the new standard for legal intake
A Perfect Intake Solution for the Modern, Responsive Firm
Explore the intelligent features built by trial lawyers to automate your intake, qualify your leads, and sync directly with your CRM. No more scripts, no more missed calls—just more signed cases.
24/7 Intelligent Intake
Your intake system handles every inbound call, text, and web inquiry the moment it arrives—day, night, weekends, and holidays.
What it solves:
The "After-Hours" Gap: Captures high-intent leads who call after 5 PM or on weekends when your staff is home.
Inbound Congestion: Prevents busy signals or long hold times during peak hours or when your receptionist is on another line.
The Cost of Delay: Eliminates the window of time where a lead might call a competitor because they didn't get a live response.
Calls Handled
28 Calls
of 28 Calls This Week
Conversations
20
Voicemails
3
Unanswered
5
Real Conversations
Your intake system speaks conversationally, asks the right questions, and gathers essential case details with clarity—not scripts or robotic menus.
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.
A real PI firm audited 103 incoming calls
Hung Up
Voicemail
No Answer
Answered
Automated Scheduling
Your intake system filters out non-cases, schedules qualified clients, and confirms appointments instantly—without staff involvement.
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.
Prepare for your 1 PM call!
Sent document for approval
Payment approved
Follow-Ups & Reminders
Prospects receive personalized reminders, updates, and next-step messages automatically. Every lead feels attended to, and every case stays warm.
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.
Sandy M.
12:13pm
Spanish is my first language, and most assistants couldn’t help — but AI Esquire did with ease!
Download Conversation
Customizable Voice
Your intake system can sound calm, confident, authoritative, warm, bilingual—or anything in between. Choose the tone, pace, and style that reflects how you want clients to feel the moment they contact your firm.
What it solves:
The "Robotic" Stigma: Eliminates the "uncanny valley" feel with human-like tonality, pacing, and empathy.
Language Barriers: Provides native-level Spanish intake, allowing you to capture a massive market segment without hiring new staff.
Inconsistent Messaging: Guarantees every single lead receives the exact same high-level experience, regardless of volume.
