The AI agent for legal intake that answers while you are in court
An AI agent for legal answers every call, captures case details in one structured conversation, screens for conflicts and fit, and books qualified consultations into your calendar, so the client who calls during your court hours retains your firm instead of the next one in the search results. It never gives legal advice, and anything sensitive routes to a human.
Where retainers quietly disappear
Calls missed during court hours, intake details collected across three separate phone calls, and website enquiries that wait days for a reply. Every one of them is automatable.
The call that rings during court
People with urgent legal problems do not leave voicemails and wait. The caller you miss at 11 am is signing an engagement letter with the next firm by the afternoon.
Intake spread across three calls
The facts arrive in fragments: one call for the story, another for the dates, a third for the documents. Every callback burns billable hours and tests the client's patience before you are even retained.
Website enquiries wait days
The contact form goes to an inbox somebody checks between hearings. By the time your reply lands, the prospect has already had a consultation somewhere else.
Intake that runs while you bill hours
One connected system that answers every call, captures the case once, screens for conflicts and fit, and puts qualified consultations on your calendar with a summary attached.
Every call answered, in court or out
The AI intake agent picks up on the first ring, day and night. It captures the caller's situation in one structured conversation, sets expectations, and never leaves a potential client talking to voicemail.
Conflicts and fit screened up front
Names and parties are checked against your conflicts process, and the matter is screened against the case types, jurisdictions, and criteria your firm defines. Poor fits get a courteous referral path; qualified matters move forward.
Qualified consultations, booked
Matters that pass screening land directly on the right attorney's calendar with an intake summary attached: facts, dates, parties, and documents requested. You walk into every consultation already briefed.
Missed callers get an instant text back
If a caller hangs up before the agent finishes, a text arrives within seconds with a booking link and a promise of a callback. Website enquiries get the same treatment: answered in seconds, not days.
The numbers three months after go live
Live in your firm in two to four weeks
Free intake audit
We map how enquiries reach your firm, how long replies take, and where prospects fall out between first call and signed retainer. You keep the written roadmap whether you hire us or not.
Fixed price blueprint
One number for the exact system: what the agent asks, how conflicts screening works, what routes to a human, how Clio connects. No hourly billing.
Build and test on real calls
We build inside accounts your firm owns and test against live calls and enquiries until the screening logic and handoffs satisfy your attorneys.
Handover and support
Documentation for every workflow plus 30 days of support. Your firm owns the system outright.
Confidentiality first, advice never
Intake data stays in accounts your firm controls, anything sensitive gets human review, and the agent is hard limited to intake and scheduling. It does not practice law.
Built for privilege
Client data lives in firm controlled accounts, encrypted in transit and at rest, with access limited to people you name. Anything sensitive is flagged for human review before it moves anywhere.
No legal advice, by design
The agent gathers facts and books consultations. Questions that edge toward advice get a clear response that an attorney will address them, and the conversation routes to your team. The boundary is tested before go live.
Your practice management stays central
New matters, contacts, and bookings land in Clio or whatever your firm already runs, with intake summaries attached. Nothing retyped, nothing in side spreadsheets.
You own everything
Every workflow runs in accounts registered to your firm. Leave us tomorrow and intake keeps answering.
The litigation firm that stopped losing callers to court hours
A litigation firm was missing calls every time its attorneys were in hearings and collecting intake across multiple callbacks. We built an AI intake agent, conflicts and fit screening, instant text back for missed callers, and consultation summaries on their existing practice management system.
Built on the tools your firm already runs
Clio or your practice management system at the center; Twilio carrying the calls and texts; Calendly handling consultation bookings; n8n or Make moving the data between them. Your stack decides the tools, not the other way around.
Legal intake automation, answered directly
What is an AI agent for legal?
An AI agent for legal is software that handles client intake and scheduling: it answers every call, captures case details in one structured conversation, screens for conflicts and fit against your criteria, and books qualified consultations into attorney calendars. It works around your court hours, and anything sensitive routes to a human at your firm.
Will it give legal advice?
No. The agent is strictly limited to intake and scheduling. It gathers facts, checks fit against criteria your firm defines, and books consultations. Any question that edges toward advice gets a clear response that an attorney will address it, and the conversation routes to your team. Those boundaries are built in and tested before go live.
How is client confidentiality protected?
Every intake conversation lives in accounts your firm controls, not ours. Data is encrypted in transit and at rest, access is restricted to the people you name, and anything sensitive gets human review before it moves anywhere. You review the full vendor chain and every workflow before the system takes its first call.
What does an AI agent for legal cost?
A complete intake system typically lands between $1,000 and $5,000 to build plus $50 to $300 in monthly platform fees, depending on call volume and integrations. Set that against the value of one retained client and the payback math is short. You get a fixed quote after a free audit of your intake flow.
Does it integrate with Clio or our practice management system?
Yes. New matters, contact records, and consultation bookings land in Clio or the practice management system you already run, with the intake summary attached. If your platform has an API we connect it directly; nothing gets retyped and nothing lives in a spreadsheet on the side.
How many callers hung up while you were in court?
Book Your Free Automation AuditWe map your intake flow and hand you the roadmap. 30 minutes, zero obligation.
Request your free intake audit
Tell us where enquiries reach your firm and where they stall. An automated confirmation reaches you in seconds; a human replies within business hours.
Direct lines
- Email: info@innovariatech.space
- Phone: +1 601 860 1258 · WhatsApp
- Or use the full contact page.
Related reading
What automating follow up really costs and the best automation tools compared, from our blog.
Built from these capabilities
AI voice agents
Calls answered on the first ring while you are in hearings, intake captured in one conversation.
See AI voice agents →Lead automation
Website enquiries and missed callers answered within 60 seconds, screened, and booked.
See lead automation →Workflow automation
Intake summaries, matters, and bookings flowing into your practice management system automatically.
See workflow automation →Other industries: Healthcare · Finance · Real Estate