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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. The AI answers every one, captures the practice area and details, and books the consultation — so no qualified lead is left waiting.

  • Answers calls and messages 24/7 with honest 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.

No obligation. We reply by email, usually within one business day.

Incoming call · AI intake · 9:14 PM
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?9:14 PM · answered in 1 ring
I need help with a family matter — a custody situation.9:14 PM
Thank you. So we can arrange the right consultation, may I take your name, the other party’s name and a brief summary?9:15 PM
Priya Anand. Other party is Daniel Ross. There’s an upcoming hearing.9:15 PM
Understood. Do you have a date for the hearing? I’ll flag it so the team can review it promptly.9:16 PM
The 14th.9:16 PM
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?9:17 PM
Tuesday 4.9:17 PM
Booked for Tuesday at 4 PM. A confirmation is on its way, and the team will confirm the conflict check before the consultation.9:18 PM
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.

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.

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.

  • 24/7 AI phone and message answering with honest disclosure.
  • Administrative intake using the questions your team asks first.
  • Consultation scheduling into your live calendar.
  • Time-sensitive enquiries flagged for prompt human review.
  • Follow-up on quiet enquiries and past clients that stops on reply.

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 replies in seconds, on the caller’s channel.

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.
  • Any caller who asks for a person — routed instantly, with full context.

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?
No. It performs administrative intake only — capturing the enquiry, practice area and basic details, and booking a consultation. It never gives legal advice, opinions or strategy, and every substantive question is routed to your attorneys.
Can it screen for a conflict of interest?
It collects the names and parties needed for your conflict check and flags the file for your team to run it. The conflict decision itself always stays with a human.
Can it handle urgent matters and filing deadlines?
It captures dates and urgency so a time-sensitive enquiry — such as a statute of limitations concern — is flagged for immediate human review. It never calculates or advises on a deadline.
Will it work with our practice-management software?
We build around common legal practice-management and CRM platforms. Where no native connection exists, we connect honestly through the best available integration.
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

Step 1 of 3

Your Legal business, in plain terms

Two quick steps and we’ll map the fastest automation win for your team.

How big is your team?

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.

Get My Law Firm’s AI Intake Plan