AI intake for law firms: Every intake call screened. Every good case on your calendar.
Your AI intake team answers around the clock, gathers the facts and the other parties' names for your conflict check, books the consultation and follows up with every lead who hasn't signed.
Before Dael
Tuesday, 11:04pm
An injured driver calls your firm from the ER waiting room. Voicemail. They call the firm on the billboard. That firm has a 24/7 intake line.
You never know the call happened. No message, no name, no case.
Dael turns every call and web inquiry into a screened, booked consultation.
Your front desk team
Four agents. One team.
Each agent does one job well, and they hand work to each other. You approve every script before it goes live.
Answer
Intake specialist
Answers every call, day or night. Gathers the facts and the other parties' names for your conflict check, and books the attorney. It never gives legal advice.
The 11pm call from the ER becomes a consultation on your calendar.
Respond
After hours intake callback
Calls back every web inquiry and every after hours voicemail in under 60 seconds. Gathers the same facts and books the consultation.
You reach the person before they call the next firm.
Revive
Unsigned lead follow up
Follows up every lead who asked to hear back but hasn't signed, by call and text, on a schedule you set.
Leads you already paid for stop going quiet.
Report
Weekly intake report
Reads every intake call and sends a weekly report on case types, lead sources and why leads didn't sign.
You see which sources bring cases worth taking.
How they work together
The Zero-Miss Protocol.
Calls and new leads feed one booking step. Anything not booked gets followed up until there's a yes or a no. Reporting and memory run under everything.
- Answer
- Intake specialist
- Respond
- After hours intake callback
- Revive
- Unsigned lead follow up
- Report
- Weekly intake report
1 · Answer
Every call your team misses, day and night
2 · Respond
Every new lead called back in under 60 seconds
3 · Book
The consultation lands on your attorney's calendar. You get a summary.
4 · Revive
Not signed yet? Leads who asked to hear back get followed up until a yes or a no.
Loops back to Book
5 · ReportEvery recording, a summary per intake, a weekly intake report.
MemoryUnder every step. Repeat callers are greeted with their history.
An example day
A day with Dael.
What a day can look like once your front desk never misses. An illustration, not a customer's numbers.
7:00am
Weekly intake report lands: case types, lead sources and why leads didn't sign.
8:30am
Two consultations are on your calendar from last night. Each comes with a call summary and the names your team needs for the conflict check.
11:15am
A web inquiry arrives during a deposition. Called back in under a minute. Consultation booked for Thursday.
2:40pm
The follow up agent reaches a lead who met you last week. They book a second meeting.
6:10pm
Your office closes. A caller asks if you handle custody. The agent gathers the facts and books Wednesday at 9.
11:04pm
An injured driver calls from the ER. The agent takes the details, texts you a summary and books the first slot in the morning.
What your agent asks
The questions your best person would ask.
You edit these during the build. The agent asks one at a time, in plain language, and only answers from facts you've approved.
Every caller
- Type of matter
- Date of the incident or event
- State where it happened
- Whether it is urgent or a deadline is close
- Already represented by an attorney
- Best number and time to reach them
Conflict check
- Names of the other parties
- Names of any insurers or companies involved
Works with
- Google Calendar
- Calendly
- Google Ads lead forms
- Meta lead ads
- Website forms
Fair questions
What owners worry about.
Is this legal advice?
No. The agent says up front it can't give legal advice. It gathers the facts and the names for your conflict check, and books your attorney.
What if it says the wrong thing to a client?
It follows a script your attorney signs off on. For anything outside it, it says an attorney will follow up, and it flags the call to you.
I already have a receptionist.
She still answers first. Dael covers nights, weekends and the moments she is on another line.
What about conflicts of interest?
The agent collects the other parties' names on every intake call, so your team can run the conflict check before the consultation. Your attorney makes the final call before anything is accepted.
Hear it
Call as a new client at 11pm. Hear the intake.
Talk to Harbor Law Group, a demo small personal injury and family law firm, in your browser. Or enter your own website and hear it answer as your business.
Harbor Law Group
Legal · demo business
You play · Car accident
Play someone injured in a crash last week who wants to talk to an attorney.
