AI Legal Intake Automation

Automated legal intake 24/7

Never miss a potential client. Our AI receptionist automates legal intake, qualifies leads, and ensures every inquiry is captured and routed correctly.

1 ring answer, 24/7
98% satisfaction
100+ integrations
Why Intake Teams Switch

Why legal intake teams are switching to AI screening

Legal intake is a bottleneck by design. Someone has to answer the phone, ask the right questions, capture accurate details, and decide if the case fits your criteria. Most firms rely on intake specialists, paralegals, or outsourced call centers. They work, but they create gaps: limited hours, inconsistent screening, and the inevitable missed calls during busy periods.

The real cost shows up in lost leads. A potential client calls at 7 PM after seeing your ad. They get voicemail. They call the next firm on the list. That personal injury case worth $50,000 in fees just walked out the door because nobody picked up. Or worse, an unqualified lead gets through, wastes an attorney's time, and the real cases sit in queue.

AI intake changes the equation. Every call gets answered. Every caller gets the same consistent screening questions. Case type, incident date, injuries, jurisdiction, statute of limitations concerns, all captured in real time. Qualified leads get scheduled for consultations immediately. Unqualified inquiries get polite explanations and referrals if appropriate.

From the caller's perspective, the difference is dramatic. Instead of leaving a message and hoping someone calls back, they have a conversation. They answer questions about their situation. They walk away with a confirmed appointment or a clear next step. That immediate response builds trust before an attorney ever speaks to them.

For firms spending $500-1,000/month on intake services that still miss calls and require callbacks, AI often costs less while screening more leads. One captured case that would have been lost to a competitor pays for the entire year.

This works for solo practices handling their own intake and for firms with dedicated intake teams who need overflow support. If callers are hitting voicemail or waiting hours for callbacks, AI screening fills the gap.

πŸ“΅ 67% after-hours calls

Most legal inquiries come outside business hours. If you're not screening then, competitors are.

⏱️ 4 hrs avg callback delay

Every hour you wait, the caller is talking to other firms. Speed wins cases.

🎯 12+ screening fields

Case type, incident details, injuries, timeline, jurisdiction. Full intake, not just a name.

Calls We Handle

Common legal intake calls we handle

Our AI understands your business and handles these calls automatically.

Call TypePeak TimingWhat AI CapturesResolution
πŸš—Personal injury screening
Evenings, weekendsIncident type, date, injuries, treatment, insuranceConsultation booked
βš–οΈCase type qualification
AnytimeCase type, jurisdiction, timeline, basic factsLead captured
πŸ“žCallback request from ad
After 5 PMAd source, case type, contact info, availabilityCallback scheduled
🚨Urgent legal matter
Nights, weekendsUrgency level, case type, deadline concernsUrgent transfer
πŸ“‹Multi-practice area inquiry
Business hoursPrimary issue, related matters, routing preferenceAppointment booked
❓"Do you handle cases in my state?"
AnytimeLocation, case type, jurisdiction detailsLead captured
Integrations

Integrates with your legal intake tools

After every call, NextPhone can update your CRM, add new contacts, book appointments, and trigger workflows automatically.

⚑

Lawmatics

Trigger intake workflows automatically

βš–οΈ

Clio Grow

Create intake records and matters

πŸ“Š

Lead Docket

Push qualified leads with full details

πŸ“

Filevine

Sync intake data to case files

πŸ“…

Google Calendar

Book consultations into available slots

πŸ”Œ

Zapier

Connect to 5,000+ other apps

How It Works

From ring to booked revenue.

NextPhone handles the entire booking process autonomously, creating a seamless flow of data from the first ring to your calendar.

Trained on your website

We customize NextPhone to YOUR services, pricing, and booking flow.

Books into your calendar

Checks YOUR availability in real-time and schedules jobs instantly.

Syncs to your stack

Everything flows to YOUR CRM, calendar, and tools automatically.

Instant pickup
Processing...
AI Qualification
Waiting...
Smart Intake
Waiting...
Real-time Booking
Waiting...
Synced to YOUR stack
Waiting...

Call Resolution Rate

First 7 Weeks

+51%
98%
Resolution Rate
Features

Every call picked up,
and handled perfectly.

When phones get busy or the office is closed, NextPhone takes over instantlyβ€”no more voicemail black holes.

Unlimited calls included

Flat monthly rate. No per-call or per-minute charges, ever.

Instant transfers

Complex calls route to your team immediately when needed.

Phone numbers anywhere

Get local numbers from any US, Canadian, or international area code.

20+ languages

Serve customers in Spanish, French, Mandarin, and more.

From Our Customers
"
Our intake team was overwhelmed during TV ad campaigns. Now AI handles the initial screening, and we only talk to qualified leads. We've cut our cost per signed case by 35% and stopped losing leads to voicemail.
M
Marcus T.
Intake Manager, Regional PI Firm, Atlanta, GA

Simple, transparent pricing

Most customers recover the monthly cost from a single appointment.

Popular

Nextphone Pro

For lean teams getting started.

  • Converts leads to booked appointments automatically
  • Syncs with your calendar & CRM
  • Unlimited calls (no per-minute charges)
  • Call transcripts & summaries
  • Custom training included
  • No contracts, cancel anytime

Nextphone Enterprise

For multi-location teams.

  • Multiple lines & locations
  • Advanced routing & integrations
  • Dedicated onboarding support
  • Priority 24/7 support
FAQ

Frequently Asked Questions

Everything you need to know about NextPhone

You configure exactly what information to collect. Common fields include: case type, location, timeline, contact information, and initial case details. The AI adapts to your intake process.

Yes! NextPhone integrates with popular legal intake systems and CRMs including Clio, Lawmatics, MyCase, and more. All intake data syncs automatically to your system.

The AI asks qualifying questions based on your criteria (case type, location, urgency, etc.) and scores leads accordingly. High-priority leads are immediately flagged for your team.

The AI is trained to collect information, not provide legal advice. For complex questions, it captures the information and ensures an attorney follows up promptly.

Yes! You can configure different intake flows for different practice areas. The AI routes calls based on the type of case and your preferences.

The AI recognizes urgency indicators and can immediately route emergency calls to your on-call attorney or emergency line while still capturing all intake information.

The AI can schedule an immediate callback or transfer to your team if someone is available. Otherwise, it captures all information and ensures prompt follow-up.

NextPhone costs $199/month with unlimited calls - no per-minute charges or hidden fees. Includes custom training, CRM integration, call transcripts, and summaries. No contracts, cancel anytime.

Still have questions? Contact our support team

Get Started In Days

Turn your phone lines into a
24/7 booking engine.

See a live demo and have NextPhone answering calls in under a week.