Client intake for your practice.
Plan an AI voice or chat pilot for your law firm, immigration practice or architecture studio. Define the administrative details needed before a professional decides the next step.
Discuss your intake processInitial enquiries during professional work
Hearings, client meetings and design work need concentration. A useful initial record lets the responsible professional see who is asking, which service they need and how to respond.
- Example
A call during a hearing
The firm needs contact details and the general service requested. The lawyer decides when and how to receive the substance of the matter.
- Example
A document-list question
A family asks what to bring to a consultation. An approved preparation list can guide the administrative reply; questions about their status need professional review.
- Example
A project outside the usual scope
The enquiry describes the project type, location and approximate budget. The studio decides whether to offer a meeting or suggest another route.
Questions to resolve before the first meeting
The proposed intake prepares an enquiry for review. Your firm retains the decision to accept a case or project and the professional judgment it requires.
Parties for a conflict review
If your firm requires names of parties, the intake can collect them through an approved process. The firm runs the conflict check and decides whether to proceed.
Consultation preparation
The firm’s approved document list and appointment instructions guide the administrative response. Case-specific interpretations go to the professional.
Project scope
For architecture or consulting, the first enquiry covers the service requested, timing and budget range. Your team reviews the fit and any referral.
Confidentiality and professional decisions
Your firm needs to approve the intake wording, data handling and review route before real client use. The assistant must not imply that the firm has accepted a matter.
Limited initial details
Intake covers the approved administrative information. If a caller begins sharing case facts, the conversation needs an agreed referral route and data-handling rule. A limited script alone does not prevent those facts entering a recording.
Immigration and case status
Leave eligibility, deadlines and interpretation of documents with the responsible professional. The pilot must not determine a person's legal position.
Identify the assistant
Use a greeting that discloses AI assistance and explains the administrative scope. Review any recording notice with your firm's responsible advisor.
Consultation fees
Use only your approved fee information. Leave payments in your established channel unless a payment connection has been separately agreed and tested.
Frequently asked questions
Does it give legal or tax advice?
No. The proposed pilot covers administrative intake. Advice and interpretation belong with your qualified professionals.
Who checks conflicts of interest?
Your firm. The intake script may collect approved names for review, but it does not clear a conflict or accept an engagement.
Can it explain fees?
The response uses your published fee table and conditions. When a matter needs a separate proposal, the enquiry goes to your team.
What records can the firm review?
We agree on the records, access and retention your firm needs. Recording and export depend on the selected setup and must be confirmed before client use.
What if someone needs a professional immediately?
Define the contact route, available hours and fallback. A transfer or callback is not assured until that workflow and its coverage have been tested.
Does this fit a solo practice?
Assess the requests you cannot handle while with clients and the cost of the proposed pilot. Start with one administrative task.
Define your first-enquiry script.
Bring the questions your firm asks, the information it avoids and who reviews a new enquiry.
Discuss your intake process