AI for law & professional services firms · UK · Ireland · UAE
AI Client Intake for Law Firms and Professional Services Firms
Prospective clients call several firms and hire the first one that responds. Infirise AI answers every call and web inquiry, runs your intake questions, collects conflict-check details, books consultations and follows up — while your lawyers and advisers stay focused on billable work.
Meet Leo, the AI intake assistant for Carter Lane Legal (fictional). Describe a matter, book a consultation or ask about fees.
AI intake for professional services firms, in one paragraph
Infirise AI builds AI intake and receptionist agents for law firms, consultancies and other professional services firms. They answer calls, web forms and chats 24/7; ask your intake questions by practice area; collect the names needed for conflict checks; book consultations; and create the lead or matter in systems such as Clio or Lawmatics — without giving legal or professional advice.
The first firm to respond wins
In a 500-firm secret-shopper study, only 40% of US law firms answered the phone and 33% replied to email; 48% neither answered nor called back. Meanwhile, 79% of legal professionals use AI in some form (Clio Legal Trends Report 2024). The firms that respond first — and professionally — win the client.
Sound familiar?
Missed and slow responses
Prospective clients hire the first firm that calls back.
Inconsistent intake
Key facts, dates and parties get missed, and lawyers repeat the questions.
Late conflict checks
Without names collected early, conflict checks happen late — sometimes after a consultation is booked.
Unbillable admin
Fee-earners spend hours screening inquiries that aren’t a fit.
After-hours urgency
Arrests, injunctions and court deadlines don’t wait for office hours.
Confidentiality worries
Firms hesitate to put client information anywhere near AI.
What the AI agents do
Voice agent
- 24/7 intake by practice areaScripted, approved questions for family, personal injury, immigration, employment, estate planning and business matters.
- Conflict-check detailsCollects the names of parties and related entities and sends them to staff for the conflict check before the consultation is confirmed.
- Consultation bookingBooks into lawyers’ calendars and sends your consultation-fee payment link where you charge one.
- Urgent-matter escalationCalls and texts the on-call lawyer for matters you define as urgent.
- Existing-client callsTakes messages for the handling lawyer and confirms appointment details.
Chat & WhatsApp
- Website intake chatQualifies inquiries, collects documents through a secure upload link and books consultations.
Automation
- Matter and lead creationCreates leads or matters with the intake summary in Clio Grow, Lawmatics or HubSpot.
- Engagement and follow-upDrafts engagement letters for review, sends them for e-signature and follows up unconverted inquiries.
- Consultancies and advisory firmsQualifies inquiries, books discovery calls, logs RFPs and prepares briefing notes for proposals.
Hear Leo run a personal-injury intake
A prospective client calls after a car accident. The agent opens by saying it can’t give legal advice, then collects intake and conflict details.
Sample call · Professional services
AI agentCarter Lane Legal, this is Leo, the firm’s AI intake assistant. I can’t give legal advice, but I can take your details and book a consultation. This call may be recorded. How can I help?
CallerI was injured in a car accident last month and the insurance company keeps calling me.
AI agentI’m sorry to hear that. I’ll ask a few questions so the right lawyer can review your situation. What date did the accident happen, and in which state?
CallerAugust 28th, in Texas.
AI agentThank you. To check for conflicts of interest, could you tell me the other driver’s name and their insurance company?
CallerMark Ellis, and it’s Lone Star Mutual.
AI agentThanks. A lawyer will review this and call you today. I can also hold a free 30-minute consultation for tomorrow at 11:00 — would that work?
Agent is responding
After-call summaryNew personal-injury inquiry · motor-vehicle accident 28 Aug, Texas · other party and insurer captured → conflict check queued · consultation held for tomorrow 11:00 pending clearance · lawyer callback today (insurer contact)
Integrations
- Legal practice management
- Clio (Grow and Manage) · MyCase · PracticePanther · Smokeball · Lawmatics · Filevine · LEAP (UK) · Actionstep
- Documents
- NetDocuments · iManage · SharePoint
- CRM and scheduling
- HubSpot · Salesforce · Calendly · Microsoft Bookings
- Payments
- LawPay · Stripe (through your systems)
How we handle compliance in professional services
- No legal advice: the agent says so at the start and sticks to intake and scheduling.
- Confidentiality and supervision: designed around ABA Formal Opinion 512 (July 2024) on generative AI — confidentiality, competence, supervision and client communication; client information is protected under your DPA and never used to train models.
- Conflicts: names are collected for your conflict check, and consultations are confirmed only after clearance if that’s your rule.
- Advertising rules: scripts and chat wording are reviewed against your jurisdiction’s lawyer-advertising rules before launch.
- UK and EU: SRA confidentiality duties and UK GDPR; GDPR in the EU.
Illustrative example
Example: a firm with 300 inquiries a month
If instant answers and consistent follow-up turn just three more inquiries a month into signed matters at an average fee of $3,500, that’s $10,500 a month — against $699 a month for the Growth plan.
Illustrative only. Replace with your own numbers in the ROI calculator.
Fit by business size
Solo and small firms (1–10 fee-earners)
AI Receptionist — Essential with intake scripts
from $449 /month
Mid-size firms (10–100)
Growth + practice-management integration + chat intake + follow-up automation
from $699 /month
Multi-office firms and consultancies
Scale + custom agents: routing by practice and office, languages, knowledge assistant
from $1,499 /month
Pilot success metrics
- Inquiries answered
- Intake completion rate
- Consultations booked
- Time to first response
- Conversion to engagement
Questions
Is AI intake appropriate for a law firm?
Yes, when it collects information rather than giving advice. The agent says it can’t provide legal advice, asks your approved intake questions and passes everything to your team, and your lawyers stay responsible for advice, conflicts and engagement. We provide documentation to support your review against your jurisdiction’s professional rules.
How do you protect confidentiality?
Client information is processed under a data processing agreement, encrypted, access-controlled and never used to train AI models. Recordings and transcripts follow your retention rules, and you can see exactly what the agent collected.
Does it integrate with Clio?
We connect to Clio Grow and Clio Manage, as well as MyCase, Lawmatics and other systems, to create leads or matters with the intake summary, tags and consultation booking.
Can it screen out matters we don’t handle?
Yes. The agent follows your rules on practice areas, locations and case types, politely declines matters you don’t take, and can refer people to a bar referral service or partner firm you choose.
What about urgent matters after hours?
You define what counts as urgent — for example, an arrest or a court deadline — and the agent escalates immediately to your on-call lawyer by phone and text, with the details already captured.
Is it only for law firms?
No. Consultancies, architecture and engineering practices, IT consultancies and other advisory firms use the same approach: qualify inquiries, book discovery calls and keep the pipeline moving.
Be the firm that answers first
Hear Leo run an intake, then let’s build yours around your practice areas and conflict process.