AI intake built for law firms
The AI intake system built for law firms.
Your AI front office—from first contact to follow-up. Supercharge your existing CMS with agents that answer leads, complete intake, book consultations, and follow up across phone, web, SMS, and email.
Intake and scheduling only. No legal advice.
One intake workflow across channels
- Gather firm-approved information from phone and website conversations.
- Coordinate configured SMS and email confirmations, forms, reminders, and follow-up.
- Offer consultation times and apply routing, callback, or staff-review rules.
- Write a reviewable transcript, summary, structured fields, and next step to connected systems.
Built for controlled rollout
Begin with a defined channel, time window, or workflow. Review the outputs, adjust the rules, and expand after the firm approves the behavior.
Common questions
What does LegalVoice do for a law firm?
LegalVoice is an AI intake and communication platform for law firms. It can respond to configured calls and website inquiries, gather firm-approved information, offer consultation times, coordinate SMS or email follow-up, and preserve a structured record for staff review.
Does LegalVoice work across voice, web, SMS, and email?
LegalVoice supports voice and website intake together with configured SMS and email confirmations, reminders, forms, and follow-up. The firm controls which channels, triggers, consent rules, and downstream actions are enabled for each workflow.
What does the firm receive after an intake?
The configured handoff can include the transcript or website answers, structured intake fields, a summary, the disposition, scheduling or transfer results, callback ownership, and integration delivery status. Staff can review the source record instead of relying on an unstructured message.
Can LegalVoice start with after-hours or overflow coverage?
Yes. After-hours and overflow are practical starting points because the firm can define the exact coverage window, caller paths, transfer destinations, calendars, and staff-review rules before expanding.
What happens when a caller asks for a person or needs human judgment?
LegalVoice follows the firm’s configured transfer, callback, or staff-review rules. A human request, distress, ambiguity, a legal question, or another approved trigger can move the conversation to staff with the available context attached.
Does LegalVoice work with Lead Docket and Filevine?
LegalVoice supports configuration-bound Lead Docket and Filevine workflows. The exact form, fields, lookup behavior, notes, tasks, attachments, write actions, and failure handling depend on the firm’s approved integration configuration.
Which languages can LegalVoice support?
Website intake currently supports English, Spanish, or an English/Spanish visitor choice. Live voice agents can use up to four configured language profiles selected from the supported voice catalog when compatible voices, reviewed scripts, disclosures, and fallback rules are in place.
Can we test LegalVoice before replacing our current workflow?
Yes. A firm can map its caller paths, run approved simulations, and begin with a limited boundary such as after-hours or overflow. Review the transcripts, fields, dispositions, bookings, callbacks, and integration states before expanding coverage.
How should a firm compare LegalVoice with Smith.ai?
Both products support legal intake and connected workflows. Compare the purchased human-coverage model, voice and website experience, structured fields, disposition, follow-up ownership, exact CRM actions, failure states, language configuration, and total cost using the same simulated calls.
Does LegalVoice give legal advice or decide whether the firm should take a case?
No. LegalVoice gathers information and executes firm-approved intake, scheduling, routing, and follow-up workflows. Legal advice, case evaluation, case value, and representation decisions remain with qualified firm staff.