AI Intake for Law Firms | Legal Intake Employee

Hear an intake call

The handoff is the product.

The goal is not a clever phone bot. It is a clean intake packet your team can trust before the consultation starts.

AUDIO STATUS

Sample intake conversation - book the audit to hear it live on your own scenario.

Book the audit for your scenario

Sample — illustrative

After-hours personal injury intake packet

Not a client interaction

Call transcript excerpt

Caller

I was in a car accident on Friday night and my shoulder is getting worse. I missed work today and I do not know what to do next.

AI intake assistant

I can collect the intake details for the firm. I cannot give legal advice, but I can help route this for review. Were you the driver, passenger, or pedestrian?

Caller

Passenger. The other car hit us at an intersection. I have the police report number and the other driver had insurance.

AI intake assistant

Thank you. I will note the injury, incident date, police report, insurance context, and your callback window. The firm has a consultation slot tomorrow at 10:30am. Should I book that?

Qualification fields

Matter type: Personal injury - motor vehicle accident
Urgency: Medical symptoms worsening; missed work; callback within 1 business day
Conflict-check inputs: Caller name, other driver name, insurer, incident location
Callback window: Tomorrow 9:00am-12:00pm; prefers phone

Consultation booked

Tomorrow at 10:30am with intake attorney calendar path.

Clio / CRM-ready summary

Sample caller reports passenger-side motor vehicle accident on Friday night, shoulder pain worsening, missed work, police report available, other driver insured. Needs callback before noon. No advice given. Open questions: treatment provider, photos, employer documentation.

How it works

The intake loop is concrete before it is clever.

Answer every intake channel

Missed calls, web forms, voicemails, and chat enquiries get a same-day response path instead of waiting for a callback window.

Qualify with a practice-area script

We write and tune the intake questions for your matters: urgency, conflict context, location, timeline, documents, and next action.

Book the consultation

Qualified callers get routed to the right calendar path with the basic facts captured before the appointment.

Send the transcript

Your team gets a readable intake summary, full transcript, caller details, appointment status, and open questions.

Hand off to your system

We connect the intake output to your inbox, CRM, Clio, Lawmatics, or the handoff process your team already trusts.

Tune it every week

Rebotify reviews edge cases, missed questions, caller tone, booking quality, and handoff friction so the employee keeps improving.

The offer

Legal Intake Employee.
Managed, not DIY.

$1,500 setup, then $1,250/month. The pilot runs for 14 days with no lock-in, so the firm can judge the script, booking quality, transcripts, and handoff before committing.

Scope the 14-day pilot

$1,500

SETUP

Practice-area scripts, escalation paths, calendar rules, intake summaries, and handoff wiring.

$1,250/mo

MANAGED EMPLOYEE

AI phone and web intake, qualification, booking, transcripts, monitoring, and weekly tuning.

14 days

PILOT

No lock-in. Start with the intake channel most likely to leak after hours.

Comparison of Rebotify managed intake employee, human answering service, self-serve AI receptionist, and hiring intake staff.
Alternative	Rebotify managed intake employee	Human answering service	$49 self-serve AI receptionist	Hiring intake staff
Who writes the legal scripts	Rebotify drafts with your approved scope, tone, escalation rules, and matter fields.	Your firm usually supplies scripts; trained agents can follow them well.	You write prompts and workflows yourself.	Your intake lead writes and coaches the process.
24/7 coverage	Yes, for approved intake channels and routing paths.	Often yes, depending on plan and agent availability.	Usually yes once configured.	Only with shifts, overtime, or after-hours coverage.
Booking into your calendar	Included when your booking rules are clear.	Strong when the service supports your calendar workflow.	Possible, but setup and exceptions sit with you.	Strongest for nuanced scheduling and judgment calls.
Transcript and CRM handoff	Transcript, intake packet, and Clio, Lawmatics, CRM, or inbox handoff.	Message summaries are common; deeper CRM handoff varies.	Possible if you build and maintain it.	High quality when trained, but depends on consistency and workload.
Who tunes it weekly	Rebotify reviews transcripts, edge cases, scripts, and handoff friction.	Service QA plus your feedback loop.	Your team.	Your manager or practice owner.
Monthly cost	$1,250/month after setup during this pilot offer.	Often usage or minute based; can be efficient for overflow.	Low software fee, higher owner time.	Highest fixed cost, but best for complex human judgment.

Trust controls

What it does, and what it never does.

