Legal intake (solicitors)
Triage enquiries, conflict-check, book consultations
High-street solicitors burn hours on initial-enquiry phone calls where most callers turn out to be a conflict, out of scope, or in need of a different practice area entirely. The intake assistant captures the basics in a strict order (caller name, DOB, postcode, other parties for conflict, brief matter description, practice area, urgency) so reception can do a proper conflict check before booking. Never gives legal advice. Knows when to flag urgent: police-station, eviction tomorrow, deportation imminent.
How it works
Here's what a real conversation with your Legal intake assistant looks like.
Legal intake
AI assistant
What you get
Strict capture order so conflict checks are possible
Practice-area triage (family, conveyancing, housing, employment, immigration, wills)
Urgent-matter detection with explicit fast-track language
Never quotes fees off-list, defers to the fee-earner
Legal-aid eligibility mentioned without promising it
The outcome
Reception spends time with qualified callers instead of triage. Conflicts spotted before any privileged information is shared. Urgent matters reach a fee-earner the same hour.
Set it up in 5 steps
Use the Legal intake template
Fill in firm name, practice areas, fee-earner contact emails
Upload your fee schedule and legal-aid policy
Set urgent-matter escalation rules to the right partner
Deploy on web only at first (WhatsApp is risky for privileged matter)
How each feature helps
These are the platform features that make this use case work. Each one plays a specific role in delivering results.
Knowledge sources
You give your assistant information to learn from. Upload documents, paste URLs or connect cloud folders. The assistant reads everything, breaks it into chunks and uses the relevant bits when answering questions.
Actions
Actions let your assistant do things in the real world. Send an email, create a support ticket, update a CRM record or call any webhook. You decide which actions need human approval before they run.
Forms
Sometimes a structured form works better than a free-text conversation. You build the form once with the fields you need and it works everywhere: in the chat widget, on a standalone page and in email follow-ups. Submissions feed into your inbox and can trigger actions.
Outcome analytics
Don't just count messages. Track what actually matters: leads captured, meetings booked, issues resolved, handoffs avoided and cost per outcome. You'll see which assistants drive results and which need attention.