Matter intake questionnaire
Ask the screening questions your practice area requires before a human consult.
Legal practices
AI Receptionist for Law Firms
Missed intake calls are missed retainers. Call & Flow greets potential clients, runs your qualification questions, and books consultations without giving legal advice.
Legal · Live line
Law firm
New matter intake
Incoming call · 00:42
Consult ready
Screened
01
Prospective client
New matter call
02AI active
AI receptionist
Runs intake questions
03
Fit filter
Practice area match
04Done
Book consult
Attorney calendar
05
Paralegal route
Existing clients
The phone problem
Missed intake calls are missed retainers
Attorneys cannot live on the phone while in court or meetings. Call & Flow runs your intake questions, books consults, and routes existing-client needs — without giving legal advice.
Intake capture
Answer new-matter calls before they hire someone else
Potential clients expect a professional response now. Capture conflict-check basics you allow and book the consult.
- Greet prospective clients professionally
- Run your screening questionnaire
- Book attorney consult slots
- Never provide legal advice
Matter intake
Attorney calendar
Live01
Prospective client
02
Screening
03
Book consult
04
Attorney prep
Practice-area routing
Send PI, family, and business callers to the right path
Different desks need different intake. Branch by practice area so the right owner sees the lead.
- Route by matter type
- Capture opposing-party fields you configure
- Separate existing-client callbacks
- Escalate urgent filing or arrest language
Routing
Correct intake desk
Live01
Caller intent
Practice area
02AI active
Branch
PI / family / business
03Done
Owner queue
Correct intake desk
04
Human review
Attorney / staff
Existing clients
Route current matters without bouncing around the firm
Clients with an attorney name or matter reference should reach the right paralegal or lawyer quickly.
- Capture attorney or case identifiers you allow
- Take structured messages when humans are busy
- Transfer with context
- Protect privileged conversations with human escalation
Client route
Per availability
Live01
Existing client
02
Identify desk
03
Message or transfer
04
Staff responds
Clear boundaries
Logistics automation. Legal advice stays human.
Call & Flow handles intake logistics and approved FAQs. Licensed professionals handle advice and strategy.
- No legal advice from the AI
- Approved process FAQs only
- Urgent matters escalate immediately
- Solo and small firms keep intake moving in court hours
Boundaries
Licensed human
LiveAI handles routine
AI boundary
No legal advice
Advice question
Escalate
Human when it matters
Counsel
Handles merits
Context preserved
How it works
How Call & Flow works for law firms
Configure practice-area routing, consult booking, and escalation for urgent matters your firm defines.
01 02 Consult booking
Offer consult slots that match attorney availability rules.
03 Conflict and fit filters
Capture opposing parties or matter type fields you configure — without giving legal advice.
04 Practice-area routing
Send family, PI, business, or criminal inquiries to the correct intake owner.
05 Knowledge FAQs
Office hours, directions, and process overviews from approved content only.
06 Human escalation
Urgent or privileged conversations move to staff with a clean summary.
Call scenarios
Real conversations your line already gets
New matter intake
Potential client describes an issue. The agent collects conflict-check basics you allow and books a consult.
Existing client callback
Caller has a case number or attorney name. The request is routed or messaged to the right desk.
After-hours urgency
Arrest, injury, or filing deadline language triggers your escalation path.
Benefits
What changes when every call is answered
Higher intake capture
Potential clients get an immediate professional response.
Better-qualified consults
Attorneys walk into meetings knowing the basics.
Clear ethical boundary
Automation handles logistics; legal advice stays with licensed humans.
Legal FAQ
Questions law firms ask before launching an AI receptionist.
Does the AI give legal advice?
No. Call & Flow must not provide legal advice. It handles intake logistics, FAQs you approve, and routing to attorneys or staff.
Can it support multiple practice areas?
Yes. Use branching questions and routing rules so PI, family, and business callers reach the right intake path.
Is it useful for solo attorneys?
Especially. Solo and small firms often miss calls while in court — an AI receptionist keeps intake moving.
Explore
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Explore
Related use cases
Keep exploring how Call & Flow fits your calls.
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- Call AnsweringThis workflow is about never missing the ring — lunch rushes, campaign spikes, and nights when nobody is free. Call & Flow answers, captures why they called, and completes the next step or queues a human follow-up.
- AI ReceptionistFront-desk answering for small businesses.
- AI Voice AgentsPlatform overview for phone automation.
- PricingCompare plans and included minutes.
Looking for a different market? Browse all 12 industries.
Put an AI receptionist on your legal line
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