FOR LAW FIRMS

Every matter starts with a call answered.

Your AI intake assistant answers every enquiry, runs structured intake, captures conflict-check details and books consultations with the right practitioner — confidentially, 24/7, without giving legal advice.

Book a demo See a sample call

AN INTAKE DAY, HANDLED

8:30 AM

Family matter intake

Parenting dispute — urgency assessed, consult booked with accredited specialist

11:10 AM

Conflict details captured

All parties named and logged for clearance before booking confirmed

2:45 PM

Commercial enquiry qualified

Contract dispute ~$400k — partner briefed with summary

7:40 PM

After-hours urgency triaged

Bail matter — on-call practitioner notified immediately

The firm reality

Billable hours vs. the phone

Every intake call a lawyer takes is unbillable time; every one they miss is a matter retained elsewhere.

Unqualified enquiries

Callers outside your practice areas or means consume reception and lawyer time daily.

Inconsistent intake

Matter details captured differently by everyone — conflicts surface late, files start messy.

Urgency after hours

Arrests, injunctions and deadlines don't respect office hours. Voicemail loses those clients in one ring.

EXAMPLE CONVERSATION

A family law enquiry. Intake done, consult booked.

The agent listens with empathy, runs your structured intake, captures party names for conflict clearance, assesses urgency flags and books the consult — never once giving legal advice.

1Answers confidentially, 24/7

2Identifies practice area and urgency flags

3Structured intake: parties, dates, matter summary

4Captures details for conflict clearance

5Books consult with the right practitioner

Southern Cross Legal

8:30 AM

CALLER

I need to talk to someone about a separation. My ex-partner and I can't agree on arrangements for our kids.

GRACE — AI INTAKE ASSISTANT

I'm sorry you're going through that — you've called the right place, and everything you tell me is confidential. So I can match you with the right lawyer: are there any current court orders, or any safety concerns for you or the children?

CALLER

No court orders yet, and no, nothing like that. We just disagree about the schedule.

GRACE — AI INTAKE ASSISTANT

Understood. Our family law team is led by an accredited specialist, Sarah Nguyen. An initial consultation is 60 minutes at $350. Before I book — can I take your ex-partner's full name? We run a standard check to make sure the firm hasn't previously acted for them.

CALLER

Of course — it's Daniel Reyes.

GRACE — AI INTAKE ASSISTANT

Thank you. Subject to that check clearing, I can offer Thursday 2pm or Friday 10am with Sarah. I'll text you a short intake form — anything you complete beforehand makes the consult more productive.

BENEFITS

What changes for your firm

Zero missed matters

Every enquiry answered instantly — including the after-hours calls that become your most urgent retainers.

Lawyers stay billable

Intake handled before a practitioner ever picks up the phone.

Conflicts surface early

Party names captured on first contact, cleared before consults confirm.

Consistent, complete files

Every matter starts with the same structured intake, synced to your practice management system.

Strictly no legal advice

The agent gathers and books; it never advises. Compliance built into every script.

AUTOMATIONS & INTEGRATIONS

Wired into your firm's stack

Enquiry → structured intake logged in practice management

Party names → conflict check queue before confirmation

Cleared → consult booked, intake form sent

Consult held → engagement follow-up sequence

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CASE STUDY · SOUTHERN CROSS LEGAL, MELBOURNE

“The after-hours agent qualifies enquiries and books consults straight into our calendar. It's like adding a staff member who never takes leave.”

Marcus Webb · Managing partner

+23%

consults booked

100%

enquiries answered

advice given by AI

Law firm questions, answered

Answer every matter. Bill every hour.

Book a demo — hear a compliant intake conversation, end-to-end. Plans from $199/month.

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