Legal Intake
Screen and qualify potential clients automatically. Your AI agent handles initial intake calls, captures case details, asks conflict-check questions, and routes qualified leads to the right attorney — with detailed intake summaries and call recordings.
Key Capabilities
What your AI agent can do out of the box.
- Case type screening
- Conflict check questions
- Attorney routing
- Intake summaries
How It Works
Go from idea to live agent in four steps.
- 1Configure practice areas and screening criteria
- 2Set up conflict check questions
- 3Map attorneys to practice areas for routing
- 4Review intake summaries and recordings
Ready to build your legal intake agent?
Start with this template and customize every detail — conversation flow, voice, integrations, and more. Deploy in minutes, not weeks.
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