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Case study · Law firms

Intake calls, handled.

Law firms use aitelz to screen new matters, book consultations and log every call to the matter.

Illustrative scenario based on how we build agents for law firms. Not a named client.

The challenge

01
Leads lost after hours
02
Paralegals stuck on intake calls
03
Clients calling for updates

The agents

AgentLead qualifierAsks your questions and scores every new caller.AgentBooking agentBooks, moves and cancels appointments during the call.AgentAfter-hours agentCovers nights, weekends and holidays with clear escalation.AgentCall summary agentTurns every call into a clean record in your systems.

The rollout

01
Caller describes their matter
02
Agent runs your intake questions
03
Consultation booked in Clio
04
Call summary logged to the matter

The outcome

More signed matters and fewer interruptions.

Intake without pulling people off their work

In this illustrative scenario, a small firm gets new enquiries at all hours. The lead qualifier answers, asks the intake questions the firm wrote, and records the answers. A consultation is booked in the calendar. A paralegal reads a short summary instead of spending twenty minutes on a call that may not become a matter. The agent does not give legal advice, assess a case or say whether someone has a claim. It gathers facts and hands over.

Updates and after-hours calls

Existing clients often call for a status update. The agent can take their name and matter details, log the request against the file, and tell the right fee-earner. Where the firm wants it, the agent can read out information the firm has approved, such as office hours. Calls at night go to the after-hours agent, which records a message and flags anything the firm marked as urgent. This is a scenario, not a named client.

  • Intake questions written by the firm
  • Consultations booked in Clio
  • Each call logged to the matter
  • No advice given by the agent

Judging whether it helps

Look at how many intake calls reach a consultation, how long it takes a person to follow up on a hot enquiry, and how many calls still interrupt your team. If the numbers do not move, the questions or hand-off rules probably need changing. We review them with you.

A firm will also want to decide what happens when the caller is upset or distressed. The agent can be set to slow down, offer a person straight away, and pass the call on. That choice is the firm's, and we write it into the script before launch so that the tone suits your clients.

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