Attorney round-robin
The qualified case goes to the next attorney in the queue, with the subject and urgency noted. A case with a hearing or deadline coming up alerts the responsible attorney right away.
For law firms
AI intake screening on WhatsApp for law firms: from first contact to consultation
Anyone who contacts the firm through the website or WhatsApp gets a reply in seconds, at any hour. The AI gathers the subject, whether a case already exists, and whether a deadline is set, then books the consultation with the next attorney in line. Saying whether there is a legal claim, estimating value, and discussing fees always stay with the attorney.
- Replies in seconds, 24/7
- Deadlines and hearings flagged right away
- Case description treated as confidential
Where the customer slips away today
People looking for an attorney message more than one firm
The message arrives while the attorney is in a hearing, and the reply goes out at the end of the day.
A case with a short deadline gets mixed in with simple questions, and the urgent one gets no priority.
The conflict check is left for the day before the consultation, when it's already too late.
The customer's journey
A straight line from first contact to signed contract
Today, the contact waits for the attorney to get out of a hearing. Here, the AI replies right away, screens the matter without giving an opinion on the case, and logs every step on the pipeline card.
- ContactWebsite, WhatsApp, or referral
- AI repliesIn seconds, at any hour
- Qualified caseSubject, case, and urgency
- Round-robinThe next attorney in the queue
- Under review24 hr to next step
- Appointment scheduledWith the conflict check
- Fee proposalHandled by the attorney
- Contract signedSyncs back to your system
Done in the dashboardSyncs back to your system
Built for law firms
Intake done before the attorney opens the conversation
The pipeline the firm uses
New contact, case qualified, under review, consultation booked, fee proposal, and contract signed. The booked consultation requires the practice area and the opposing party.
Professional safeguards already on
The AI doesn't say whether someone has a valid claim, doesn't estimate amounts, doesn't announce fees, and doesn't approach people who haven't contacted the firm. The case description is flagged as confidential.
Conflict checked before the consultation
The consultation is only booked once the opposing party is filled in: the firm checks for conflicts of interest first, and the AI asks only for the name.
Your system still knows everything
Qualified, sent to an attorney, changed stage, or signed: the firm's system gets an alert right away. Alerts carry identifiers, never the details of the case.
Examples use fictional companies, people and numbers.
Ready on day one
During onboarding, the specialist sets up your account for the “Law firms” industry, and it starts out ready to go
This is what your account gets on first login, taken from the same template that builds the dashboard. You can change everything later, from stage names to questions.
The pipeline
- New contact
- Qualified case
- Under attorney review
- Appointment scheduled
- Fee proposal
- Contract signed
The qualification questions
- Subject“Tell me in a few words: what do you need help with?”
- Case status“Is there already a case about this?”
- Urgency“Do you have a hearing or deadline scheduled?”
- Whose case it is“Is the case yours or someone else's?”
- Self-pay“Are you looking for a private attorney for your case?”
By the numbers
- Pipeline stages
- 6
- Deal fields
- 7
- Qualification items
- 5
- Re-engagement messages
- 3
Industry considerations: No legal advice in the chat, no promises of results, no client solicitation, and no fees used as bait. This summary guides the setup and is not legal advice.
Book a demoHow it starts
In one afternoon, without replacing your firm's system
Connect the firm's WhatsApp
The official account, with approved templates. Anyone who contacts the firm gets the first reply within seconds.
Choose the Law firm template
In Pipeline → New board, the board comes with the stages, the conflict check, and the case description flagged as confidential. Then just set up the attorney queue.
Build the firm's knowledge base
Practice areas, address, hours, and what the first consultation is like. The AI only answers what is in the knowledge base.
Does the AI give legal advice?
No. Saying whether someone has a claim, estimating an amount, or advising what to do is the attorney's job. The AI collects the subject, asks whether there is a case and a deadline, and books the consultation.
Does the AI talk about legal fees?
No. It doesn't announce fees, discounts, no-cost consultations, or payment methods. The attorney handles fees, in the proposal.
Can I use campaigns?
Only with existing clients or people who asked to receive messages. The AI doesn't contact cold lists or anyone who never reached out to the firm, and follow-ups go only to people who started the conversation.
What about confidentiality?
The case summary and the opposing party are marked as confidential: masked on screen, left out of notifications to other systems and out of exports. The AI asks only for what's needed for screening.
Watch your next contact get a reply in seconds
We'll show you with your firm's practice areas and calendar.