For law firms
An AI receptionist for law firms that handles intake, not legal advice
Clientager answers potential clients on every channel, gathers the facts your intake team needs, collects conflict-check details and books consultations with the right attorney.
Ready for your review in 24–48 hours
Clientager: Thank you for calling. I'm the firm's AI assistant. I can't give legal advice, but I can take your details and set up a consultation with an attorney. How can I help?
Customer: I was rear-ended last week and my neck's still hurting. The insurance company keeps calling me.
Clientager: I'm sorry to hear that. What date did the accident happen, and in which city?
Customer: Last Wednesday, the 21st, in Tampa.
Clientager: Thank you. For our conflict check, what is the other driver's name and their insurance company, if you know them?
Customer: It's on the police report. I'd have to check the insurer's name.
Clientager: No problem, I'll text you a secure form to add both names so the team can run the check. An attorney can review this in a free consultation. Thursday at 10 am by phone or Friday at 2 pm in the office are open. Which works?
Customer: Thursday by phone. My name is Rachel.
Clientager: You're booked for Thursday at 10, Rachel. I'll text a confirmation now. Please keep any photos and medical records handy.
What Clientager did
- Consultation booked: Thu 10:00, phone, personal injury
- Conflict-check form sent: opposing driver and insurer
- Intake summary sent to the PI intake team
Quick answer
Can an AI receptionist for law firms handle client intake?
Yes. An AI receptionist for law firms can answer calls and messages, ask your intake questions by practice area, collect names of opposing parties for a conflict check, and book consultations. It does not give legal advice or say whether someone has a case. Anything requiring judgment, such as an urgent deadline or an existing client matter, goes to your staff.
Illustrative example
Customer message
How much do you charge for a consultation?
Happy to help with that. Let me check and get it sorted for you now.
Saved to the customer record
What Clientager handles for law firms
- Answer every new enquiry
- Run intake by practice area
- Collect conflict-check names
- Book paid or free consultations
Live availability
Booked · reminder scheduled
What gets missed today
Potential clients call once
Someone arrested last night or injured in a crash calls the first few firms they find. If the call reaches voicemail, they rarely leave a message and simply sign with whoever answered.
Attorneys doing intake
In smaller firms, lawyers end up screening calls that are outside their practice area or not viable, eating billable hours on conversations that never become matters.
Inconsistent intake notes
Different staff ask different questions. Consultations start with missing dates, unclear facts and no conflict check, so the first meeting is spent catching up.
Existing clients flood the front desk
Status questions from current clients compete with new enquiries for the same phone line, and both groups feel ignored when the receptionist is overwhelmed.
What Clientager can handle for you
- Answer every new enquiry
- Run intake by practice area
- Collect conflict-check names
- Book paid or free consultations
- Screen out-of-scope matters
- Route existing clients
- Send intake forms securely
- Follow up unbooked leads
Enquiries it handles every day
- “Do I have a case?”
- “How much do you charge for a consultation?”
- “Do you work on contingency?”
- “My court date is next week, can someone help?”
- “Can I speak to my attorney about my case?”
- “Do you handle divorce with children involved?”
- “I need a will. What does it cost?”
- “Do you have someone who speaks Spanish?”
How it works
- 01
Greet and disclose
The agent introduces itself as the firm's AI assistant, explains it cannot give legal advice, and mentions call recording if you use it.
- 02
Identify the matter type
It asks what the person needs help with and maps it to your practice areas. Matters you do not handle receive a polite referral message you approve.
- 03
Gather intake facts
Using your intake script, it collects key dates, location, parties involved and any deadlines the caller knows of, plus names needed for the conflict check.
- 04
Book the consultation
Qualified enquiries are offered consultation slots with the right attorney, in person, by phone or video. Fees and what to bring are explained clearly.
- 05
Hand off and follow up
Your intake team receives a structured summary. Urgent situations, such as court dates within days, are flagged for immediate staff callback.
Legal lead qualification AI that stays inside the lines
Legal intake has rules that most front-desk tools ignore. Clientager is configured so the agent never tells a caller whether they have a case, how much it is worth or what they should do legally. It collects facts and books time with an attorney. When callers ask for advice, it explains that only an attorney can answer and offers the earliest consultation. Disclaimers you approve, such as that contacting the firm does not create an attorney-client relationship, can be read or sent automatically.
Qualification follows your criteria, not generic ones. A personal injury practice might screen for date of incident, injuries and treatment, and whether liability looks disputed. A family law firm might ask about children, jurisdiction and whether papers have been served. Enquiries outside your practice areas get a courteous message and, where you choose, a referral resource, so attorneys only see matters they want.
Conflict checks and confidentiality
Before an attorney hears the details, your firm needs to know whether it can take the matter. The agent asks for the names of opposing parties, related businesses and insurers early in intake and records them in a dedicated field. Your staff run the conflict check in your practice management system before the consultation, so nobody learns sensitive facts from a party the firm cannot represent.
Clientager is designed with privacy in mind. Intake summaries go only to the people you specify, conversation records can be exported or deleted on request, and the agent asks callers to share detailed documents through your secure portal rather than by text. Your ethics and data obligations are discussed during setup, and you review every script before it goes live.
Law firm appointment AI for consultations and existing clients
Consultation booking is where many firms lose people. Callers want to know when they can talk to someone, what it costs and how long it takes. The agent offers real slots from each attorney's calendar, explains whether consultations are free or paid, and can send a secure payment link for paid consultations. Reminders cut down on no-shows, and rescheduling happens without phone tag.
Existing clients are treated differently. When a caller says they already have a matter with the firm, the agent can take a message for their paralegal or attorney, answer general questions like office hours or where to drop documents, and flag urgent issues. It does not discuss case details or strategy. Your team stays in control of client relationships while the front desk is no longer a bottleneck.
Frequently asked questions
Will the AI ever tell a caller whether they have a case?
No. The agent is configured to avoid legal advice entirely. If someone asks whether they have a case or what it is worth, it explains that only an attorney can answer that and offers the next consultation. It can read a disclaimer you approve at the start of intake.
How does it help with conflict checks?
During intake it asks for the names of opposing parties, their insurers or employers, and any related people or businesses, and records them separately from the facts of the matter. Your team runs the check in your own system before the attorney reviews details or meets the potential client.
Can it handle different intake questions for each practice area?
Yes. You can have separate intake flows for personal injury, family, criminal, immigration, estate planning or any other area. Each one asks the questions your attorneys need, and the summary is routed to the right intake person or attorney for that practice group.
What if someone has an urgent deadline or is in custody?
You define what counts as urgent, such as a hearing within a week, an arrest, or a statute of limitations concern. The agent flags these immediately to an on-call attorney or staff member by text or call transfer, rather than simply booking the next open consultation.
Can it collect consultation fees?
Yes. For paid consultations, the agent sends a secure payment link from your payment provider. It never asks for card numbers in a call or chat. Trust account and retainer payments remain with your billing team.
How does it treat calls from current clients?
It identifies that the caller is an existing client, takes a detailed message for the responsible attorney or paralegal, and answers only general questions like office hours or how to upload documents. Matter-specific questions are never discussed by the AI.
How long does setup take for a law firm?
You share your practice areas, intake questions, conflict process and calendars. Clientager's team builds and tests the intake flows, you review the scripts, and it is usually ready for review within 24 to 48 hours. It only goes live after you approve it.
Capabilities
Related industries
Use cases
Want this for your business?
Tell us how your business works. We'll build the AI around it, test it, and have it ready for your review within 24–48 hours.