data, we set up local AI. Quoted in writing before any paid work.
Book a free 15-minute call
Read more: Our guide on faster lead response explains the full method, kit or no kit.
Kit prices are one-time. Your AI account and other software are billed by those companies.
A clear next step
- A plan for what intake asks and records, and who checks for conflicts, reads the notes and steps in.
- Know what the tool may see and do, and who can approve a change.
- Know whether to start now or wait.
Questions about AI intake
Can we use private case facts in AI intake?
Check how a tool stores and uses data first. Ask who can see it, and check the rules you must follow. Do not send private case files on the free call. Describe the intake task instead.
What if an intake tool gets a fact wrong?
It can. Staff check the notes and ask about gaps. Conflict checks, legal advice and case choices stay with your team. The tool never guesses at facts a client has not given.
Does the first reply sound like a robot?
It sounds like your office. You write or approve the wording. It thanks the person, asks your questions and says when a person will follow up.
What does AI intake cost?
The 15-minute call is free. The Lead Response Kit is $290 one-time. A custom intake build is quoted in writing. You pay for any software you choose to use.
Where should we start with intake?
Bring one part of intake that needs help. It could be a form, a file request or a draft note. We check what it needs and who reviews it. We may tell you to wait.
Answer first. Decide carefully.
Bring one intake step to a free 15-minute call. You do not need to share case files. Get a short report the same day. It names a tool, how it helps, a number to watch and your next step. You do not have to buy anything.