Law firms need fast intake without letting AI provide legal advice. The right workflow collects structured details and routes judgment-heavy work to humans.
Outcomes to evaluate
- intake coverage
- 24/7
- enquiries pre-screened
- 60%+
- matter summaries
- 100%
- response time
- < 60s
Matter routing
The agent should identify practice area and urgency before routing.
- Personal injury
- Family law
- Immigration
- Business law
- Estate planning
Boundaries
The system should collect information, not provide legal advice.
- Disclaimers
- No case prediction
- Urgent handoff
- Human review
Frequently asked questions
Can AI give legal advice?
No. It should collect intake information and route legal questions to the firm.
Can it book consultations?
Yes, based on practice area, attorney availability, and intake criteria.