AI legal intake for law firms: answer every potential client, 24/7
A potential client who reaches voicemail calls the next firm on the list. SalesCloser answers your intake line and website 24/7, asks the screening questions you write for each practice area and books the consultation with your team. It never gives legal advice.
Where potential clients get lost today
After hours
Accidents and arrests do not keep office hours. A call at night reaches voicemail, and the caller moves on to the next firm.
While you are in court
Attorneys are in hearings and meetings, and the front desk is already on another line.
The wrong calls
Your staff spend hours on matters you do not handle or places you do not practice, while the right callers wait.
What is a virtual legal intake assistant?
A virtual legal intake assistant is an AI agent that handles first contact with a potential client. SalesCloser answers general questions about your firm from the content you approve, such as practice areas, office locations and how a consultation works. It asks your intake questions and books the consultation on your calendar, by phone, in your website chat or on a voice or video call in the browser.
What it does not do. The agent is not a lawyer, and for law firms it is set up for intake only. It gives no legal advice and no opinion on anyone's matter, it does not quote fees, and it cannot take anyone on as a client. Only your firm decides that. You can have it say so at the start of every conversation.
Best virtual assistants for law firm client intake: how SalesCloser works
1. Answer the call or chat. Calls to your number and chats on your website get an answer at any hour, from the content you give it. If a question is not covered, or it asks for legal advice, your instructions decide what happens next, such as booking a consultation or passing it to your team.
2. Run your screening. You write the questions for each practice area: the type of matter, key dates, where it happened and the names of other parties so your team can run its conflict check. Conditional prompts give each practice area its own questions, or the agent can follow your intake script word for word.
3. Book the consultation. Connected to your Calendly, Cal.com or Cal.eu calendar, the agent offers only the times your event shows as open and books the consultation while the caller is still in the conversation. Teammates you list as Additional Invitees, such as your intake coordinator, are added to every booking.
4. Hand urgent matters to a person. On a phone call, the agent transfers the live call to your intake line or an on-call attorney, and tries backup numbers if nobody answers. Labeled transfer entries, such as "Criminal defense" and "Personal injury", let it pick the right destination. On a voice or video call in the browser, a team member can join the live call.
What lands with your intake team
- A booked consultation on your calendar, with the event type and length you chose.
- The answers to your intake questions, including the other parties for your conflict check.
- A summary and the full transcript. Conversations are recorded and transcribed so your team can review them.
- Your CRM updated. The lead, summary and answers go to HubSpot, Pipedrive, Zoho CRM, Zendesk or GoHighLevel. Other tools connect through Zapier, webhooks or the API.
Bilingual virtual assistant for law firm intake
The agent speaks with callers in 50+ languages, with the same intake questions in every language. Each phone number can take its call language from the agent, from the caller's country or from a fixed setting.
AI client intake by practice area
Personal injury intake
Injury calls come at all hours, often after the caller has seen several firms' ads. The agent asks what happened, when and where, and whether they already have a lawyer, then books the consultation. Leads from your Facebook and Instagram lead forms can feed an ongoing calling campaign, so each one gets a call within your calling hours.
Criminal defense intake
Many calls come at night, often from a family member. The agent takes the caller's details, who the call is about, the charge as the caller describes it, and any court date and county. Depending on your instructions, it transfers the live call to your on-call attorney or books the first open consultation. It does not comment on the charge or on what anyone should do.
AI assistant for immigration lawyers
Immigration clients often want to speak their own language. The agent asks what kind of matter it is, such as family, work, asylum or citizenship, where the person is now and whether a hearing or deadline is coming up, then books the consultation. Questions about eligibility go to your attorneys. Read more in the best virtual assistant for immigration law firms.
Estate planning appointments
The agent explains how the first meeting works, asks what they want to plan for, such as a will, a trust or probate help, and books the meeting at a time that suits them.
Small practices, corporate and litigation intake
For a small practice, the agent covers the phone while you are in court and books consultations into your one calendar. For business clients, it asks about the company, the type of matter and the timeline. For litigation intake, it collects the key dates and the other parties for your conflict check, and routes the call to the right team.
AI legal intake vs an answering service vs voicemail
| AI intake (SalesCloser) | Answering service | Voicemail and web form | |
|---|---|---|---|
| Available after hours | 24/7 | Depends on the service | 24/7, but nobody answers |
| Asks your intake questions | Yes, per practice area | Often takes a message | Only fixed form fields |
| Books the consultation in the conversation | Yes, on Calendly, Cal.com or Cal.eu | Depends on the service | No |
| Transfers urgent calls live | Yes, with backup numbers | Depends on the service | No |
| Language coverage | 50+ languages | Depends on who is working | Depends on the form |
Questions about AI legal intake
Still wondering about something? Ask us on the call. We'll build your agent while we talk.
Does it give legal advice?
No. It answers general questions about your firm from the content you approve, asks your intake questions and books the consultation. It gives no legal advice and no opinion on anyone's matter. Those questions go to your attorneys.
Can it quote our fees?
No. The agent does not quote fees. When a caller asks about cost, it passes the question to your team or books the consultation where your attorneys can discuss it.
Does talking with the agent make someone our client?
No. The agent cannot take anyone on as a client. It collects intake details and books a consultation; your firm decides whether to take the matter after its own review, including the conflict check. You can have the agent say this at the start of each conversation.
Will callers know they are talking to an AI?
You choose how it introduces itself, and you can set it to always answer truthfully if asked whether it is AI. Conversations are recorded and transcribed so your team can review them.
Does it work with our practice management software?
SalesCloser connects directly with HubSpot, Pipedrive, Zoho CRM, Zendesk and GoHighLevel. Other tools can connect through Zapier, webhooks or the API.
Works with the tools you already use
- HubSpot
Pipedrive
GoHighLevel- Calendly
- Meta
- Zapier
Plus webhooks and an API to connect everything else.
See an intake call booked live
Book a demo and we will build an intake agent for your firm while we talk, then watch it screen a potential client and put the consultation on your calendar. Or talk to the AI on this page right now.