AI intake for law firms

    From first enquiry to structured handover.

    Handle new enquiries, collect relevant information and documents, and give your team an organised intake to review before the consultation.

    Book a Free Personalised Demo See how it works

    Online or in person for suitable Australian law firms.

    How it works

    From first contact to a lawyer-ready draft brief.

    00:00

    Enquiry answered

    AI answers the new enquiry call and captures initial context.

    00:03

    Intake link sent

    A secure mobile intake link is sent to the client.

    00:07

    Details submitted

    The client completes questions and uploads documents.

    00:08

    Brief ready

    A structured brief and triage are ready in your dashboard.

    Ready

    Informed callback

    Your lawyer calls back fully briefed, not asking basic intake questions.

    Illustrative timing. It depends on the caller completing the intake, the complexity of the enquiry and any documents supplied. This is not a promise of lawyer contact within ten minutes.

    80% of prospective clients will contact another lawyer if they don’t hear back within 48 hours. Martindale-Avvo, Understanding the Legal Consumer 2023

    Example scenario

    See an intake take shape.

    Choose a practice area and explore an example journey from first enquiry to draft summary. This is a simplified demonstration; real intake is configured to your firm and matter type.

    Step 1 — Choose a practice area

    Six example practice areas are shown. Your intake is configured to the matter types your firm chooses.

    Step 2 — Click through the seven stages

    Step 1

    This is an example of a warm, calm conversation when the firm has configured after-hours call handling.

    After-Hours AI Intake Call

    Family Law Enquiry

    Example scenario
    Transcript Preview
    AI ReceptionistThank you for calling Mitchell & Associates. I'm the after-hours intake assistant. How can I help you?
    CallerI need help with a divorce. We've been separated for six months.
    AI ReceptionistI understand. I'll gather some initial details to help our family law team prepare for your consultation. Are there any children involved?
    CallerYes, two children — ages 8 and 12.
    AI ReceptionistThank you. I'll record those details and send you a secure link to complete your intake. The firm's team can then review your enquiry and callback preference.

    Stage 1 of 7 — AI Phone Intake

    The difference after hours

    Win the matter before they call the next firm.

    Callers with urgent legal issues keep ringing until someone takes them seriously. When they feel understood immediately, they stop searching.

    1. 7:15 pm

      Without

      Voicemail or a message service

      The caller leaves a name and number, or hangs up without leaving anything at all.

      With Intake Plus

      Answered straight away

      A calm intake assistant, set up for your firm, listens and takes down what happened.

    2. 7:20 pm

      Without

      Nothing feels like it's moving

      With no sign anyone is on it, they go back to Google and call the next firm.

      With Intake Plus

      Secure intake link by SMS

      They share their story, key dates and documents from their phone while it's fresh.

    3. 7:25 pm

      Without

      Still searching

      Messages are left at several firms. Whoever calls back first is likely to win the matter.

      With Intake Plus

      They stop searching

      Having already told their story and sent their documents, they feel looked after, so there's no reason to keep calling around.

    4. Next morning

      Without

      Phone tag begins

      Staff decode a rushed voicemail, then chase the caller for basic details and paperwork.

      With Intake Plus

      A brief is waiting

      Your team opens an organised summary with the client's account, dates and documents attached.

    5. First consult

      Without

      Starting from scratch

      Much of the meeting goes on collecting facts the client could have shared the night before.

      With Intake Plus

      Starting informed

      The lawyer arrives already across the facts and can focus on the client and the matter.

    Illustrative example. Your team remains responsible for reviewing information and deciding the next step. Intake Plus supports intake; it does not provide legal advice.

    See the information your team receives.

    Review calls, intake answers, uploaded documents and AI-assisted draft summaries in the enquiry file.

    Example dashboard · Fictional demonstration data

    12
    New enquiries
    6
    Waiting on client
    6
    Ready for review

    Select an enquiry to explore

    Enquiry files

    Illustrative website intake

    Your website. Structured intake. Without rebuilding it.

    An intake form can be configured for your website and brand. We’ll confirm compatibility and the setup required before you begin.

