Give new inquiries a next step.
Capture routine inquiries after hours or during overflow. Route the summary to intake so a potential client is not left waiting in voicemail.
AI AUTOMATION FOR LAW FIRMS
Law firm automation.
More time for clients.
Flexsible connects after-hours answering, legal intake, and document follow-up so your team can respond to new inquiries without retyping the same details.
80+ software projects delivered since 2019, across industries.
Hear a law firm intake call.
Consultation request ยท Recorded example
Read transcript
Ellis: Thanks for calling. Are you looking to speak with someone about a new matter?
Caller: Yes. I would like to arrange a consultation about a business dispute.
Ellis: I can note your request for the intake team. They will check for conflicts and contact you about next steps.
Faster inquiry follow-up.Less waiting for a reply
Less intake re-entry.Fewer details typed twice
More time for clients.Less document chasing
LEGAL INTAKE & WORKFLOW AUTOMATION
Keep intake moving.
Keep attorneys in control.
Stop typing intake details twice.
Carry approved information from inquiry to intake summary. Your team prepares for attorney review without copying the same answers between systems.
Spend less time chasing documents.
See what is missing, who is following up, and when it is due. Prepare staff-approved reminders instead of rebuilding a checklist for every inquiry.
Your systems stay. Professional decisions stay with your firm.
We confirm access, confidentiality, and attorney review before connecting anything.
FROM INQUIRY TO STAFF REVIEW
Inquiry
A prospective client calls after hours and asks for a callback.
Context
Intake receives the approved contact details and a brief description of the inquiry.
Next action
A staff member reviews for conflicts and follows up. Taking the call does not accept the matter.
FLEXSIBLE / SOFTWARE DELIVERY
80+Software projects delivered
since 2019.
RELEVANT EXPERIENCE
Experience beyond the first call.
Our in-house Clara platform connects clinic intake with staff worklists. For Clean Fleet, an auto body business, we built its carrier follow-up workflow.
That cross-industry experience informs how we build for your firm, with attorneys in control of professional decisions.
Explore selected workBEFORE WE BUILD
Law firm answering and intake FAQs.
Can a law firm answering service clear conflicts?
No. It can collect the names and basic details your firm approves and route them to intake. Your firm checks conflicts before accepting a matter.
What happens to a time-sensitive inquiry after hours?
We agree which calls go to your on-call contact and where the request goes if nobody answers. Your team reviews urgency and deadlines; the receptionist does not give legal advice.
Can this work with our case management software?
We check your software before promising a connection. Test where an intake summary lands, who receives the callback task, and how the workflow stops before matter acceptance if conflicts have not been cleared.
What about confidential client information?
Your firm approves what is collected, who can see it, how long it is kept, and provider terms before client information is connected.
Who handles legal advice and matter acceptance?
Your attorneys. Conflict review, matter acceptance, legal advice, and deadlines stay with the firm. This conversation does not book consultations or create an attorney-client relationship.
Can we make more room before hiring?
We look for ways to give your current team more capacity by reducing repeat typing and document chasing. Start with one intake step and check staff time and follow-through before expanding.
Is this just an attorney answering service?
No. Phone coverage is one starting point. We also build legal intake workflows, document tracking, system connections, and custom software around how your firm works.
What does intake automation cost?
Setup and ongoing costs depend on the workflow and the systems involved. We confirm them in a written quote. Measure response time, staff minutes per inquiry, and consultations attended, not promised new clients or revenue.
LET'S LOOK AT YOUR INTAKE
Less intake admin.
More room for clients.
Bring one step your staff keeps repeating. On the call, we'll map the first workflow, attorney review points, and how to measure time saved.