A 24/7 AI receptionist for law firms that screens new leads, runs conflict checks, qualifies matters, and books consultations — on infrastructure the firm owns.
The Client Intake Agent is an autonomous AI agent that answers new-client inquiries around the clock, screens and qualifies matters, runs preliminary conflict checks, and books consultations.
It captures the details that matter, applies the firm's intake criteria, and routes qualified prospects to the right attorney, instead of leads going to voicemail after hours.
This is not a scripted answering bot. It is an active agent that intakes, screens, schedules, and follows up — deployed on infrastructure the firm owns, with client information kept under the firm's control.
A website chatbot collects a name and email. The Client Intake Agent runs a real intake — qualifying the matter, checking conflicts, booking the consult, and following up — autonomously, 24/7, across every channel.
The Client Intake Agent is a true AI agent that goes beyond simple Q&A. It reasons, plans, and executes multi-step workflows autonomously while you retain full code ownership and infrastructure control.
Answers new-client inquiries on web chat, phone, and SMS at any hour, in the prospect's language.
Engages every after-hours inquiry immediately and captures the matter details instead of sending it to voicemail.
Applies the firm's intake criteria to determine whether a matter fits practice areas, jurisdiction, and case thresholds.
Qualifies or politely declines a matter against the firm's rules and routes good fits to the right attorney.
Screens parties against the firm's conflict database before a consultation is scheduled.
Runs a conflict check on the named parties and flags potential conflicts to staff before booking.
Books consultations on the right attorney's calendar based on practice area and availability.
Schedules the consult, sends confirmations and reminders, and reschedules on request automatically.
Re-engages incomplete inquiries and prospects who have not yet booked.
Follows up on partial intakes and unbooked leads on a cadence, so fewer prospective clients slip away.
The agent answers the inquiry on web, phone, or SMS and captures the prospect's situation and contact details.
It applies the firm's intake criteria, identifies the practice area, and runs a preliminary conflict check on the parties.
The agent books the consultation, opens an intake record in Clio or Lawmatics, and notifies the assigned attorney.
It tracks unbooked or incomplete inquiries and re-engages them, learning which sources convert.
The agent logs every intake to an audit trail and reports lead volume, conversion, and source performance.
Captured significantly more after-hours leads and improved signed-case conversion.
Faster, conflict-aware intake without exposing client details to a third-party service.
Scaled multilingual intake without adding reception staff.
Higher consult booking rates from existing web traffic.
Recovered missed-call business on an owned, flat-fee platform.
Opens and updates intake records and matters in Clio and associates each consultation with the right contact.
Creates and nurtures leads in Lawmatics, syncing intake details and follow-up status.
Books consultations on attorney calendars and sends confirmations and reminders.
Answers and intakes over voice and text, handling after-hours and overflow calls.
Runs preliminary conflict checks against the firm's conflict system before booking.
Engages web visitors in real time and converts inquiries into qualified, booked consultations.
You receive the complete codebase. The firm's intake infrastructure is yours to audit, modify, and operate permanently.
Deploy on infrastructure the firm controls so client information stays under the firm's authority.
Run on AWS, Azure, Google Cloud, or the firm's own servers. ibl.ai is a certified partner of all three hyperscalers.
Choose and swap the underlying model without rebuilding the intake workflow.
No intake data is sent to ibl.ai. Every intake and conflict check is logged to the firm's own immutable audit trail.
Answering every inquiry immediately captures leads that previously went to voicemail.
Immediate qualification and booking lift the rate at which inquiries become booked consults.
Automating intake and scheduling frees staff from phone and form triage.
Prospects are engaged in seconds rather than the hours that erode conversion.
Enterprise-wide flat-fee licensing eliminates per-seat or per-call intake pricing.
See how ibl.ai deploys autonomous AI agents you own and control — on your infrastructure, integrated with your systems.