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AI Intake and Answering for Small Law Firms
Prospective clients often contact several firms and hire whichever one responds first. We set up AI intake for Denver and Boulder law firms that answers every call and web inquiry, screens for your practice areas, books consultations, and keeps unsigned leads from going cold.
Where automation pays off
Real situations we automate for businesses like yours across Denver, Boulder, and the Front Range.
Accident calls on the weekend
A potential personal injury client calls on a Saturday. The agent collects the incident date, location, injuries, and insurance details, checks the matter fits your practice, and books a consultation for Monday.
Out-of-scope callers
Callers with matters you don't handle are politely referred to the Colorado Bar's lawyer referral service or your referral partners, so your attorneys' time goes to matters you take.
Web form leads at night
Instant Lead Response calls web inquiries within a minute, completes intake, and sends a summary to your intake team for the conflict check.
Unsigned leads
Prospects who had a consult but haven't signed get a scheduled, professional follow-up so they don't drift to another firm.
Recommended services
Start with one, then add more. Each is live in days to a couple of weeks.
Works with your existing tools
We connect to the software you already use, through native integrations, APIs, or Make and Zapier automations.
- Clio
- MyCase
- Lawmatics
- PracticePanther
- Calendly
- DocuSign
Frequently asked questions
Will the AI give legal advice?
No. The agent is set up to collect information and schedule. It never gives legal advice, never promises outcomes, and makes clear that no attorney-client relationship exists until an engagement is signed.
How is confidentiality handled?
Intake data goes straight to your practice management system or a secure inbox. We use reputable vendors with appropriate data protection terms and keep stored data and access to a minimum. Your firm reviews and approves the setup.
Can it run conflict checks?
It collects the names a conflict check needs (opposing parties, related parties) and passes them to your system or intake team. The decision itself stays with your firm.
Let's find the quick wins for your business
A free 30-minute call: we'll look at how calls and leads are handled today and recommend the one or two automations that will pay for themselves first. Local to Denver–Boulder, and happy to meet in person.