New-client calls roll to voicemail
A prospect with an urgent legal problem calls during your hearing, hears a beep, and dials the next firm on the search results.
For solo, small, and mid-size firms
AI automation for law firms: capture new-client calls and run a consistent intake.
New-client calls arrive while you are in a hearing, in a deposition, or after the front desk goes home. Cognautic can configure an AI intake agent for agreed business-hours, after-hours, or overflow calls, ask the approved intake questions, capture the parties for your conflict process, and offer a supported consult booking — with missed-call text-back as a fallback and a human handoff for anything outside scope.
Scoped intake lanes. Conflict-aware capture. Customer-owned numbers and case records.
The intake math
A prospect with a fresh legal problem calls the next firm the moment they hit voicemail.
A missed new-client call is a signed matter you never got the chance to open. We start by measuring your actual missed-call, response, and consult-booking baseline rather than assuming every caller would have retained you.
The old way
After-hours goes uncaptured
Injuries, arrests, and time-sensitive matters do not keep business hours; an unanswered after-hours call can become another firm's client.
The front desk is buried in intake
One receptionist juggling walk-ins, filing, and the phone cannot run the same thorough intake on every caller.
Intake details die on the notepad
Matter details scribbled on a pad never make it into Clio, so follow-up slips and nothing gets measured.
What we build for firms
Configured intake coverage, conflict-aware capture, and consult booking.
We start with the biggest measured leak — often missed and after-hours new-client calls — then connect intake, scheduling, and follow-up into one system you watch from a single screen.
AI intake receptionist
Captures the caller's name, matter type, and urgency, applies your configured intake language, and offers a supported consult booking or human handoff. It does not give legal advice.
Missed-call text-back
When a supported missed-call event is received, a consent-aware text can go out and route the reply for follow-up.
Conflict-aware intake capture
Captures the client and adverse-party names for your conflict process and flags potential conflicts for attorney review rather than clearing them.
Consultation scheduling
A connected calendar can offer approved consult slots after checking exposed availability and conflict rules, then confirm under its messaging and consent rules.
Matter-detail routing
Approved intake fields and a provider-supported call summary route to the connected case-management system or the assigned attorney for review.
Follow-up & reminders
Consent-aware consult confirmations and reminders can support attendance; bounded follow-up stops on reply, opt-out, or the configured sequence limit.
The agent in action
It runs a consistent intake — and knows when to put an attorney on.
We configure the agent from your practice areas, your intake questions, your consult rules, and your escalation policy. It handles the routine new-client calls and captures the details; qualification and representation decisions stay with the firm.
Knows your practice areas
Personal injury, family, criminal, estate — it asks the approved qualifying questions for the matter in front of it and stays inside its scripted lane.
Confidentiality by design
Intake disclosure, recording notice, and data handling are configured around your policy; privilege and confidentiality decisions remain the firm's responsibility.
Escalates the sensitive calls
A distraught caller, a time-critical matter, or anything outside scope goes to a human with the whole call summarized.
Works with your stack
It works inside the case-management software your firm already runs.
Where supported access is available, the agent and workflows can connect to your existing practice-management platform without replacing it.
ClioCase management
- Creates approved contacts and matters through supported APIs
- Logs intake notes and provider-supported call summaries
- Reads or writes approved fields when available
MyCaseCase management
- New leads and contacts logged with intake detail
- Consult requests routed for supported scheduling
- Recorded outcomes available for review
FilevineCase management
- Intake records created through supported APIs
- Matter fields and notes written when exposed
- Conflict-relevant parties captured for review
Calendar & scheduler APIsScheduling
- Implementation-scoped consult booking writes
- Named availability and conflict rules
- Configured confirmations and reminders after provider testing
LawPay & StripePayments
- Send secure consult-fee or retainer payment links
- Use provider-hosted payment collection
- Reconcile supported references against the matter
Twilio & DeepgramVoice
- Low-latency call handling on supported routes
- Configured recording or transcription with required notice
- Fallback routing and failed-call visibility
Law-firm AI automation FAQs
It uses an approved firm voice and stays within the configured intake lane. We design disclosure and recording notices around the applicable rules and your policy; callers should not be misled where disclosure is required. Anything sensitive or outside scope is handed off or captured for human review.
It captures the client and adverse-party names and matter details, then flags them for your firm's conflict process. It does not clear conflicts or decide representation — a licensed attorney does. We configure exactly what it captures, how it routes, and when it escalates before launch.
Customer-owned client records stay in your systems. Intake disclosure, recording, retention, and access are configured around your confidentiality policy and the selected providers. Privilege and ethical obligations remain the firm's responsibility; the agent does not make legal judgments or give legal advice.
When the platform exposes the required APIs, approved contacts, matters, notes, and consults can be created there. We test the fields and conflict behavior before launch; no integration can honestly promise that scheduling conflicts are impossible, so exception monitoring stays part of the setup.
Customer-owned phone numbers, case-management accounts, and client records stay in your name. Recording, transcript, retention, export, and porting options follow the selected providers. Cognautic-hosted runtime may stop when service ends, so the written exit plan identifies what remains and what must migrate.
Free consult
Stop sending new clients to voicemail.
Tell us about your firm and request a free consult. We'll map where new-client calls and intake are slipping, and show you the smartest first system to build. No pitch, no pressure.
- Your measured missed-call and intake baseline and a value hypothesis
- Which business-hours, overflow, or after-hours lanes to test
- The supported intake, conflict-capture, and consult-booking path
- A written build price, ROI hypothesis, and measurement plan