The AI Employee for structured legal intake before the attorney steps in.

Start with one managed AI Employee for new-client inquiries. It captures matter type, urgency, jurisdiction, and consultation need while legal advice, conflicts, fees, and case decisions stay with people.

Family-law intake coordinator listening to a prospective client

Family Law

Request
Matter category, jurisdiction, urgency, safety concerns, consultation need, and contact details.
Next step
Organize compassionate intake and return advice, conflicts, fees, and case decisions to the firm.
Outcome
A consultation-ready intake or urgent attorney escalation.
See the workflow
Personal-injury intake coordinator reviewing an incident timeline

Personal Injury

Request
Matter type, urgency, location, consultation need, and contact details.
Next step
Organize intake and route it without giving legal advice.
Outcome
A consultation-ready intake or attorney escalation.
See the workflow
Criminal-defense intake coordinator documenting an urgent prospective-client request

Criminal Defense

Request
Matter type, urgency, location, consultation need, and contact details.
Next step
Organize intake and route it without giving legal advice.
Outcome
A consultation-ready intake or attorney escalation.
See the workflow
Immigration-law intake coordinator helping a family organize consultation documents

Immigration

Request
Matter type, urgency, location, consultation need, and contact details.
Next step
Organize intake and route it without giving legal advice.
Outcome
A consultation-ready intake or attorney escalation.
See the workflow
Estate-planning team organizing consultation questions with a couple

Estate Planning

Request
Matter type, urgency, location, consultation need, and contact details.
Next step
Organize intake and route it without giving legal advice.
Outcome
A consultation-ready intake or attorney escalation.
See the workflow

Legal intake AI workflow questions

Practical AI questions law firms ask about intake routing, conflict-sensitive handoff, and attorney review.

What should a law firm automate with AI before attorney intake?

A law firm can automate basic lead capture, matter type classification, contact details, preferred callback timing, document reminders, and routing to the right intake queue. Legal advice, conflict checks, fee promises, and case evaluation should stay human-reviewed.

Can AI qualify legal inquiries safely?

AI can qualify legal inquiries only at an intake level: matter category, jurisdiction, urgency, deadline, contact details, and whether the firm handles that type of request. It should not judge case merit or give legal advice.

What legal intake questions should AI escalate?

Escalate imminent deadlines, court dates, threats, custody or safety issues, criminal exposure, immigration deadlines, conflict concerns, fee disputes, and any question that asks for legal advice.

How can AI help law firms without giving legal advice?

AI can collect structured intake, summarize facts provided by the caller, route matters by practice area, send approved follow-up instructions, and notify staff. It should clearly avoid legal advice and preserve attorney review.