01
New client calls arrive at the worst times
Prospective clients often call during depositions, court appearances, or client meetings, when no one is available to capture the details.
A smarter intake experience for growing law firms.
Automate4U's voice assistant helps law firms manage new client calls, conflict-check capture, consultation scheduling, and document follow-up while keeping confidentiality and attorney judgment protected.
Intake queue
Today's new client calls
New matter inquiry
Conflict-check details
Route to intake review
Consultation request
Practice area & urgency
Schedule with attorney
Document follow-up
Engagement letter
Reminder queued
Urgent deadline
Time-sensitive matter
Escalated to attorney
Designed for confidential, professional conversations with clear attorney handoff when needed.
Law firm intake reality
New client calls compete with court dates and client meetings every day.
Every call often creates follow-up work across conflict checks, calendars, intake forms, and attorney handoffs.
02
Conflict checks need consistent intake
Every new matter needs names, opposing parties, and case context captured accurately before a conflict check can even begin.
03
Consultation scheduling spans practice areas
Routing a call to the right attorney depends on practice area, urgency, and which calendars actually have openings.
04
Urgent matters need fast escalation
Calls involving deadlines, court dates, or active legal emergencies need to reach a person quickly, not sit in a queue.
05
Document follow-up adds up
Engagement letters, intake forms, and signed documents all need follow-up reminders that are easy to lose track of.
06
Confidentiality has to hold up
Every intake conversation involves information that must be handled carefully, even before someone becomes a client.
Staff support
Designed to support staff, not replace them.
The assistant handles repetitive intake and routine scheduling questions while attorneys and staff remain responsible for legal judgment, conflicts review, and client relationships.
New client intake & conflict-check capture
Collect caller name, contact details, opposing parties, and a summary of the matter so a conflict check can start immediately.
Consultation scheduling
Route consultation requests to the right attorney by practice area, urgency, and availability, and confirm next steps.
Document & engagement follow-up
Send reminders for engagement letters, intake forms, and signed documents so nothing stalls before a matter opens.
Attorney & staff routing
Direct existing-client calls, urgent matters, and general questions to the right attorney, paralegal, or admin staff.
Real conversations
Hear how conversations actually sound.
Designed to sound professional, calm, and discreet during real law firm intake scenarios.
Agent Network Studio
Try the selected live agent
Speak naturally about a new matter, a consultation request, or a follow-up on an existing case.
Law Firm Intake Assistant
New client intake, conflict-check capture, and attorney routing
New client intakeConflict-check captureConsultation schedulingAttorney routing
01
Caller intent
02
Context captured
03
System action
04
Human handoff
AgentThanks for calling Harlow & Pierce Law, this is Mia. How can I help you today?
CallerI'd like to ask about scheduling a consultation for a contract dispute.
Scenario to test
Speak naturally and use the caller prompt below, or ask your own question. The assistant should collect context, stay in the selected business scenario, and route toward a clear next step.
Current demo: Law Firm Intake Assistant
Try sayingI'd like to ask about scheduling a consultation for a contract dispute.
Your browser may request microphone access. Use realistic business questions for the best test.
During a walkthrough, we can review approved examples and map the call scenarios that matter most to your practice areas.
You stay in control
Built around your existing intake process and policies.
The assistant operates inside guardrails you define, never outside them. You decide what is answered, what is captured, and what is handed off.
01
Configure approved responses
Define exactly what the assistant says about practice areas, fees, and intake steps so messaging stays consistent with your firm.
02
Escalate urgent and sensitive matters
Route deadline-driven, emotional, or high-stakes calls to an attorney or paralegal immediately instead of holding them in a queue.
03
Customize handling by practice area
Each practice area can have its own intake questions, routing rules, attorney assignments, and escalation paths.
04
Protect confidentiality
Keep intake conversations aligned with your firm's confidentiality and conflict-check requirements from the first call.
05
Adjust as the firm grows
Update workflows as attorneys, practice areas, intake forms, and staffing change.
Implementation process
A practical rollout process for busy firms.
Implementation should feel guided, structured, and low-risk. We start with the workflows that are clear enough to configure and valuable enough to measure.
01
Operational discovery
We learn your practice areas, intake process, conflict-check requirements, attorney availability, and escalation rules.
02
Configuration & testing
Conversation flows are customized around your firm's intake script, approved responses, routing logic, and staff review points.
03
Launch & optimization
We monitor performance, review call outcomes with your team, refine routing, and expand only when the first use case is working well.
Why it pays for itself
See how this compares to an in-house hire.
Based on the AI Front Desk Growth plan with annual billing, which most teams on this page start with.
Estimated annual savings
~$43,416/year
That is roughly $43,416 in annual savings, plus coverage on evenings, weekends, and holidays your in-house team is not working.
In-house front desk
$48,000+/year
~$4,000/mo · 1 staff member, weekdays only
AI Front Desk (Growth)
~$4,584/year
~$382/mo · 24/7 across calls, chat, and SMS
Missed call follow-up
5-10 hrs/mo
Lead intake & qualification
10-20 hrs/mo
Appointment reminders & confirmations
5-15 hrs/mo
CRM updates & data entry
10-30 hrs/mo
Weekly reporting
5-10 hrs/mo
See full pricing & savings breakdown
Estimated time ranges based on typical SMB operations. Your numbers will depend on call volume, team size, and how many workflows you automate.
Questions firm leaders ask
Reduce uncertainty before the first workflow goes live.
AI voice should support intake without weakening client experience, confidentiality, or attorney judgment.
Will this assistant give legal advice?
No. The assistant captures intake information, schedules consultations, and routes requests. It does not interpret law, evaluate a case, or give legal advice.
How are conflict checks handled?
The assistant captures the caller's name, opposing parties, and a summary of the matter so your team can run the conflict check using your existing process. It does not clear conflicts itself.
Can urgent matters be escalated immediately?
Yes. Calls involving deadlines, court dates, or other time-sensitive language can be flagged and routed to an attorney or paralegal right away.
Can different practice areas have different workflows?
Yes. Each practice area can use its own intake questions, routing rules, approved responses, and attorney assignments while sharing firm-wide standards.
Will this replace our intake staff?
The goal is staff support, not replacement. The assistant handles repetitive intake and routing so staff can focus on clients, conflicts review, and higher-judgment work.
How long does implementation typically take?
A practical first workflow can often be scoped quickly after discovery. Timing depends on practice areas, intake forms, calendars, and review requirements.
Operational walkthrough
Explore whether it fits your firm.
See real workflows, review example call scenarios, and explore how voice automation could support intake, scheduling, and document follow-up at your firm.
This is a consultative, low-pressure walkthrough.
We will focus on the practice areas, intake forms, and confidentiality requirements that matter before recommending a rollout path.
Schedule an operational walkthrough.
Open the assessment form when you are ready. We will focus on intake scenarios, conflict-check requirements, scheduling, and attorney handoffs before recommending a rollout path.
We respect your privacy. Sensitive intake workflows should keep attorney approval until policies, conflict-check accuracy, and escalation rules are validated.