Legal Firms
AI Intake for Law Firms, Built Around How Your Firm Actually Screens Clients
A missed call from a new client is a missed client, they call the next name on the list.
We build AI intake systems that answer, ask the right qualifying questions for your practice areas, and get urgent matters to an attorney immediately, wired into the practice management software you already use, not a new system to log into.
New Clients Don’t Wait for a Callback
Attorneys are in court, in depositions, or in client meetings for large parts of the day, exactly when a prospective client is calling around and ready to hire whoever answers first.
Missed new-client calls
A call that goes to voicemail is often a call that never comes back; the person moves to the next search result.
Unscreened intake
Every inquiry needs to be screened for case type, urgency, and potential conflicts before an attorney’s time gets involved, and that screening either happens inconsistently or not at all.
After-hours emergencies
An arrest, a family emergency, a DV situation can come in outside business hours and need to reach someone immediately, not sit in a queue until Monday.
Not Just Answering Calls, Completing the Intake
AI handles the first layer of intake: answering the call immediately, asking the qualifying questions your firm actually uses, and either booking a consultation or flagging the call for a person.
It does not give legal advice, make judgment calls on a case, or decide anything that requires an attorney’s judgment, it gets the right information to the right person faster.
What AI Handles
Answers calls
No new-client call goes to voicemail because every attorney is unavailable at once.
Qualifies requests
Case type, timeline, and basic conflict screening happen before attorney time is spent.
Escalates urgency
An arrest, a family emergency, or another time-sensitive matter is flagged and routed immediately, not queued.
Books appointments
Routine intake that clears screening goes straight onto the calendar as a consultation.
Creates records
Details gathered on the call are recorded the same way every time, not dependent on who happened to answer.
Alerts staff and hands off
Legal advice, case strategy, and anything ambiguous goes to an attorney, the AI never attempts to resolve it.
From a Missed Lead to a Screened Consultation
Before
Prospective client calls
Every attorney is in court
Call rings through to voicemail
Caller hires the next firm instead
After
Call answered immediately
Screened against your firm’s intake questions
Urgent matters flagged for the attorney
Routine intake booked as a consultation
Connected to What Your Firm Already Runs
Intake details are captured, structured, and written into the practice management software your firm already pays for. Confidentiality and integration depth are worked out with your firm during setup, we don’t pre-claim a connection we haven’t built and tested for your specific software.
Tools we build with
Google Calendar
SlackGmailSMS notificationsCan be connected depending on your setup
Why MS AI Solutions
Confidentiality and judgment matter more in legal intake than in almost any other vertical we work in, and we build accordingly: data handling decisions, escalation rules, and what the AI is and isn’t allowed to do are worked out with your firm, not shipped as a fixed default.
We’re not a legal-tech platform selling you a seat. We build the intake logic around your specific practice areas, your specific risk tolerance, and the practice management software you already pay for, and we stay involved after launch to adjust it as your intake process changes. Anything sensitive, urgent, or requiring legal judgment goes to a person; the system is designed to get information to your team faster, not to make decisions on their behalf.
Frequently Asked Questions
Straight answers to the questions we hear most before a consultation.
What is AI automation for a law firm?+
It’s an intake and phone system that answers calls, screens new-client inquiries against questions your firm actually uses, books consultations, and immediately escalates urgent matters, built around your firm’s existing calendar and practice management software.
How does AI help a law firm specifically?+
It answers calls when every attorney is in court or in a meeting, screens leads consistently instead of depending on whoever happens to pick up, and makes sure urgent matters reach someone immediately rather than sitting in voicemail.
Can AI replace my receptionist or intake staff?+
No. AI handles the repetitive first pass (answering, basic qualifying questions, logging), so your staff’s time goes to judgment calls, client relationships, and anything sensitive, not to catching every incoming call.
Can a human take over if needed?+
Yes, and for legal work this is built as a priority, not an afterthought. Any call involving urgency, sensitivity, or something outside a defined routine intake flow is escalated to an attorney or staff member directly.
Is client intake confidential? Does this protect attorney-client privilege?+
This is a real concern, not a formality. Privilege can be affected by who and what a prospective client’s information passes through before an attorney is engaged. We build intake systems that keep data within your firm’s own approved tools, avoid routing information through consumer-grade AI products, and route anything privilege-sensitive to an attorney quickly. This is a data-handling and configuration decision we work through with your firm, not a blanket certification claim.
How much does implementation cost?+
Cost depends on your intake volume and how much of the qualifying/escalation logic needs to be built out. We quote a build around your firm’s actual process rather than selling a fixed subscription tier.
How long does implementation take?+
Timeline depends on how much the intake logic needs to reflect your specific practice areas and escalation rules, we’ll scope a real timeline once we understand your process.
What happens if the AI can’t handle a call?+
It escalates. Any call that’s urgent, sensitive, or outside the defined intake flow is flagged and routed to an attorney or staff member with the details already gathered, the AI is never the last stop on anything requiring legal judgment.
How are urgent legal calls (arrest, family emergency) handled differently from a routine inquiry?+
These are never left for AI to resolve. The system is built to recognize urgency from what the caller says and immediately alert the attorney or on-call staff (by transfer, text, or call), rather than booking a routine consultation slot and waiting.
AI Voice Agents
The phone system every industry build starts from.
AI Agent Development
The intake and triage logic behind the workflow.
AI Integrations
How the system writes into the tools you already use.
Portfolio
Real case studies and demos from client work.
All Industries
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All Services
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Contact
Tell us what you want to automate.
Let’s Look at Your Firm’s Intake Process
We’ll walk through how calls currently reach your firm and what a built-for-you intake and escalation system would actually handle, grounded in your practice areas, not a generic script.
Book a Consultation