the new standard for legal intake
Six parts of intake. One product.
KAY answers the phone, reads the document packet, books the consultation, follows up so the lead shows up, and speaks the way your firm wants to be heard. Built by an attorney. Used by firms that were tired of losing cases to voicemail.
FEATURE 01
24/7 Intelligent Intake
KAY answers every inbound call, text, and web inquiry the moment it arrives. After hours. Weekends. Holidays. Rollover when your staff is on other lines. The lead never hits voicemail.
[ AE ]
Call log · April 30, 2026
5 CALLS · 24 HOURS
2:34 AM
ANSWERED
Maria R. · Auto accident, I-95 rear-end
3:42
5:12 AM
ANSWERED
James P. · Slip and fall, Stop & Shop
4:18
11:23 AM
ANSWERED
Linda K. · Dog bite injury, treatment ongoing
ROLLOVER
5:07
3:18 PM
ANSWERED
David T. · Auto accident, Route 8 multi-vehicle
ROLLOVER
4:21
7:54 PM
ANSWERED
Sandra W. · Premises liability, broken stairs
3:33
What it solves:
The "After-Hours" Gap: Captures high-intent leads who call after 5 PM or on weekends when your staff is home.
Rollover Calls: When your receptionist is on another line, KAY catches the call before it hits voicemail.
The Cost of Delay: Eliminates the window of time where a lead might call a competitor because they didn't get a live response.
FEATURE 02
Real Conversations
KAY speaks conversationally. It asks the right questions. It gathers the case details that matter. No press-1-for-sales menus. No robotic scripts. Just a real conversation with someone who sounds like they work for you.
[ AE ]
Call summary · April 30, 2026 · 2:34 AM
DURATION 3:42
KAY
This is the law office of Hoffman & Associates. How can I help you?
MARIA R.
I was rear-ended yesterday on I-95. My neck is killing me.
KAY
I'm sorry. Were you able to get to a hospital?
MARIA R.
St. Vincent's. They did X-rays.
KAY
Good. Do you have a police report?
MARIA R.
Coming next week.
KAY
Can I get you in for a free consultation on Thursday at 10?
MARIA R.
Yes.
KAY
Perfect! You'll get a confirmation text shortly.
What it solves:
Rigid Intake Scripts: Replaces "press 1 for sales" with a natural, empathetic dialogue that builds trust from the first sentence.
Surface-Level Data: Goes beyond contact info to gather the nuance: facts of the case, injury details, and potential conflicts.
Poor First Impressions: Ensures every caller is met with a professional, bilingual voice that represents your firm’s brand perfectly.
FEATURE 03
Document Intake Processing
KAY reads the intake packet your client drops off. Police reports, ER records, declaration pages, witness statements. In minutes you have a structured Case Intake Summary on your desk: parties, injuries, insurance limits, liability, red flags. Before the consultation ends.
What it solves:
Hours of Manual Review: Your paralegal stops spending an entire afternoon reading through 200-page packets to find what matters.
Missed Red Flags: Surfaces the prior auto accident in 2019, the gap in treatment, the policy limit on page 47, before they bite you at trial.
Walking Into Consultations Cold: You sit down with the client already knowing what happened, what's documented, and what to ask about next.
FEATURE 04
Automated Scheduling
KAY filters out the non-cases. It books qualified leads on your calendar in real time. It confirms the appointment before they hang up. Your paralegal stops chasing scheduling emails.
[ AE ]
Calendar · Week of May 4, 2026
5 CONSULTS CONFIRMED BY KAY
MONDAY · MAY 4
11:00 AM
CONFIRMED
James P. · Free consult, slip and fall
30 min
TUESDAY · MAY 5
9:30 AM
CONFIRMED
Linda K. · Free consult, dog bite
30 min
THURSDAY · MAY 7
10:00 AM
CONFIRMED
Maria R. · Free consult, auto accident I-95
30 min
3:30 PM
CONFIRMED
David T. · Free consult, auto multi-vehicle
30 min
FRIDAY · MAY 8
2:00 PM
CONFIRMED
Sandra W. · Free consult, premises liability
30 min
What it solves:
Calendar Chaos: Stops the back-and-forth "What time works for you?" emails that lead to ghosting.
Unqualified Consults: Automatically filters out "tire-kickers" or cases outside your practice area before they ever reach your calendar.
Immediate Commitment: Secures the prospect’s time while they are most engaged, significantly increasing your show-up rate.
FEATURE 05
Follow-Ups & Reminders
KAY sends reminders, updates, and next-step messages automatically. Every lead stays warm. Every consultation gets confirmed. No one falls through the cracks because someone forgot to follow up.
[ AE ]
Follow-up sequence · Maria R.
AUTOMATED BY KAY
CONFIRMATION SENT
MAY 4 · 3:42 PM
Confirming Maria's free consult — Thursday May 7, 10:00 AM with attorney Eric Hoffman. Reply YES to confirm.
PREP REMINDER SENT
MAY 6 · 5:00 PM
Reminding Maria what to bring tomorrow — police report, ER discharge paperwork, photos of the damage, witness contacts.
DAY-OF REMINDER SENT
MAY 7 · 9:00 AM
Reminding Maria her consult with attorney Eric Hoffman starts in one hour at 10:00 AM. Reply OK if you're on your way.
What it solves:
The "Black Hole" Effect: Ensures leads who don't book immediately receive automated, personalized SMS or email touches to stay warm.
Consultation No-Shows: Sends automated reminders (in the lead's preferred language) to ensure they actually show up for the meeting.
Manual Busywork: Frees your paralegals from spending hours playing phone tag to confirm appointments.
FEATURE 06
Customizable Voice
KAY speaks the way your firm wants to be heard. Pick the tone, pace, language, and exact greeting. Different presets for different practice areas. Bilingual when your callers need it. Every caller hears your firm answering the phone.
[ AE ]
Voice library · Hoffman and Associates
4 ACTIVE PRESETS
PERSONAL INJURY · WARM
"Thank you for calling Hoffman and Associates. I'm so sorry. Tell me what happened."
FAMILY LAW · CONFIDENTIAL
"You've reached Hoffman and Associates. This is a confidential line. What's bringing you to call?"
BILINGUAL · ES + EN
"Hola, ha llamado a Hoffman and Associates. Press 1 for English, 2 for Spanish."
AFTER HOURS · CONCISE
"Hoffman and Associates after hours. I can take your information and book your consultation now."
What it solves:
Robotic Voice: Sounds like a person. Pacing, breath, and empathy in the right places.
Language Barriers: Native-level Spanish intake. Caller hears their language. You don't hire a second receptionist.
Inconsistent Calls: Every caller hears the same firm. No tired receptionist at 4 PM. No different person on Saturdays.
WHY FIRMS TRUST KAY
Two things most legal AI tools won't put in writing.
SECURITY
HIPAA-ready, with the
paperwork to prove it.
Anthropic, the company that builds the AI behind KAY, has signed a Business Associate Agreement with A.I. Esquire. That means KAY can be configured to handle protected health information in compliance with HIPAA. Most legal AI tools can't say that. We can show you the executed BAA on request.
GUARANTEE
30 days. Money back. No
retention call.
If KAY doesn't earn its keep in your first 30 days, you get your money back. We don't make you sit through a save call. We don't make you justify it. We just refund you and shake hands.
Intake, always on.
See KAY work on your firm's actual intake.
Book a 20-minute demo. We'll walk through how KAY would handle the calls and documents your firm is processing right now.
Made By Lawyers, For Lawyers