Legal intake AI
for law firm phone lines
When someone has just been hurt, they call three firms before lunch, and the first clean answer often gets the consult. An AI voice receptionist on the number you already own in Twilio or Telnyx can take intake details after hours, keep legal advice off the line, and transfer urgent matters to a partner.
Not legal advice. Your state bar and firm policies govern. AI voice is an optional add-on, not in core plans or the free trial.
🤖 AI: "Thank you for calling Miller Law. Are you calling about a recent accident?"
👤 Caller: "Yes, I was hit by a truck yesterday in Tampa."
--- [IDENTIFIED KEYWORD: "TRUCK ACCIDENT" - HIGH VALUE] ---
🤖 AI: "I'm very sorry to hear that. Our firm specializes in commercial vehicle cases. Hold one moment while I connect you directly with our Senior Intake Partner."
🚀 [ACTION] Transferring to Partner Mobile...
Case Screening Without Humans.
Unqualified calls still have to be answered by someone. Configured intake asks the qualifying questions you define and routes accordingly, so attorneys spend their time on the calls that warrant it. The AI gathers; an attorney still decides.
Custom Legal RAG
Upload your firm's intake forms or case law PDFs. The AI uses this data to ask the right qualifying questions.
Full Confidentiality
Your firm connects its own dedicated Twilio or Telnyx account. Client data and your Twilio credentials are never shared with or exposed to anyone else.
The Litigation Advantage
- ✓ 24/7 Availability: Intake leads while other firms are closed.
- ✓ Instant SMS Transcripts: View call logs and transcripts immediately in your dashboard.
- ✓ Multi-Office Routing: Each office can run its own number, hours, and transfer rules from one dashboard.
The caller is comparing three firms before lunch.
Someone who has just been injured is not patient, and they are not loyal yet. Whoever picks up first has an enormous advantage that has nothing to do with legal skill.
You are in a hearing
Phone off, three hours gone. The intake that came in at 10am has already retained somebody else.
After the accident
Incidents do not happen between nine and five. Neither do the calls that follow them a few hours later.
Reception is on one line
The second and third simultaneous callers hear a ring-out, and you never learn they existed.
Booking a consultation is not like booking a haircut.
AI Appointment Setting can put a consult on a real calendar during the call. In a firm, four things have to be true first.
Conflicts come before calendars
A consult booked before a conflict check is a problem you have to unwind. Capture the adverse party's name at intake and treat booking as provisional until cleared.
Capture the incident date
It determines urgency more than anything else the caller says. Collect it every time, and never let the system draw a conclusion from it.
Matter type sets the length
A quick eligibility call and a full case review are not the same appointment. Define each type separately or your day fills with the wrong shape of work.
Name what you do not take
List the practice areas you decline. Otherwise it books them politely, and someone has to make an awkward call the next morning.
The questions it must never answer.
A system answering your firm's line is speaking on your firm's behalf. The line between gathering information and giving advice is the entire configuration.
Answers freely
✓ "Do you handle truck accident cases?"
✓ "Where is your office?"
✓ "Is the consultation free?"
✓ "What should I bring with me?"
Facts about your firm and your process, answered from your own intake documents.
Hands to an attorney
✕ "Do I have a case?"
✕ "How much is it worth?"
✕ "Am I still in time to file?"
✕ "Should I accept their offer?"
Answering any of these looks like legal advice, and can imply a relationship that does not exist yet.
Nothing here is legal advice, and your state bar's rules govern. It is a flag that this vertical carries constraints most do not, and that the safe behaviour has to be configured deliberately rather than assumed.
Four callers. One number. Four outcomes.
A firm's main line carries wildly different traffic. Transfer rules fire on what the caller actually says.
Business hours routing decides when the AI covers at all, and when calls ring straight through.
What it will not do
Evaluate a case
It collects facts. An attorney decides whether there is a matter worth taking.
Handle real distress
Someone calling hours after a serious injury needs a person, and should get one fast.
Create a relationship
It cannot accept representation, and should say so plainly if asked.
What it does well is the part that currently goes to voicemail. Answering at two in the morning, taking a clean and consistent set of intake details, keeping the caller engaged instead of dialling the next firm, and getting a partner on the line when the matter warrants it.
A few honest answers.
Can it give callers legal advice?
No, and it should be configured never to try. Questions about whether someone has a case, what it is worth, or whether a deadline has passed transfer to an attorney rather than getting an answer.
Will it run a conflict check before booking?
It captures the information a conflict check needs, including the adverse party, but the check itself stays with your firm. Treat any consult it books as provisional until you have cleared it.
Is caller information kept confidential?
Your firm connects its own carrier account with its own credentials. Nothing is pooled or shared across customers, and calls and messages stay inside your own account.
Can different offices route differently?
Yes. Numbers carry their own hours, time zone, and transfer rules, so a second office behaves independently while everything still lands in one dashboard.
Is this included in my plan?
No. The AI receptionist is an optional add-on on top of a core plan, and it is not part of the free trial because AI calls cost real money to run. Current pricing is here.