Every call answered. Every lead captured. Every workflow started.
AutoCounsel's AI intake agent replaces voicemail, missed calls, and inconsistent screening with 24/7 voice intake that qualifies, captures structured facts, and triggers your firm's workflow — before your competitor picks up the phone. Name it, brand it, and configure it to match your SOPs.
The problem
Missed calls cost cases.
The solution
AI intake that never sleeps.
Your agent, your brand
Built for your firm. Configured to your process.
Every firm is different. Your AI intake agent is fully customizable — from the name callers hear to the questions it asks, the workflows it triggers, and the CRM it writes to.
Custom name & voice
Give your agent a name that fits your brand. Callers hear your firm, not ours.
Custom workflows
Define the steps that happen after qualification — retainers, scheduling, CRM updates, routing.
Custom questions
Configure intake questions by practice area to match your screening criteria.
Custom integrations
Connect to your CRM, telephony, email, and document systems out of the box.
How it works
From ring to case file in five steps.
Each step runs automatically. Your team only touches the case when legal judgment is required.
01
Your AI agent answers the call
Every call is picked up within seconds — no hold music, no voicemail, no missed leads. Your agent introduces itself using your firm's name, explains your process, and starts a natural intake conversation in English or Spanish.
02
Structured qualification interview
The agent asks practice-area-specific questions: accident details, injury type, treatment status, insurance info, employer data, at-fault party, and timeline. Every answer is captured as structured data, not free text.
03
Risk scoring and SOL check
Each call produces a qualification score, urgency rating, and risk flags. Statute of limitations is checked automatically across all 50 US states — so your team never misses a deadline.
04
Workflows execute automatically
After qualification, AutoCounsel triggers your firm's configured workflow: create the matter in CRM, send a retainer for e-signature, schedule a consult, request medical records, and assign a paralegal — all without human intervention.
05
Staff receives the full picture
Within seconds of the call ending, your team gets a structured intake report: caller facts, case classification, qualification score, risk flags, transcript, and recommended next steps — ready to act on.
Structured data
Not a transcript. An actionable intake record.
Every call produces structured fields that map directly to your CRM — no manual re-entry, no missed details, no interpretation required.
Caller identity
- Full name
- Phone
- Preferred language
Incident facts
- Date & location
- Incident type
- At-fault party
- Police report status
Injury & treatment
- Injury type & body part
- Treatment status
- Medical provider
- Lost wages
Insurance & legal
- Insurance carrier
- Policy details
- Existing representation
- SOL deadline
< 3s
Average answer time — every call, every hour
24/7
Availability including nights, weekends, and holidays
50
US states with automatic SOL deadline checking
2x
More qualified leads captured compared to call centers
Why AutoCounsel
Not a generic answering service. A legal intake specialist.
Generic AI receptionists greet and take messages. AutoCounsel's intake agent runs a structured interview, qualifies against your criteria, and starts your case workflow.
Case-aware, not script-reading
Your agent adapts questions based on practice area and caller responses — not a rigid IVR tree.
Repeat caller memory
If a caller rings back, the agent remembers the prior conversation and picks up where it left off.
CRM-native from day one
Matter records, notes, and tasks are written directly into Litify, Salesforce, or Filevine.
Multi-practice coverage
Personal injury, employment, and workers' comp — each with its own qualification logic.
Full call analytics
Track intake volume, qualification rate, average call duration, source attribution, and conversion.
Governed and auditable
Every call is recorded, transcribed, and logged. Approval gates let attorneys review before the workflow proceeds.
Personal Injury
- Accident details and liability assessment
- Injury severity and treatment status
- Insurance coverage identification
- SOL check (typically 2–3 years)
Employment
- Employment relationship verification
- Adverse action and timeline capture
- EEOC deadline flagging (180–300 days)
- Protected class documentation
Workers' Comp
- Workplace injury circumstances
- Employer report verification
- Medical treatment and lost wages
- State-specific benefit deadlines
Integrations
Intake data flows directly into your CRM.
No copy-paste. No CSV exports. Matter records, notes, and tasks are written directly into the systems your team already uses.
Stop losing leads to voicemail. Let your AI answer.
See how AI intake works for your firm — hear the agent handle a live call, review a sample intake report, and map your first automated workflow.