Legal

Legal intake is where cases are won and lost.
You're losing too many.

40% of law firms don't answer their phones. 33% don't respond to email. High-value cases are walking to whichever firm picks up first — and it's usually not yours. We install non-advisory, ethics-aware intake that captures every inquiry and books every consultation in under 10 minutes.

Speed wins in legal intake.

High-value cases are decided in the first 10 minutes of contact. Traditional intake can't respond fast enough, and generic AI can't navigate ethics constraints.

Intake conversion lift

conversion lift when legal intake is handled within 10 minutes versus the same day.

40%

Law firms don't answer calls

4 in 10 law firms don't answer the phone when a prospective client calls — the intake process fails before it begins.

Source: Clio Legal Trends Report, 2024

33%

Don't respond to emails

One in three law firms never responds to an email inquiry — cases worth tens of thousands of dollars in fees go to a competitor who picked up.

Source: Clio Legal Trends Report, 2024

Built for law firms and legal intake.

Non-advisory, ethics-aware AI configured around intake-only use — no legal guidance given, no PHI handled beyond what intake requires, bar-compliant in design.

AI Intake Assistant

Gathers facts, qualifies the matter, and books consultations — non-advisory. No legal guidance given at any point in the conversation.

Conflict-Check Routing

Flags potential conflicts before intake continues, based on matter data you define. Keeps the intake process compliant from the first interaction.

Consultation Scheduling

Books with the right attorney at the right time. Routes by practice area, urgency, and attorney availability without manual coordination.

Lead Follow-up Sequences

Re-engages inquiries that didn't convert on first contact. Persistent without being pushy — keeps your pipeline warm.

You only pay when your numbers improve.

Before any system goes live, we export 60 days of your financial data and lock a cryptographic baseline. Every monthly invoice shows the delta between your current performance and that locked baseline.

No improvement, no invoice. Month-to-month. No long-term contracts.

baseline_record.json
baseline_avg$ [your 60-day avg]
baseline_hashsha256:7a3f…e9c2
locked_at2026-04-20T03:06:19Z
statusimmutable · append-only

What this can look like.

This is a hypothetical scenario — not a real customer. It illustrates how the model typically plays out for a law firm.

HYPOTHETICAL SCENARIO — NOT A REAL CUSTOMER

A 5-attorney personal injury firm in Chandler, AZ — 60 intake calls per week, 40% going unanswered

A personal injury firm with five attorneys was fielding roughly 60 inbound intake calls per week. A paralegal handled intake screening during business hours — but no coverage existed after 5pm or on weekends. 40% of calls were going unanswered, and email inquiries often sat for 24–48 hours. Potential clients who couldn't reach the firm within the first hour were moving on — often to a firm that answered immediately.

We installed the AI intake assistant to handle all inbound calls, emails, and web form submissions 24/7. The assistant gathers facts, qualifies the matter type against the firm's practice areas, and runs a conflict-check flag before booking. No legal guidance is given at any point — the AI is intake-only. Consultations are booked directly into attorney calendars with a brief qualifying summary attached.

In this scenario, the firm captures 100% of inquiries from the first week — including all after-hours and weekend contacts. Average response time drops to under 10 minutes at any hour. Because legal intake conversion is highly time-sensitive (5× lift for responses under 10 minutes versus same-day, per Clio data), the net effect on signed clients is significant. The performance fee applies only on documented net revenue improvement above the locked baseline.

100%

Inquiry capture rate

<10 min

Average response time

Intake conversion lift

Legal, answered.

Can the AI give legal advice to potential clients? +
No — and this is non-negotiable by design. The AI is intake-only. It gathers facts, qualifies the matter, and books consultations. It never provides legal guidance, interprets law, or makes legal recommendations. Every interaction is scoped to intake and scheduling.
How does conflict checking work? +
You define the conflict check rules — typically opposing party names, matter types, and attorney relationships. The AI flags potential matches based on the intake data collected and routes flagged cases to a human before the consultation is booked. It doesn't make the conflict determination — it surfaces it.
Does this comply with bar ethics rules on client communication? +
We design within state bar guidelines for intake and explicitly scope the AI to non-advisory, intake-only interactions. We're not a replacement for your ethics counsel — but the system is built so that every interaction is documentable, scoped to scheduling, and free of legal guidance. We recommend a brief review with your state bar guidance before go-live.
What's the commitment term? +
Month-to-month after the baseline is locked. If intake conversion and revenue don't improve above baseline, you don't pay — and you're not obligated to stay.

Call Clara

Hear the AI receptionist live. Clara answers, books, and qualifies — 24 hours a day.

516-833-3748

Book a Discovery Call

30 minutes. We review fit and answer questions before the audit starts.

Book discovery call