⚖️Legal

LegalIntake

LegalIntake handles the first call every prospective client makes. It asks structured intake questions, checks for conflicts of interest, captures case facts, and books qualified consultations directly on the attorney's calendar. It speaks in a calm, professional tone and never rushes a caller — collecting complete information before the lawyer ever sees the lead.

Use Cases

✓Structured intake with conflict checking
✓Practice-area routing (family, criminal, PI, etc.)
✓Consultation booking with prep document reminders
✓After-hours capture of high-intent leads
✓Multi-attorney firm — routes to correct practice group

Live Demo

📞

LegalIntake

Sample Call Transcript

Sample Call — Personal Injury Intake

LegalIntake

Thank you for calling Hartwell & Associates. This is Dana, how may I direct your call?

Caller

Hi, I was in a car accident last week and I'm looking for representation. I'm not sure if this is something you handle.

LegalIntake

I'm sorry to hear about your accident — yes, our personal injury team handles these cases regularly. Let me ask a few quick questions to make sure we're the right fit and there are no conflicts. May I have your full name and the name of the other party involved?

Caller

Sure, my name is Robert Torres. The other driver was a Sarah Milligan.

LegalIntake

Thank you, Robert. Let me run a quick check... No conflicts found. Now, can you tell me briefly what happened and whether you've received any medical attention?

Caller

I was rear-ended at a stoplight on the 17th. I went to urgent care — whiplash and lower back strain. I have the police report and the other driver was cited.

LegalIntake

That's very helpful. Based on what you've described, I'd like to get you in with Michael Hartwell, our senior PI attorney. He has an opening this Friday at 3:00 PM. Would that work for you?

Caller

Friday at 3 works. Do I need to bring anything?

LegalIntake

Yes — please bring the police report, any medical records from the urgent care visit, your insurance card, and photos of the damage if you have them. I'll send you a confirmation email with a checklist right now. Is there anything else?

Caller

That covers it. Thank you, Dana.

LegalIntake

You're welcome, Robert. We'll see you Friday at 3:00 PM. Take care.

0:422:05

🔊

Audio simulation — live calls sound like a natural human conversation.

Architecture

🧠Brain

GPT-4o with legal intake scripting and conflict-checking logic

📋Instructions

Professional legal receptionist persona; structured intake questionnaire; conflict-of-interest detection rules; practice area routing logic

🔧Tools

Google Calendar, Clio / MyCase practice management APIs, conflict-check database lookup, DocuSign for engagement letters

🧩Memory

Call-level intake state machine + CRM-persisted lead records

⚙️Harness

Vapi voice orchestration with multi-step legal intake workflow

🌐Environment

Vapi cloud telephony with law-firm branding; integrates with existing phone system

Ready to put LegalIntake to work?

Commission a version tailored to your business, or get in touch for pricing and deployment options.

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