Legal
AI Employees for law firms and legal practices.
Every missed call from a prospective client is a case that goes to another firm. An AI Employee configured for your practice answers, qualifies by matter type, and books consultations — without ever giving legal advice itself.
Use cases
- Answering inbound calls and web inquiries about new matters
- Qualifying prospective clients by matter type, urgency, and basic conflict-check details
- Booking consultations directly onto an attorney's calendar
- Following up with prospective clients on a defined schedule
- Escalating anything requiring legal judgment directly to an attorney — never offering legal advice itself
Sample AI Employee: Client Intake Assistant
Answers inbound calls and web inquiries about new matters, qualifies by matter type and urgency, and books consultations directly onto an attorney's calendar — configured to escalate anything requiring legal judgment to a human attorney.
Example workflow
- 1Prospective client calls or messages about a legal matter
- 2AI Employee qualifies: matter type, urgency, and basic conflict-check details
- 3A consultation slot is booked directly onto the right attorney's calendar
- 4Confirmation and reminder are sent ahead of the consultation
- 5The attorney receives a qualified intake, not a cold call needing 20 minutes of screening
Channels
VoiceWeb ChatEmailCalendar
Related roles
See it configured for your organization.
Tell us what you need handled — we'll show you what this AI Employee looks like running on your own channels.