01
Bilingual reception layer
Consistent acknowledgement and administrative capture across phone, WhatsApp, and web.
AI Receptionist + Client Intake for Legal Offices
EVERY NEW CLIENTENQUIRY GETS ASAFE NEXT STEP.
Connect calls, WhatsApp, and web intake into bilingual acknowledgement, administrative intake, consultation scheduling, and accountable staff review without providing legal advice.
CAPTURE
Calls, WhatsApp, and web intake enter one controlled process
UNDERSTAND
Approved questions collect administrative matter context
ROUTE
Authorised review, consultation, or document request follows rules
REPORT
Reviewer, status, outstanding item, and next action stay visible
First workflow in 7–21 days
English and Spanish
Human handoff where needed
Built around current tools
The legal intake diagnosis
WHERE TO
START.
Recommended first system
AI Voice Agent
Acknowledge the call, capture approved administrative fields, summarize the enquiry, and assign human review.
InputCall arrives
LogicAdmin context captured
Next actionReviewer assigned
Input arrives
System applies logic
Next step is visible
Controlled intake workflow: Acknowledgement, approved questions, conflict-review preparation, and authorised ownership connect without automating legal judgment. See the implementation.
Prospective-client journey walkthrough
THE INTAKE
THREAD.
Follow a new-client enquiry from first contact to structured administrative context and authorised human review.
See how the system prepares work without making legal decisions.Live WhatsApp enquiryCapture
Intake assistantOnline
I would like to ask about a consultation for a contract matter.
I can collect the administrative details. Which jurisdiction and preferred consultation time apply?
Panama · English · Thursday morning.
Review route preparedContract matter · authorised intake review
Thank you. An authorised team member will review the enquiry before the next step.
OwnedIntake team · Review due 11:30
The contact route and general reason for enquiry are captured without legal analysis.
Built around controlled legal intake
WHAT WE
INSTALL.
02
Intake + document readiness
Approved questions, document checklists, and explicit legal and confidentiality boundaries.
03
Matter routing + visibility
Human-review ownership, consultation status, due actions, and intake outcomes stay visible.
Before and after
BEFORE AI.
WITH AI.
Traditional process
Missed calls wait for staff return
First response depends on availability
Prospects repeat information
Conflict-review context arrives incomplete
Documents arrive across disconnected channels
Follow-up has no named owner
Controlled legal intake
Contact and enquiry reason are captured
Approved acknowledgement runs continuously
Administrative context is collected once
Parties and category are prepared for human review
Approved checklists and destinations are clear
Reviewer, status, and action remain visible
The legal-intake opportunity
Published industry benchmarks — context, not promised resultslaw firms were contacted by email and phone in the 2024 secret-shopper study
Clio Legal Trends Report, 2024of the contacted firms did not respond to the email enquiry
Clio Legal Trends Report, 2024of the contacted firms were effectively unreachable by phone
Clio Legal Trends Report, 2024of secret shoppers were unlikely to recommend the firms they contacted
Clio Legal Trends Report, 2024A third-party secret-shopper study of 500 law firms. These findings describe the study sample, not results guaranteed by Future Studio.
Reports your team can use
SEE WHAT HAPPENS
AFTER THE REPLY.
Every legal enquiry leaves four answers: what arrived, its review status, who owns it, and what happens next.
Legal intake operating viewOne connected path.
Watch each enquiry become a visible route, owner, and outcome.
VoiceMissed intake
WhatsAppNew enquiry
WebsiteIntake form
Approved intake boundariesAcknowledge · Prepare · ReviewApproved rules apply. Exceptions stay with your team.
Administrative pathPreparedIntake context ready
Legal judgmentHuman reviewAuthorised staff assigned
Action still dueFollow-upOutstanding item visible
SourceStatusOwnerNext action
Map your intake flowThe implementation
FROM MAP TO
LIVE SYSTEM.
01
Map the intake gap
Revenue Recovery AuditFind where calls, forms, documents, consultation requests, and follow-up currently stall.
/
02
Write the boundaries
Workflow designDocument approved questions, prohibited responses, review roles, retention needs, and escalation rules.
/
03
Build and connect
System implementationConnect one bounded intake path to selected phone, messaging, calendar, CRM, or case-management tools.
/
04
Test, launch, report
First workflow in 7–21 daysTest confidentiality controls, incomplete information, urgent language, conflict-review handoff, and bilingual paths.
/
Build options and published starting prices
CHOOSE THE
RIGHT START.
Choose the first gap to fix. We confirm the workflow and launch scope before the build begins.
WhatsApp Automation
from $999setup
Then $199.99/month
Approved acknowledgement, administrative intake, checklists, and staff handoff.
- One controlled WhatsApp path
- Approved questions + boundaries
- Checklist or human review
Voice Receptionist
from $1,999setup
Then $199.99/month
Call capture, approved questions, summaries, and authorised review routing.
- One legal voice path
- Approved questions + fallbacks
- Summary + reviewer notification
Multi-channel System
Customafter audit
Monthly fee confirmed with scope
For offices connecting voice, WhatsApp, consultation flow, document readiness, case tools, or reporting.
- Multi-channel intake routing
- Consultation + checklist flow
- Controlled reporting layer
Starting prices cover one bounded workflow. Usage, integrations, data requirements, and custom logic are confirmed before implementation.
Common questions
FREQUENTLY
ASKED.
Straight answers about integrations, operating rules, human handoff, timing, pricing, and what happens after launch.
Can it work with our current intake and case-management tools?+
The audit checks compatibility, access, retention, and the safest bounded connection before implementation.
Can it schedule consultations?+
Yes, but only after the office’s approved administrative intake and human-review conditions are satisfied.
Does it provide legal advice or decide whether we take a case?+
No. Legal analysis, advice, conflicts, suitability, deadlines, representation decisions, and emergency legal direction stay with authorised staff.
How long does the first installation take?+
A focused first workflow can often reach a working test in 7 to 21 days, depending on channels, languages, operating rules, data requirements, and integrations.
How is the project priced?+
WhatsApp Automation starts at $999 setup plus $199.99 monthly, and Voice Receptionist starts at $1,999 setup plus $199.99 monthly. A connected legal intake system is scoped after the audit because security, retention, case tools, jurisdictions, and custom logic change the build.
What happens after launch?+
We review handoffs and outcomes, improve approved conversations, update rules, and expand only after the first workflow is stable.
Who it is for
BUILT FOR LEGAL TEAMS WITH
A REAL INTAKE LOAD.
The best fit is a legal office with repeatable administrative intake, explicit legal boundaries, and an authorised reviewer for every enquiry.
01
Small and mid-sized firms
Best when partners and staff lose time to repetitive intake administration.
02
Multi-practice offices
Useful when enquiries must reach the correct authorised reviewer.
03
Bilingual intake teams
Strong when English and Spanish enquiries need consistent administrative handling.
Not the right fit for:Automated legal advice, conflict clearance, case acceptance, substantive legal decisions, or emergency legal direction.
Revenue Recovery Audit
LET US BUILD YOUR
LEGAL INTAKE SYSTEM.
We map where new-client enquiries stall and build the first controlled workflow around your staff, boundaries, and current tools.