Enquiries that reach voicemail
A prospective client who calls during a hearing or a meeting often moves on to the next firm rather than leave a message.
For law firms
Turn More Legal Enquiries Into Booked Consultations With AI
Enquiries arrive while your team is in court, on a call or with a client. On connected channels, the AI can capture practice-area details and support consultation booking into released slots.
Configured target: response and availability goals apply once your channels and calendar are connected; this is not a service-level guarantee.
- Phone and message response goals configured for connected channels and hours, with clear AI disclosure.
- Captures the practice area — PI, family, estate, immigration or business.
- Collects the details your team needs, including for a conflict check.
- Books consultations into your calendar and follows up on enquiries.
Configured target: response and availability goals apply once your channels and calendar are connected; this is not a service-level guarantee.
No obligation. We reply by email after reviewing your request.
Thanks for calling the firm. This is the intake assistant. I can take your details and arrange a consultation — I’m not able to give legal advice. Which area is your enquiry about?
I need help with a family matter — a custody situation.
Thank you. So we can arrange the right consultation, may I take your name, the other party’s name and a brief summary?
Priya Anand. Other party is Daniel Ross. There’s an upcoming hearing.
Understood. Do you have a date for the hearing? I’ll flag it so the team can review it promptly.
The 14th.
Thank you — I’ve marked the file as time-sensitive for human review. I can hold a consultation on Tuesday at 4 PM or Wednesday at 10 AM. Which suits you?
Tuesday 4.
Booked for Tuesday at 4 PM. A confirmation is on its way, and the team will confirm the conflict check before the consultation.
Illustrative example
Transcript is an illustrative example of the conversation the agent is configured to handle for a law firm. Intake is administrative only — no legal advice is given, and wording and routing are set to your rules.
The problem
Law firm enquiries are lost before intake is done
The work is uneven. A rush of enquiries one week, quiet the next — and always competing with court dates, client meetings and the intake that a busy team struggles to keep up with.
Incomplete intake
When the practice area, parties and key dates are not captured up front, your team spends time re-asking instead of advising.
Follow-up that stalls
Quiet enquiries need steady follow-up. Without it, qualified leads who were not ready immediately simply drift away.
The system
One connected intake, from enquiry to booked consultation
Praktivo builds a system around the intake you already run — the call, the web form, the referral, the consultation in your calendar and the conflict check that keeps intake clean.
- Phone and message response goals configured for connected channels and hours, with clear AI disclosure.
- Administrative intake using the questions your team asks first.
- Consultation scheduling into your live calendar.
- Time-sensitive enquiries flagged for your team under configured escalation rules.
- Follow-up on quiet enquiries and past clients that stops on reply.
Configured target: response and availability goals apply once your channels and calendar are connected; this is not a service-level guarantee.
Illustrative workflow example
From enquiry to booked consultation
- 9:14 PMInbound call captured — family matter, after-hours
- 9:15 PMAI intake captures names and a brief summary
- 9:16 PMHearing date noted and file flagged time-sensitive
- 9:17 PMConsultation booked; confirmation sent
- Next morningTeam reviews the file and runs the conflict check
- After consultationEngagement follow-up queued if the client proceeds
The workflow
The nine steps, connected
Every legal enquiry moves through the same journey — with a human one clear step away.
1
Traffic
Ads, search and referrals to a page built to convert.
2
Lead Capture
Calls, forms and messages captured with source detail.
3
AI Response
The agent responds using approved content on supported connected channels.
4
Qualification
Practice area, parties and key dates captured.
5
CRM
A clean record with source, timeline and next action.
6
Follow-Up
Email and SMS sequences that stop on engagement.
7
Appointment
Booked into your live calendar, with reminders.
8
Sales
Your team closes, briefed and unblocked.
9
Analytics
Which campaign produced the booked consultation.
Human in control
What stays human
Automation removes busywork and slow response. Legal judgement and every legal decision stay with your attorneys.
- All legal advice, opinions and case strategy.
- The conflict-of-interest check and its outcome.
- Fee structures, retainers and engagement letters.
- Statute of limitations and any deadline calculation.
- When a caller asks for a person, the human handoff configured for your team can include the context captured so far.
Administrative intake only — never legal advice
The agent gathers information and books consultations. It gives no legal advice, no opinions and no strategy, and it never guarantees any outcome. Anything substantive is routed to your attorneys.
A licensed human always owns the legal matter.
What you get
Deliverables, configured for your practice
AI agent
Phone and message agent configured with your practice areas, intake questions, availability and escalation paths.
CRM setup
Enquiries, stages, source tagging and a timeline on every record, connected to your existing tools.
Sequences
Enquiry follow-up and reactivation cadences with opt-out handling.
Dashboard
Visibility on enquiries, response time, booked consultations and which campaign produced them.
FAQ
Law firm questions, answered
Does the AI give legal advice?
Configure the workflow for administrative intake, such as capturing an enquiry and requesting a consultation. Set substantive or legal questions for attorney review through an available handoff; do not rely on it for legal advice, opinions or strategy.
Can it screen for a conflict of interest?
It can collect the names and parties you configure for intake and submit them for your team’s conflict review. Your attorneys determine the conflict result.
Can it handle urgent matters and filing deadlines?
It can capture dates and urgency under your intake rules. Configure time-sensitive matters for attorney review; do not rely on the workflow to calculate or advise on filing deadlines.
Will it work with our practice-management software?
Integration options depend on your practice-management tools and available connectors. Confirm a supported connection path before promising automation.
Get your plan
See what an AI intake system could do for your law firm
Tell us how enquiries and intake flow today. On a free strategy call we will map the fastest fix — usually after-hours answering or enquiry follow-up.
Step 1 of 3
Your Legal business, in plain terms
Two quick steps and we’ll map the fastest automation win for your team.
Step 2 of 3
Where do you lose the most leads?
Pick the one that hurts most — that’s what we’ll fix first.
Step 3 of 3
Where should we send your plan?
We prepare your plan before the call — no obligation.
You’re all set!
We’ve got everything we need to prepare your plan. We’ll reply by email after reviewing your request.
Your fastest win:
How It WorksStrategy call · We come prepared with custom recommendations
Prefer to skip ahead? Book a strategy call →
Ready to stop losing law firm enquiries to voicemail?
Book a free AI strategy call and we will walk your intake, conflict checks and consultation scheduling against this system.