The intake employee collects only the facts needed for intake and handoff. Access is scoped to the channels you approve, and transcripts route to your chosen inbox, CRM, Clio, Lawmatics, or review queue.

Does

Answer after-hours calls, web enquiries, and missed-lead paths you approve.
Disclose it is an AI assistant when asked or as configured in your firm's script.
Qualify by matter type, urgency, location, timeline, documents, and conflict-check inputs.
Book consultations into approved calendar paths and send transcript plus summary.
Escalate to a human path for urgent, sensitive, unclear, or out-of-scope calls.

Never

Give legal advice, strategy, or representation decisions.
Quote fees beyond the language your firm has explicitly approved.
Promise outcomes, timelines, or that the firm will take the matter.
Proceed when unsure; it takes a message, flags the uncertainty, and routes for review.
Access tools or data outside the channels and permissions you approve.

Practice areas

One intake employee, different scripts by matter type.

Personal injury

Captures incident date, injury details, treatment status, insurance context, and deadline pressure.

Family law

Captures relationship status, children, existing orders, safety concerns, assets, and desired next step.

Immigration

Captures visa status, country, deadline, document readiness, interpreter needs, and prior filings.

Criminal defense

Captures charge, court date, bail status, location, prior representation, and urgency.

Estate

Captures probate or planning need, family roles, asset context, documents held, and timing.

ROI math

Use your own matter value. The math is simple.

1 missed after-hours enquiry
x your average signed matter value
- $1,250/month
= the break-even question

If one extra booked consultation a month would not matter to the firm, do not buy this. If one missed call can become a valuable signed matter, the pilot is there to prove whether Rebotify can capture that moment without adding work for your team.

Managed means

Rebotify owns the parts a cheap bot leaves with you.

We write and revise the practice-area intake scripts.

We monitor transcripts, caller edge cases, and bad handoffs.

We tune booking rules, escalation paths, and CRM fields weekly.

Proof we can run this safely

Proof is operational before it is statistical.

Operator history

Rebotify Pty Ltd has operated since 2016 and has shipped AI programs for Australian enterprises across insurance, energy, retail, and education. The intake employee is managed by the team that configures the workflow.

Delivered legal work

A tier-1 Australian energy retailer runs a Rebotify drafting assistant inside its in-house legal team: first drafts that took days now ship in under an hour, reviewed instead of retyped. Read the case study

Behind the front door

Intake is the front of the matter. For document chase, conflict-check prep, and lawyer-ready briefs behind it, the broader legal workflow picks up where intake hands off. See AI for law firms

Operational proof

The sample packet shows the handoff standard: transcript excerpt, extracted fields, booking status, and CRM-ready summary.

Monitoring cadence

We review transcripts, edge cases, escalation misses, booking quality, and handoff friction during the pilot and tune from those reviews.

Access controls

Scoped tool access, approved scripts, approved calendar paths, and owner-defined escalation rules keep the role inside its lane.

Pilot metrics

Pilot metrics will be published after the first cohort: answered calls, qualified matters, booked consultations, escalations, and handoff quality.

Q & A

The questions a careful small-firm owner should ask first.

How do you handle confidentiality?

The intake employee collects only the facts needed for intake and handoff. Access is scoped to the tools and channels you approve, and the transcript goes to your chosen inbox, CRM, Clio, Lawmatics, or review queue.

What happens with distressed callers?

The script is written for calm intake, not persuasion. It can slow down, collect contact details, capture urgency, and escalate to the human path you define when a caller sounds distressed or unsafe.

Can a human take over?

Yes. We define escalation rules during setup: practice areas you do not take, urgent matters, existing clients, angry callers, sensitive facts, and any scenario where your team wants a person involved.

What if the AI does not know the answer?

It says it cannot answer, captures the question, and routes the item for review. The employee is for intake, qualification, scheduling, and handoff. It is not there to improvise legal advice.

Does it give legal advice?

No. The tone is intake-only: collect facts, explain next steps you approve, book a consultation, and hand off the record. Advice, strategy, and representation decisions stay with the firm.

Do we need to port our phone number?

Not necessarily. We can start with call forwarding, a dedicated after-hours line, web intake, or another low-risk routing path before you decide whether to change number handling.

14-DAY PILOT

Start with the calls your team cannot answer. Leave with the first intake script.

Book a 15-minute intake audit

Send your firm size, practice areas, intake channels, and what happens after hours.

We map the first intake script and handoff to test.