Law Firm Intake AI Agent

The law firm intake AI agent is a pre-built Sawy template designed specifically for legal practices. It handles the entire client intake process over the phone — answering calls, qualifying potential clients, capturing case details, and booking consultations — 24/7, without your staff picking up the phone.

Legal intake is one of the highest-value phone interactions in any industry. A missed intake call doesn't just lose a lead — it loses a case worth thousands or tens of thousands of dollars. This template ensures every potential client gets an immediate, professional response.

What This Template Does

Sample Conversation Flow

Here's what a typical intake call sounds like with the law firm AI agent:

AI: "Thank you for calling Johnson & Associates. My name is Sarah. How can I help you today?"

Caller: "Hi, I was in a car accident last week and I think I need a lawyer."

AI: "I'm sorry to hear about your accident. I'd like to get some details so we can help. First, can I get your full name?"

Caller: "David Martinez."

AI: "Thank you, David. Where did the accident occur?"

Caller: "On Highway 101 in San Jose."

AI: "Got it. Were you injured in the accident?"

Caller: "Yes, I hurt my back and I've been seeing a doctor."

AI: "I'm sorry to hear that. Have you spoken with the other driver's insurance company?"

Caller: "They called me but I haven't said anything yet."

AI: "That's good — it's usually best to speak with an attorney first. I'd like to schedule a free consultation with one of our attorneys. I have availability tomorrow at 10 a.m. or 2 p.m. Would either of those work?"

Caller: "10 a.m. works."

AI: "Perfect. I've booked you for tomorrow at 10 a.m. with Attorney Johnson. You'll receive a text with the confirmation and our office address. Is there anything else I can help with?"

The AI captures all details — name, contact info, accident date, location, injuries, insurance status — and delivers a complete intake summary to the attorney before the consultation.

Key Features for Law Firms

Practice Area Routing

The AI identifies the caller's legal issue and routes accordingly:

• Personal injury: capture accident details, injuries, insurance info.
• Family law: capture relationship details, children, timeline.
• Criminal defense: capture charges, court date, jurisdiction.
• Estate planning: capture family situation, assets, urgency.
• Immigration: capture visa status, deadlines, family ties.

Each practice area has its own screening questions and intake flow.

Conflict Check Integration

The AI captures opposing party names and checks them against your conflict database. If a potential conflict is flagged, the AI notifies your team immediately instead of booking a consultation.

Urgency Detection

Calls involving custody emergencies, pending deadlines, or active criminal matters are flagged as urgent and can be routed directly to an attorney's cell phone — even at 2 a.m.

Bilingual Intake

The template supports English and Spanish out of the box. The AI detects the caller's language preference and switches automatically.

Integrations

Legal Practice Management

Calendar and Communication

• Google Calendar / Outlook: consultation booking with automatic conflict checking.
• Google Meet / Zoom: auto-generates video conference links for virtual consultations.
• Email: sends intake summaries to assigned attorneys instantly.
• SMS: sends confirmation texts to callers with appointment details.

Setup Steps

Getting the law firm intake template live takes about five minutes:

1. Select the Template (15 seconds)

From your Sawy dashboard, go to Templates and select Law Firm Intake. This pre-loads the legal-specific greeting, screening questions, and intake flow.

2. Customize Your Firm Details (60 seconds)

• Enter your firm name, address, and phone number.
• Select your practice areas.
• Add attorney names and their specialties for routing.
• Set your consultation availability.

3. Configure Screening Questions (60 seconds)

The template includes default screening questions for each practice area. Review and customize them:

• Add or remove questions.
• Set which questions are required vs. optional.
• Define disqualification criteria (e.g., statute of limitations exceeded).

4. Connect Integrations (60 seconds)

• Link your practice management software (Clio, MyCase, etc.).
• Connect your calendar.
• Set up notification preferences.

5. Forward Your Number and Go Live (30 seconds)

Forward your firm's main line to Sawy. Make a test call to verify the greeting, screening questions, and appointment booking.

Why Law Firms Use AI Intake

The cost of missed intake calls

A single personal injury case can be worth $10,000–$100,000+ in fees. Missing the intake call means losing the case to a firm that answered. The math is simple: if AI helps you capture even one additional case per month, it pays for itself many times over.

After-hours advantage

46% of people searching for a lawyer do so outside business hours. An AI intake agent gives your firm 24/7 coverage without hiring night staff.

Consistent qualification

Every caller gets the same thorough screening. No intake questions are skipped, no details are forgotten, and every lead is scored consistently — eliminating the variability of different staff members handling intake.

Frequently Asked Questions

Does the AI comply with attorney-client privilege?

The AI captures intake information, not legal advice. All data is encrypted, stored securely, and accessible only to authorized firm personnel. Sawy maintains SOC 2 compliance and offers BAAs where required.

Can I customize the screening questions for my practice areas?

Yes. Every question, routing rule, and intake flow is fully editable. You can add custom questions, change the order, and define different flows for different practice areas.

What if a caller needs to speak to an attorney immediately?

The AI can be configured to transfer urgent calls directly to an attorney's cell phone based on criteria you define — emergency custody situations, imminent deadlines, active arrests, etc.

How do leads appear in my practice management software?

When connected to Clio, MyCase, or other platforms, the AI automatically creates a new contact and matter record with all captured intake details. Your team sees the complete summary without manual data entry.