How Quickly Can a Law Firm Set Up AI Intake?

Law firms considering AI intake often assume setup is a lengthy IT project requiring weeks of configuration, technical integration, and testing. In reality, most firms are live within 24-48 hours. The setup process involves four steps: configure your firm profile and practice areas, customize your greeting and intake questions, set up attorney routing and notification preferences, and forward your phone line. No hardware installation. No software deployment. No IT department required.

Setup Steps

• Step 1: Create your firm profile — name, location, practice areas (5 minutes)
• Step 2: Customize your greeting and intake questions per practice area (15-20 minutes)
• Step 3: Configure attorney routing — who handles which practice area (10 minutes)
• Step 4: Set notification preferences — SMS, email, or both per attorney (5 minutes)
• Step 5: Configure call forwarding from your existing phone number (5-10 minutes)
• Step 6: Test with sample calls to verify configuration (10-15 minutes)

No Technical Expertise Required

• No IT department involvement needed
• No hardware to purchase or install
• No software to download or configure
• No API keys or technical integrations required for basic setup
• Configuration done through a simple dashboard interface
• Support available throughout setup if questions arise

Going Live Gradually

Firms that prefer a gradual rollout can start with after-hours only — AI handles evening and weekend calls while staff handles business hours. Once comfortable with AI intake quality, expand to overflow during business hours. Finally, move to full AI intake if desired. Each phase builds confidence and requires no additional setup — just configuration changes.