AI Client Intake Agent

Every new-client call gets a proper intake.

A Voctis voice agent answers your firm's calls, screens the matter, checks for conflicts, and books the consultation — 24/7, in your firm's name.

Answered by Voctis — no voicemail
Employment lawFamily lawPersonal injuryGeneral practice
Why it's not the same old thing

You've tried the rest. This actually delivers.

vs. voicemail

The caller leaves a message and waits — most simply hang up and call another firm.

The caller is screened and booked while still on the line.

vs. a general answering service

Takes a generic message with no legal context or conflict screening.

Asks the right intake questions and flags conflicts before booking.

vs. hiring an intake coordinator

Covers business hours, one call at a time.

Covers nights, weekends and simultaneous calls, for a fraction of a salary.

Try it yourself · ~2 minutes

Hear your Voctis agent handle a real legal conversation.

Live demo

Prospective client · Intake

Hi, I was let go from my job and I think it was unfair. Can someone help?
I'm sorry to hear that. Can I get your name and your former employer, just to check for any conflicts?
Julia Hoffmann, I worked at Nordev Consulting.
No conflicts on file. I can book you a consultation with our employment team Tuesday at 3 PM — does that work?

⚖️What lands in your intake file

Fills in live as the conversation happens — conflict check included.

CallerJulia Hoffmann
Matter typeEmployment dispute
Conflict checkClear
PreferredTue, 3:00 PM
✓ Consultation booked: Tue 3:00 PM — conflict check logged.
Where it slips away

62%

of prospective clients who reach voicemail never call back — and hire the next firm instead.

01

Intake calls come in after hours

Most people call about a legal problem in the evening or on weekends, when no one is at the desk.

02

Unscreened calls waste attorney time

Without upfront intake, partners end up on calls for matters outside the firm's practice.

03

Conflict checks get skipped under pressure

A rushed front desk can let a call through before a proper conflict check is done.

Sources: legal-intake response-time studies; client-acquisition benchmarks for small and mid-size firms, 2025.

What it actually does

A voice agent that never clocks out.

📞

Answers

Picks up every time

Every call is answered in your firm's name, 24/7, no voicemail required.

🧭

Qualifies

Screens the matter

Practice area, urgency, opposing party for a conflict check — captured before booking.

📅

Books

Schedules the consultation

Puts the meeting directly into the right attorney's calendar.

🔁

Follows up

Confirms & reminds

Sends confirmations and reminders so fewer consultations are missed.

Done for you

We build it, run it, and keep it tuned.

01

Discovery call

~15 minutes

We learn your practice areas, intake criteria and conflict-check process.

02

We build & connect it

Done for you

Configured for your firm and connected to your calendar and intake system.

03

It answers & books

24/7

Your intake agent goes live and starts screening real callers.

04

Ongoing tuning

We monitor it

We refine screening questions as your practice areas evolve.

You stay in control

You don't manage it. But you see everything.

No dashboard to babysit, no settings to learn.

🗓️

Consultations land in your calendar

Booked meetings sync to the right attorney's calendar automatically.

🎧

Every call, recorded

A full transcript and recording of every intake call, for your file.

📊

A weekly rundown

New matters, practice-area breakdown, consultations booked — sent to your inbox.

🚨

Urgent matters flagged instantly

Time-sensitive matters ping a partner right away instead of waiting in a queue.

Pricing

Sized to your call volume. Priced on a quick call.

Let's talk

Covers typical intake call volume for one office, connected to one calendar or intake system. Higher volume quoted on the call.

  • 24/7 intake coverage
  • Conflict-check screening
  • Consultation scheduling
  • Weekly intake digest
  • Cancel any month
Book a 15-min call
FAQ

Questions before you start

A voice agent that answers your firm's calls, screens the matter and checks for conflicts, then books a consultation with the right attorney.

An answering service takes a generic message. Voctis performs a structured legal intake and books the meeting on the call.

Solo practitioners and small-to-mid-size firms across employment, family, personal injury, and general practice.

No — setup, calendar connection and ongoing tuning are handled for you.

Call data is encrypted in transit and at rest, with strict access controls appropriate for privileged client communications.

Your phone is ringing.

See what your customers will hear, or book a 15-minute call and we'll map it to your business.