Legal intake
Intake that happens the moment they call.
Most firms lose the client between the first call and the first appointment. An AI Employee runs the intake on that first call, by phone, on Zoom or on your website. It asks your questions, records the other party for the conflict check, and books the consultation. The questionnaire it uses is on this page. So is the AI Employee.
Client intake questionnaire
- Full name
- Best phone and email
- How did you hear about us
- What happened, and when
- Who else is involved (other party, insurer, employer)
- Have you spoken to another attorney about this
- Any deadlines you know of
- Best time for a consultation
Free questionnaire
The legal intake questionnaire.
Eight questions, in this order. Enough for a conflict check and a decision on the consultation, short enough for a first call.
- 1
Full name
For the conflict check.
- 2
Best phone and email
So the confirmation reaches them.
- 3
How did you hear about us
Tells you which channel is working.
- 4
What happened, and when
The matter, in their words. Dates matter for limitation periods.
- 5
Who else is involved
The other party, an insurer, an employer. This is the conflict check.
- 6
Have you spoken to another attorney about this
Prior representation, and how far along they are.
- 7
Any deadlines you know of
Court dates, policy deadlines, notice periods.
- 8
Best time for a consultation
Offer two times and book one.
Three doors
Intake by phone, on Zoom, and on your website.
By phone
The caller reaches your number. The AI Employee answers under your firm's name, runs the eight questions, and books the consultation.
On Zoom
A consultation link on your site. The client books a slot and meets the AI Employee on Zoom, on camera, for a structured intake.
On your website
A visitor clicks Talk to us and the intake runs on the page, by voice, no form.
All three write the same record: summary, answers, the other party, the booked time, and the full transcript, into HubSpot or Go High Level.
How legal intake works with an AI Employee
Give it your questions: The eight above, or your own. It asks them in order, every time.
Put it on the line: Your number, a Zoom link on your site, or the button on your website.
It runs the intake: Name, matter, other party, deadlines, prior counsel. It does not give legal advice; it says so if asked.
It books the consultation: Into your calendar, confirmed by text.
Your team runs the conflict check: From the summary, before the consultation. Nothing is missed because nothing was left off the call.
Legal intake software
A form waits. An AI Employee asks.
Intake software
- A web form the client fills in, if they finish it.
- A CRM record when they submit.
- Follow-up by your staff, when they get to it.
AI Employee
- A conversation, on the call they already made.
- The record written while they talk.
- The consultation booked before they hang up.
Use both. The AI Employee fills the intake software's record so nobody types it twice.
Pricing
Start with the plan built for a real front desk.
Operator
$99a month
- 190 minutes a month
- 2 parallel calls
- Phone, Zoom and web
- HubSpot and Go High Level connected
Scale
$299a month
- Everything in Operator
- 575 minutes a month
- 3 parallel calls
- Priority support
Want to hear your own AI Employee first? There is an $8 test plan.
Questions
Questions law firms ask
What is legal intake?
The first structured conversation with a potential client: who they are, what happened, who else is involved, and whether the firm can and should take the matter. It ends with a booked consultation or a polite no.
What should a legal intake questionnaire include?
Name and contact details, how they found you, the matter in their words with dates, the other party and any insurer or employer, prior counsel, known deadlines, and a consultation time. The eight questions above cover it.
Can an AI Employee run legal intake?
Yes. It asks your questions in order on the phone, on Zoom or on your website, records the answers and the other party, books the consultation and writes the transcript into your CRM. It does not give legal advice.
How does it handle the conflict check?
It collects the names your check needs: the caller, the other party, an insurer or employer, and prior counsel. Your team runs the check from the summary before the consultation.
Does it work with my CRM?
HubSpot and Go High Level are connected today. The intake record is created while the AI Employee talks, with the transcript attached.
What does it cost?
Plans for a real intake process start at $99 a month. Minutes are included; add more in bundles when you need them.