That's not a guess — it's from Clio's Legal Trends Report. Nearly half of law firms are unreachable by phone. An AI intake agent never misses a call, never takes a lunch break, and never forgets to follow up.
This playbook walks you through setting one up in a weekend. No coding experience required.
Get the Playbook — $49Instant download. Implementation guide + templates + code samples.
According to Clio's 2024 Legal Trends Report, most firms are bleeding potential clients through broken intake processes.
A complete implementation guide. Not theory — actual steps, templates, and code you can use this weekend.
Framework for auditing every question your front desk handles. Categorize into FAQ, intake, and escalation tiers so your agent knows exactly what to handle vs. when to flag a human.
Proven prompt templates that handle client questions professionally, collect intake information, qualify leads, and know when to escalate — without ever giving legal advice.
Step-by-step setup for Calendly, Clio, and Acuity. Your agent books consultations directly into your calendar and pushes intake data to your practice management software.
Bar association considerations, required disclaimers, data privacy requirements, malpractice insurance guidance. Stay compliant while automating.
Test every scenario before going live: FAQs, intake flows, edge cases, and adversarial prompts. Catch problems before your clients do.
Know exactly what it costs ($25-65/month for a custom build) and what you'll save. Includes tracking templates for measuring before vs. after.
• You're a BigLaw firm with a dedicated IT department
• You want a fully managed solution (see our Done-For-You service)
• You're looking for legal AI that drafts documents or does research
• You don't have any website or online presence yet
One missed call could be a $10,000 case. This playbook costs less than one billable hour.
Get the Playbook — $49Instant download after purchase. PDF + templates + code samples.