Intake, conflict check, and consult scheduling

Someone needed a lawyer. They called your office at 6:15pm. The call went to voicemail. They called the next firm on their list. That firm answered. They booked the consultation. You never knew the opportunity existed.

A 2024 national study of 1,200 law firm calls found that 35% went unanswered, down from 56% of firms answering in 2019. Of the firms that missed a call, only 20% returned it. Clio’s Legal Trends Report found that 64% of prospective clients received no follow-up at all. People who reach a live voice are more than three times more likely to hire the firm than those who leave a voicemail.

Hiring a full-time receptionist closes the gap during business hours. But a legal receptionist costs $58,000 to $75,000 per year once you add payroll taxes, health insurance, and PTO. That buys 40 hours a week, five days a week, in one language. It doesn’t cover evenings, doesn’t handle intake for a Spanish-speaking caller at 7pm, and still requires an attorney to manually run the conflict check.

Our agent handles the full intake call in one conversation. It captures the matter type, the parties involved, the jurisdiction, and the urgency. It runs an automated conflict check against your database in under 30 seconds. If the matter is clear, it books the consultation on your calendar and sends an engagement letter for e-signature. By the time your attorney arrives the next morning, the intake is done and the client is confirmed.