    We’ll review how Intake Plus can fit alongside your reception team, phone routing and website, with configuration agreed during setup.

    yourlawfirm.com.au/contact
    Illustrative website intakeExample

    Tell us about your matter

    Sarah Mitchell
    Family law▾
    We separated last month and need advice on custody…
    Example submit control
    Illustrative portal handover

    • Configured to your intake

      Questions and presentation are agreed for your firm and the matter types you choose.

    • Designed to fit around reception

      Website intake can sit alongside your existing reception team and configured phone routing.

    • Organised for team review

      Submitted information can appear with the enquiry for your team to review alongside source material.

    Keep your practice-management system for ongoing matter work. Integration requirements are discussed individually; automatic PMS synchronisation is not currently a standard feature.

    Clear boundaries. Your team in control.

    AI assists with collecting and organising information. Your team checks the source material, reviews the draft and makes the decisions.

    Encrypted connectionsMFA-protected firm accessPrivate document storage

    Human review

    Your team checks the source material and reviews AI-assisted drafts before acting.

    Read the disclaimer

    Firm-scoped access

    Access controls keep each firm’s intake information within its authorised workspace.

    Read the privacy policy

    Transparent data handling

    See where information is stored and which providers support voice, messaging and processing.

    View sub-processors
    Start with 30 days free

    Become a founding Intake Plus firm.

    Work directly with the founder to configure Intake Plus around your firm’s intake process and give feedback as you use it.

    • 30 days free
    • $3500 implementation and onboarding fee waived
    • Direct founder support
    • Founding rates locked for 12 months after the trial
    • No obligation to continue after the trial
    • Opportunity to shape improvements
    Discuss your firm’s setup

    Integrations

    Briefs land straight in your practice management system.

    Intake Plus connects with LEAP, Actionstep and Clio, so accepted enquiries flow into your existing system without your team retyping anything.

    • LEAP
    • Actionstep
    • Clio
    1. 01Call answered
    2. 02Intake completed
    3. 03Sent to your system
    Founding firm program

    Choose the level of intake support your firm needs.

    Compare the current plans below. We’ll confirm your configuration and post-trial terms before you begin.

    After-Hours

    $590/month

    Founding rate, locked for 12 months

    Standard $850/month · $3500 setup waived

    For firms adding after-hours enquiry support.

    Discuss this plan
    • After-hours AI call handling
    • Up to 150 after-hours intake calls / month
    • Unlimited website form submissions included
    • Secure client portal & document collection
    • AI-assisted draft case briefs for lawyer review
    • SMS intake links & email notifications
    • Dashboard & call transcripts

    $1.80 per call for any extra calls

    Higher call volume

    Practice

    $1190/month

    Founding rate, locked for 12 months

    Standard $1700/month · $3500 setup waived

    For firms needing higher call volume and broader intake configuration.

    Discuss this plan
    • Everything in After-Hours
    • 24/7 AI intake call handling
    • Up to 500 intake calls / month
    • Unlimited website form submissions included
    • White-label branding (your logo & colours)
    • Automated routing by practice area & lawyer
    • Callback request capture & management
    • Monthly performance reporting
    • Priority support & onboarding

    $1.50 per call for any extra calls

    Custom

    Let's talk

    For firms with multi-office, higher-volume or specifically scoped requirements.

    Discuss this plan
    • High-volume intake support
    • Custom volume allowances
    • Multi-office & white-label options
    • LEAP, Actionstep & Clio integration, plus custom integrations
    • Dedicated account manager

    Pricing scoped to your firm

    Every founding firm starts with a 30-day free trial — no obligation to continue.The standard $3500 implementation and onboarding fee is waived for founding firms.

    Prices and call allowances are per firm. After-Hours and Practice include unlimited website form submissions.

    Founding rates are locked for the first 12 months after the trial, then move to standard pricing.

    Frequently Asked Questions

    Everything firm owners and practice managers ask before getting started.

    See how Intake Plus could fit your firm.

    Walk through a relevant intake scenario with the founder, ask questions and discuss how it could work alongside your reception and intake process.

    Available online, with in-person demonstrations for suitable Australian firms. We’ll arrange the format and time after your request.

    Prefer email? Reach us at hello@intakeplus.com.au

    After your personalised demo, eligible firms can trial Intake Plus free for 30 days. No obligation to continue.

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