Join Intake
Industry template · Law Firms

Qualify leads and capture intake before the first consultation.

New client intake, practice area routing, urgent matter escalation, and existing client calls handled professionally — around the clock.

The calls you can't afford to miss

New client leads slip away after hours

A potential client calls with a time-sensitive legal matter at 7pm. If they hit voicemail, they search for another firm and you never hear from them again.

Intake calls interrupt billable work

Attorneys and paralegals interrupted by initial intake calls lose billable focus time. Repetitive information gathering costs the firm money.

Wrong practice area routing wastes everyone's time

A personal injury caller routed to a real estate attorney frustrates the caller and interrupts the attorney. Poor routing costs time and damages first impressions.

Incomplete intake requires call-backs

Incomplete information from the initial call forces staff to call back for missing details — delaying conflict checks, intake forms, and consultation scheduling.

How Join Intake solves it

Full new client intake on every call

Name, contact number, matter type, opposing party (if applicable), urgency, and preferred consultation time — captured cleanly before the attorney is involved.

Practice area routing by intent

The AI detects the practice area — personal injury, family law, estate planning, criminal, business — and routes the caller directly to the right team or takes a message for the right attorney.

Existing clients routed correctly

Existing clients are identified and routed to their case manager or the appropriate department, with full call notes captured so the attorney knows why they called.

Urgent matters escalated immediately

Time-sensitive matters — court date conflicts, arrest situations, emergency injunctions — are flagged urgent and trigger immediate email alerts to the on-call attorney.

Departments configured for Law Firms

  • New Client Intake
  • Personal Injury
  • Family Law
  • Business & Corporate
  • Criminal Defense
  • Estate Planning
  • Existing Client Matters
  • Billing & Accounts

Intake captured on every call

  • Caller name
  • Contact number
  • Email address
  • Matter type / practice area
  • Brief matter description
  • Opposing party (if applicable)
  • Urgency level
  • Preferred consultation time
  • Referral source

Questions about Join Intake for law firms

Can the AI handle sensitive or confidential calls?+

The AI captures basic intake information only — name, contact, matter type, and urgency. It does not give legal advice. Sensitive details are deferred to the attorney or staff callback.

Does it work for after-hours emergency matters?+

Yes. Urgent calls trigger email alerts to your on-call attorney or answering service. The AI captures full intake so the attorney has context before calling back.

Can it handle multiple practice areas?+

Yes. Configure as many department lines as your firm has practice areas. The AI routes by detected intent to the matching department.

What about conflict of interest checks?+

The AI captures opposing party names as part of intake. Your staff still conducts the formal conflict check — the AI ensures you have the data to do it faster.

See it answer a law firms call

Tell us about your business. We'll configure the Law Firms template and show you a live demo of how it would answer your calls.