Agentlivo for Law Firms

Make the first conversation consistent and respectful.

An AI Intake Specialist gathers approved information, screens by practice area, schedules consultations and routes urgent or sensitive matters according to firm rules. It does not give legal advice.

Build my employee →Book an industry demo
LF
Recommended team

AI Intake Specialist

Company-specific knowledge · Booking logic · Human escalation

Template ready
A better first conversation

The employee asks the questions your team needs.

Every template is customized, but the starting workflow is designed to create a useful, structured handoff instead of another incomplete message.

  1. 1What type of matter are you calling about?
  2. 2Which state or jurisdiction is involved?
  3. 3Are there important deadlines or upcoming dates?
  4. 4Who are the parties involved?
  5. 5What is the best time for a consultation?
Recommended skills

Ready for the routine work.
Escalates the exceptions.

✓Practice-area screening
✓Structured intake
✓Conflict-check data collection
✓Consultation scheduling
✓Document reminders
✓Urgent human transfer
Start safely

Launch with a controlled pilot.

Begin with after-hours, overflow or a dedicated test number. Review recordings, bookings and transfers before increasing coverage.

  • ✓ Clear disclosure as a virtual assistant
  • ✓ Business-specific transfer rules
  • ✓ Real availability before booking
  • ✓ Complete activity history
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Ready when you are

Bring law firms AI-live.

Use the industry template as a starting point, then make every question, skill and rule fit your company.

Get started →Book a demo