Every intake call answered, qualified, and in Clio before you are at your desk.
Intake by practice area. Conflict-check data captured. Consults booked. Engagement letters chased. No legal advice, ever, and every prospective client is still your decision.
Waitlist is open now. Property management is live; law firms start onboarding after home services.
Good morning, Marta. Here's overnight intake for Alvarez & Cole (3 attorneys)
7 after-hours calls
5 handled 3 full intakes captured by practice area, conflict-check data collected, in Clio
2 consults booked (Tue 9am, Wed 2pm)
2 need you Potential conflict flagged: opposing party matches an existing matter. No intake completed.
Caller asked whether they "have a case." Told them only an attorney can answer that. Consult offered.
12 web and email inquiries
10 handled 7 qualified and scheduled, 3 outside practice areas, referred out per your list
2 need you Fee question beyond your published schedule
Prospective client outside your state (needs your call)
Follow-ups
4 unsigned engagement letters chased · 2 signed overnight
Median first response to a new inquiry: 41 seconds
They do not leave a voicemail. They call the next firm.
Clio also found that firms which improve client onboarding, including adding online intake tools, average 50% more incoming potential clients and 50% more revenue.1
The intake work that never gets done at 8pm.
- Intake by practice area, using your questions, in your order
- Conflict-check data capture, checked against existing matters, flagged not resolved
- Consult scheduling into Clio, MyCase, Lawmatics or PracticePanther
- Web form and email inquiries answered in under a minute, not next Tuesday
- Referral-out for anything outside your practice areas, using your referral list
- Engagement letter chasing until signed
- Document request follow-up on open matters
- Payment reminders on outstanding invoices through LawPay
- Morning intake digest with everything captured and everything flagged
The hard lines.
- No legal advice, in any form
- No accepting a client or a matter
- No fee quotes beyond your published schedule
- No discussion of deadlines, limitations or filings
- No completed intake where a conflict is flagged
These are written into the playbook you sign off and into the engagement terms. They are not settings someone can toggle.
Your practice stack.
What is the unanswered phone costing you right now?
Estimates only. Defaults come from published industry benchmarks; change them to your numbers.
* Assumes we recover 65% of currently missed inquiries, consistent with the 35–55% missed-call reduction reported by home-service companies switching to AI answering and the sub-60-second response benchmarks in property management. Individual results vary. Sources on this page.
What the math says, before we have proven it on your firm.
We are new in this vertical. Here is what we expect and where the numbers come from. We will replace this with client results as we earn them.
Retained matters
At 40 inquiries a month with 35% missed, 14 go unanswered and roughly 9 are lost for good. Recovering 6 at a 30% consult-to-retain rate and a $3,000 average matter is about $5,400 a month.
Intake cost
AI intake tools reduce client intake costs by up to 40% for small and mid-sized firms.3 The bigger gain is usually the inquiries nobody had time to answer at all.
Projections use published industry benchmarks and the assumptions stated above. Your numbers will differ. This is not a guarantee of results, and nothing here is legal or business advice.
Per attorney, $750 minimum.
| Firm size | Monthly | Includes |
|---|---|---|
| 1 to 2 attorneys | $750 | 24/7 running · daily intake digest · monthly playbook tuning · priority support · quarterly review · three-month minimum, then month to month |
| 3 to 5 attorneys | $1,250 | |
| 6 to 10 attorneys | $1,900 |
Indicative pricing, confirmed at launch. Setup is the Starter Package at $4,500 for a single office or the Workflow Package at $7,500 for multiple, with the first month of Managed Agent included and a 30-day go-live guarantee.
Nothing irreversible happens without you.
Every workflow ships with approval gates. The agent handles the routine, logs the ambiguous, and waits for a human on anything with money, legal weight, or a relationship on the line.
- Capturing intake by practice area
- Collecting conflict-check information
- Booking consults into Clio or MyCase
- Chasing unsigned engagement letters and document requests
- Referring out inquiries outside your practice areas
- Following up on a scheduled consult
- Flagging a potential conflict
- Marking a caller as urgent
- Any legal advice, ever
- Accepting a client or a matter
- Fees beyond your published schedule
- Anything involving a deadline or filing
We never give legal advice, quote fees beyond your published schedule, or accept a client. Every prospective client is a decision made by your firm.
Questions we get on every call
Does it give legal advice?
Never. That is a hard line written into the playbook and the contract. If a caller asks whether they have a case, the agent says only an attorney can answer that and offers a consult. It does not characterise claims, estimate outcomes, or discuss deadlines.
Who decides whether to take the client?
You do, every time. The agent captures the intake, runs the conflict-check questions you specify, and books a consult. It never accepts a client, never signs anyone up, and never quotes a fee beyond your published schedule.
How does conflict checking work?
The agent collects the information your conflict process needs: party names, opposing parties, matter type, dates. It checks those against your existing matters in Clio or MyCase and flags anything that matches, without completing an intake. A flagged conflict goes to you as the first item in the digest.
What about confidentiality?
Intake conversations are handled under the same confidentiality obligations you would expect from staff. Recordings and transcripts are retained for 90 days by default, or whatever period you specify, then deleted. We do not use client conversations to train anything. Details are in the privacy policy and the engagement terms.
How is this different from AgentZap or Smith.ai?
AgentZap starts around $109 a month for 150 minutes, plus a setup fee and per-minute overage, and it is a good product. If intake calls are your only gap, buy it. Smith.ai offers real humans, which matters for some firms. We are for the firm where intake is one of six things falling through: the unsigned engagement letters, the document requests nobody chased, the inquiry form nobody answered. Only 33% of firms respond to email inquiries at all.
Which practice areas does this work for?
Best fit is high-volume intake work: personal injury, family, immigration, estate planning, criminal defence, employment. Poor fit is anything where intake is a relationship rather than a form, such as M&A or complex commercial litigation.
Get on the law firm waitlist.
Twenty minutes. We will map where intake is leaking, tell you what we would automate first, and tell you honestly if a $109 intake tool would cover it.
1. Answer rate, email response rate and onboarding impact come from Clio's Legal Trends Report, based on a secret-shopper study of 500 law firms. A separate national study puts unanswered calls at 35% and the industry cost at an estimated $109 billion a year.
2. Caller-to-competitor behaviour is reported across several call-analytics vendors, with studies ranging from 82% to 88% for callers who do not leave a voicemail. Definitions differ between studies, so treat it as a range. Response-time conversion effects: Legal Client Intake Statistics, 2026.
3. Intake cost reduction for small and mid-sized firms: Best AI Receptionists for Law Firms, Lawmatics, 2026.
Exhibit Automation is not a law firm and does not provide legal services or advice.