Legal

AI handles intake.
Attorneys handle the law.

AI intake, scheduling, and client communication for solo practitioners and boutique firms. The administrative surface — answered 24/7. The legal work — always in your hands.

Book a discovery call → See a demo

Important: ServiceAI systems do not provide legal advice. All AI-generated intake summaries, document drafts, and client communications require attorney review before any action is taken. Our systems are designed to handle administrative workflow — not legal judgment. Attorney oversight is mandatory and built into every workflow we deploy.

01
Scope of work

Clear lines. AI handles admin. You handle law.

We're explicit about what AI does and doesn't do in every workflow we deploy.

AI handles
Answering inbound calls and web form submissions 24/7
Collecting intake information: name, contact, matter type, key dates
Routing inquiries to the correct practice area
Scheduling consultations and sending confirmations
Sending appointment reminders and follow-up requests
Drafting intake summaries for attorney review
Status update communications (case milestones you approve)
Attorney always handles
Any legal advice, opinion, or strategy
Review and approval of all AI-generated summaries before use
Case assessment and acceptance decisions
All court filings, pleadings, and legal documents
Fee agreements and engagement letters
Substantive client communications on case matters
Ethical compliance and professional responsibility
02
What we build

Administrative AI for your practice.

Every workflow has an attorney approval gate before any action is taken. Nothing goes to a client without your sign-off.

24/7 Intake Agent

Every inbound call, web form, and after-hours inquiry is answered immediately. The AI collects name, contact, matter type, relevant dates, and a brief description — then delivers a structured intake summary to the attorney inbox for review.

Attorney reviews every summary before case acceptance

Consultation Scheduling

After intake, qualified prospects are offered a consultation slot — directly into your calendar. Confirmations and reminders sent automatically. Cancellations and reschedules handled without staff involvement.

Practice Area Routing

Multi-practice firms can configure routing logic by matter type — family law, criminal, employment, real estate. Each practice area gets its own intake flow, questions, and attorney routing rules.

Client Status Updates

Template-based status communications — "your documents have been received," "your appointment is confirmed" — sent automatically at milestones you define. All templates reviewed and approved by you before activation.

All message templates require attorney approval
03
How it works

The intake flow, step by step.

01
Prospect contacts the firm

Call, web form, or SMS — the AI answers within seconds, any time of day or night.

→ AI
02
Structured intake collected

Name, contact, matter type, key dates, and a brief description of the situation. No legal questions asked — only administrative fact-gathering.

→ AI
03
Summary delivered to attorney

A structured intake summary lands in your inbox or case management system. You review it and decide whether to schedule a consultation.

→ Attorney review required
04
Consultation scheduled (if approved)

If you approve, the AI schedules the consultation, sends confirmation, and handles any pre-consult questions from the prospect.

→ AI (after attorney approval)
05
Attorney conducts consultation

The legal work begins. AI provides the intake summary as context. The attorney assesses, advises, and makes all substantive decisions.

→ Attorney only
04
Integrations

Works with your practice management tools.

Clio
MyCase
Practice Panther
Lawmatics
Calendly
Google Calendar
Twilio SMS
Outlook / Gmail

Don't see your platform? We integrate with any system that has an API. Ask us.

Legal AI · Intake & Operations

Talk to us about your intake workflow.

30-minute call. We'll walk through your current intake volume, how cases are being lost or delayed, and what an AI intake layer would look like for your practice. No commitments.

Book a discovery call → See a live demo

ServiceAI systems do not provide legal advice. All AI-generated content requires attorney review. Compliance with professional responsibility rules is the attorney's responsibility. This is not legal advice.