Legal Intake Answering Service for Attorney Review
Our legal intake answering service gathers party names first, asks the questions your firm sets and books consultations. Hear how your receptionist handles a fictional inquiry in the browser demo, then request a free trial.
Capture names before the details of a matter
Your receptionist asks for parties' names before discussing the matter, giving your firm information for its conflict review. Your intake instructions determine which limited facts it gathers next.
- Names firstCollect the parties' names before asking about the underlying matter.
- Limited detailsAsk only for information your firm needs for initial review.
- Attorney reviewLeave conflict decisions and advice to the people supervising intake.
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An answering service with legal intake needs a clear order for collecting information. We start with your greeting, which identifies the receptionist as a virtual assistant and gives the recording notice. The receptionist also explains that the call does not create an attorney-client relationship.
Parties' names come before a description of the dispute. Your firm then decides which questions belong in initial intake and which details should wait for an attorney. Collecting names supports your review; it does not complete a conflict check against your records. Try the fictional injury inquiry in our intake demo to hear that sequence.
Set intake questions for each practice area
Your practice areas shape the questions your receptionist asks after collecting party names. We use your onboarding answers and website to establish your services, exclusions and intake instructions.
- Injury inquiriesGather the basic incident facts your firm requests for review.
- Family mattersAsk the initial questions you approve before offering a consultation.
- Immigration callsCollect callback details in English or Spanish without assessing eligibility.
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Practice-area questions should prepare your attorney for a conversation. For an injury inquiry, your instructions might request where an incident happened and a brief description after parties' names. For a family matter, you might ask which service the caller seeks and how to reach them.
Choose the questions during onboarding, using the matters your firm handles as the starting point. Your receptionist can speak English or Spanish, and callers can change language during the conversation. It collects responses without interpreting their legal significance. Review how onboarding works before deciding which questions your firm wants answered on the first call.
Apply your intake criteria without evaluating a case
Your receptionist uses your stated services, service area and intake questions to collect relevant information. It leaves case evaluation, advice and decisions about representation to your attorneys.
- Service fitAsk which matter type the caller wants your firm to handle.
- Firm criteriaCollect the facts you request without predicting a legal outcome.
- Clear handoffExplain that an attorney will review the inquiry and respond.
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Qualification here means gathering facts against the intake criteria your firm supplies. If your practice handles employment matters, your receptionist can establish that the caller is asking about work and collect the location your firm requests. That gives your team a useful starting point for review.
It does not tell the caller they have a case, calculate a deadline or recommend a legal course of action. When asked for that judgment, the response is plain: an attorney will review this and get back to you. An answering service for legal intake should make that boundary understandable while giving your attorney the requested information.
Book a consultation and deliver the intake summary
Your receptionist books consultations into Google Calendar or collects details for your callback. Call alerts arrive by email and app push notification, with a summary and urgency tag.
- Consult bookingOffer an appointment when your firm wants intake to include scheduling.
- Callback optionTake contact details when your team prefers to arrange the consultation.
- Review materialsRead the summary and transcript before returning the caller's inquiry.
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Consult booking gives the caller a next step after your initial questions. Your receptionist can place the appointment in Google Calendar. If your firm wants to review an inquiry before arranging a meeting, it takes the caller's details for a callback instead.
The email and app push alert provide a summary, urgency tag and transcript, with the recording when recording is enabled. Your daily digest email also helps you review intake activity. These materials let your team prepare its response without treating a booked consultation as acceptance of representation. See consultation scheduling for the booking option, then test your preferred approach when free trials become available.
Route arrests, court-today calls and protective-order inquiries
Your receptionist flags urgent matters using your instructions and follows your on-call order. Arrests, court-today calls and protective-order inquiries go toward attorney contact instead of routine consult booking.
- Urgency instructionsDefine which reported situations need attention from your on-call attorney.
- Warm transferYour attorney hears a short summary before accepting the caller.
- Contact orderSet the order for urgent transfers or pages during onboarding.
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Urgent intake follows the contact instructions your firm supplies. A caller reporting an arrest tonight, court today or a protective-order matter needs your attorney's attention. Your receptionist gathers the limited information your firm requests and attempts the urgent handoff in your chosen order.
With a warm transfer, the on-call person hears a short summary and presses 1 to accept. You can choose a page as part of the urgent contact process. A transfer attempt does not mean an attorney has accepted the call. The receptionist offers no deadline answers or procedural advice, and your firm needs to keep its on-call instructions current.
Review what intake captured and what needs attention
Your dashboard shows calls, transcripts, recordings, usage and settings so your firm can review intake. Summaries, urgency tags and the daily digest help identify inquiries needing an attorney's response.
- Read the exchangeCheck the transcript for context beyond the short intake summary.
- Review urgencyCompare the caller's description with the instructions your firm supplied.
- Refine questionsChange your receptionist's settings by telling the AI in plain words.
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Intake review starts with the information behind a message. Read the summary to identify the inquiry, then use the transcript to see what the caller said and which questions your receptionist asked. A recording is available when your firm has enabled recording.
Use those records to assess whether your questions are getting your attorney the facts needed for a callback. The dashboard also shows usage, while the daily digest provides another way to review calls. We do not turn an intake summary into a case assessment. Your team reviews the material, follows up and adjusts the receptionist's instructions in plain words when a question needs changing.
Questions
Does the receptionist give legal advice during intake?
It gathers the facts your firm requests and leaves legal advice to an attorney. It does not assess case strength, answer deadline questions or promise an outcome. If the caller asks for a legal judgment, it explains that an attorney will review the inquiry and get back to them.
Does collecting names complete our conflict check?
Collecting names supplies information for your firm's conflict review. Your receptionist asks for parties' names before matter details, but it does not check those names against your practice records. Your team remains responsible for reviewing conflicts and deciding whether the inquiry can proceed.
Can we review an inquiry before booking a consultation?
You can have your receptionist take details for a callback instead of booking. That gives your team the initial information to review before arranging a consultation. If you choose booking, the receptionist places consultations in Google Calendar. Tell the onboarding AI which approach your firm wants to use.
Can our firm turn call recording off?
Your firm can choose no recording. When enabled, recordings are retained for your selected period of 30 or 90 days and then deleted. Transcripts and summaries have a separate retention policy. The opening virtual-assistant and recording notice stays in place and cannot be switched off.
How do we receive the completed intake message?
We send an email and app push notification for each call, including a summary, urgency tag and transcript, plus the recording when enabled. Calls and their records also appear in your dashboard. Your firm can use the daily digest email to review activity and check which inquiries need a response.
Can we test our intake questions before forwarding calls?
Start with the browser demo, which uses fictional scenarios and needs no signup. Request a free trial; onboarding collects your firm's information and instructions. A forwarding guide and test call help you check the setup before going live. A card is required before call forwarding becomes active.
Hear the intake sequence in the demo
Try a fictional intake call in your browser. Then request a free trial to supply your firm's questions, review the setup and make a test call.
Hear a sample intake Request a trial
Free trial on request: 14 days, up to 100 minutes