Automated Legal Intake by Phone: Structured Data Capture
Every intake call follows a structured flow: identify practice area, capture case details, collect contact info, classify urgency, and deliver a formatted summary to the right attorney.
Automated legal intake by phone transforms the traditional message-taking process into structured data capture. Instead of free-text notes that vary by whoever answers the phone, AI intake follows a configured flow that captures every relevant detail in consistent, structured fields. The result is attorney-ready intake summaries that enable case evaluation without a follow-up call to gather basic information.
Standard Intake Fields
- Caller identification: full name, phone number, email address
- Best contact method and times — safe contact preferences for sensitive matters
- Practice area identification from caller's situation description
- Matter-specific details: incident date, parties involved, current status
- Urgency classification: emergency, urgent, routine, informational
- Conflict check data: opposing parties, related entities
- Referral source: how the caller found the firm
- Prior attorney involvement: current or former representation
Practice-Area Customization
Each practice area has unique intake requirements. Personal injury needs accident details and injury severity. Criminal defense needs charges and detention status. Family law needs family structure and safety concerns. The automated intake system switches between practice-area-specific question sets based on the caller's described situation — no manual routing or menu selection required.
- Personal injury: accident details, injuries, insurance, medical treatment
- Criminal defense: charges, detention location, hearing dates, bond status
- Family law: marital status, children, assets, safety concerns
- Estate planning: existing documents, family structure, asset types
- Immigration: status, matter type, deadlines, country of origin
- Custom practice areas: configurable question sets for any specialization
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