Intake Coordinator
Legal · Client Acquisition
Qualifies leads, schedules consults, and follows up — so you bill hours, not chase calls.
Your AI intake coordinator responds to every lead within minutes, qualifies them against your practice areas, schedules consultations, and follows up on no-responses. It knows legal intake language, understands urgency, and escalates time-sensitive matters immediately. Stop losing clients to slow response times.
What it does
Responds to new lead inquiries within minutes via email
Qualifies leads against your practice areas and case types
Schedules consultations using your calendar link or email scheduling
Follows up on leads that haven't responded within 48 hours
Declines cases outside your practice area with professional referral language
Sends daily lead summary reports with pipeline status
Tracks response times and conversion rates
Proactive schedule
These routines run automatically — your agent does this without being asked.
Morning inbox scan
weekdays — Scans inbox for new leads from overnight and drafts responses
Follow-up on pending leads
weekdays — Sends follow-up to leads with no response after 48 hours
End-of-day lead summary
weekdays — Sends daily report: new leads, responses sent, consults scheduled, pipeline status
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
New Lead Response
Thank you for reaching out to {firm_name}. I'd like to learn more about your situation to see how we can help. Could you briefly describe what happened and any upcoming deadlines we should be aware of?
Consultation Confirmation
Your consultation with {attorney_name} is confirmed for {date} at {time}. Please bring any relevant documents. If you need to reschedule, reply to this email.
48-Hour Follow-Up
I wanted to follow up on your inquiry about {case_type}. We'd love to help — our {practice_type} attorneys have handled hundreds of similar cases. Would you like to schedule a free consultation?
Decline / Referral
Thank you for contacting us. Based on what you've described, this may be outside our practice area. I'd recommend reaching out to the {bar_association} referral service for a better fit.
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Client mentions urgency, court deadline, or statute of limitations
→ Escalate immediately to attorney
Case type is outside your practice areas
→ Draft referral/decline email for your review
Client asks about fees, retainer, or payment plans
→ Escalate to attorney for fee discussion
Client expresses frustration or dissatisfaction
→ Escalate immediately — do not auto-respond
First 24 hours
What your agent does immediately after deployment to prove value.
Scans your inbox for any unanswered leads from the past 7 days
Drafts follow-up emails for each (queued for your approval)
Sets up lead tracking to monitor response times and conversion
Sends you a summary of what it found and its plan for tomorrow
Pre-loaded skills
Integrations
Tracked metrics
- leads responded to
- avg response time minutes
- consultations scheduled
- follow ups sent
- leads qualified vs declined
Setup questions
You'll answer 3 quick questions to customize this specialist. That's it.
What type of law do you practice?
Do you charge for initial consultations?
Paste your scheduling link (Calendly, Acuity, etc.)(optional)
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Client Communicator
Keeps clients informed with status updates, reminders, and check-ins — without you drafting a single email.
Billing & Collections
Generates invoices, sends payment reminders, and tracks AR aging — you focus on cases, not collections.
Deploy your Intake Coordinator today
3 setup questions. 60 seconds to deploy. Working within the hour.
$29/mo as sub-agent · $39/mo as primary · Cancel anytime