An AI intake line for injury law firms that answers every call and qualifies the case
01 — The challenge
Most injury enquiries come by phone, often in the evening or at weekends. If nobody answers, the caller rings the next firm on the list, and a strong case walks away. When someone does answer, intake notes are inconsistent and urgent cases are not obvious.
- 24/7intake line
- 4case grades
- Livefiling-deadline check
- Multilanguage calls
02 — How it works, step by step
CustomerAISystemYour team
- 01Customer
An injured person calls the firm
Often in the evening or at the weekend, right after the accident, when they're ready to talk.
- 02AI
The intake agent takes the story
It asks what happened, when and where, and who was at fault, with care for someone who may be upset.
Hartwell Injury LawPhone call · exampleI'm sorry to hear about the accident. Can you tell me what happened and when?
I was rear-ended at a red light on Tuesday. The other driver got a ticket.
Thank you. Did you get medical treatment afterwards?
I went to the ER that night, my neck still hurts
- 03AI
It picks up the serious signs
ER visits, surgery, spine or head injuries are flagged, because they change how quickly the firm should act.
- 04System
It checks the filing deadline during the call
Using the caller's state and the accident date, it checks whether the case is still inside the filing window, and flags any that are close.
- 05AI
It grades the case and screens it
The case is graded minor, moderate, severe or catastrophic, and the agent checks whether the caller already has a lawyer.
Intake record (fictional)SEVERE- Caller
- Maria G. · Sacramento, CA
- Incident
- Rear-end collision, other driver cited
- Treatment
- ER visit, ongoing physio
- Deadline
- Inside filing window
- Represented
- No
- 06Your team
The right attorney gets a ranked follow-up list
Severe and catastrophic cases go to senior attorneys first. Every call becomes a follow-up task in priority order.
- Rosa M. · catastrophicPartner · call now
- Maria G. · severeSenior attorney · 9:00am
- Dev P. · moderateAssociate · today
- Ken L. · minorInfo pack sent
- 07System
Every call is checked against the script
After each call, the transcript is scored on whether the key questions were asked, so gaps get fixed quickly.
Names, messages and figures in these examples are fictional sample data.
03 — What it changes for your business
Cases don't walk to the next firm
Every caller is answered while they're ready to talk.
Attorneys start with complete files
Graded, deadline-checked cases instead of voicemails.
Urgent cases rise to the top
Serious injuries and close deadlines are flagged automatically.
Consistent intake quality
Every caller is asked the same key questions, and calls are checked afterwards.
04 — What you need
You provide
- Your intake questions and practice areas
- States you work in
- Attorney tiers and who gets which grade
Accounts we connect
- Your intake phone number
- Case list or practice management system
- Email or text for attorney alerts
Decisions to make
- What the agent may and may not say
- When to transfer to a person live
- How callers are told about next steps
05 — How set-up works
- Day 1
Discovery call
We go through how you work today, what the automation should handle and what it must never do.
- Week 1
Build and connect
I write the intake script with you, connect the phone line and set up grading, routing and alerts.
- Week 2
Test together
Your team role-plays callers with different injuries, states and deadlines, and we check every grade and route.
- End of week 2
Go live
It goes live with real customers. I watch the first week closely and adjust the wording and rules.
06 — Questions owners ask
Will customers know it's automated?
They should, and it says so up front. People mostly care that they get a fast, accurate answer and can reach a person when they need one.
Does it give legal advice?
No. It collects facts and books the follow-up. Any advice comes from your attorneys.
What about confidentiality?
Call data is stored in accounts you control, with access limited to your team. We set it up to match your professional rules.
What does it cost to run?
Running costs are the messaging and AI usage, usually a small monthly amount at a small business's volume. Set-up is a one-off cost. I give a fixed quote after the discovery call.
Want to see this working for your business?
Book a live walkthrough