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How does an AI legal assistant handle client intake?

An AI legal assistant runs the intake conversation end to end: contact details, nature of the problem, key dates, parties involved. Every new client usually takes 20–30 minutes of gathering — the AI assistant does it for you, at any hour.

It then checks that the request fits your practice areas, flags any potential conflict of interest and creates the file directly in your tools. Your lawyers get a conversation summary instead of listening to 15 minutes of recording.

The AI legal assistant absorbs the repetitive volume (first contact, information gathering, follow-ups), freeing your assistant for procedure preparation and serving existing clients. It replaces no one: it removes the mechanical work.

  • Complete, structured intake conversation
  • Practice-area and conflict checks
  • File created in your tools
  • Call summary ready for your lawyers

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