0124/7 Intake 02Case Management 03Consult Booking 04Client Follow-Up

The case goes to the
firm that answers.

A 24/7 AI intake agent for law firms — it answers every call, qualifies the potential client, books the consultation, and follows up until the fee agreement is signed.

Intake agents on shift — nights, weekends, holidays For law firms
64%

of inquiries to law firms get no follow-up at all — no call back, no email.

60%+

of calls go unanswered after hours — when injured, arrested, and divorcing people actually call.

78%

of clients hire the first attorney who actually responds to them.

1 in 5

missed calls ever get returned. The other four callers found another firm.

Sources: Clio Legal Trends secret-shopper research · EvenUp settlement benchmarks · industry intake-call studies, 2024–2026

01 — The math you already know

You paid for that lead.
Then it went to voicemail.

You're spending real money on Local Services Ads, PPC, and referrals to make the phone ring — then the call comes in at 6:15 on a Friday, your intake person has gone home, and 80% of callers who hit voicemail hang up without leaving a message. That's not a marketing problem. It's an operations problem — and it's fixable this month.

02 — The teardown

A potential client calls.
Watch what happens.

The old way
  1. A rear-end collision at 5:40pm. She searches "car accident lawyer near me" and taps your LSA. Rings out.
  2. She hangs up at voicemail — like 80% of callers do — and taps the next firm down.
  3. That firm answers. She never thinks about yours again.
  4. Monday, your intake coordinator returns Friday's voicemails. Zero left.
  5. Your web form leads sit until someone "gets to intake."
  6. You paid for every one of those leads. Google charged you either way.
The agent way
  1. The intake agent answers on the first ring — 5:40pm Friday, 2am Sunday, doesn't matter.
  2. It asks your qualifying questions: injury type, treatment, fault, date of incident — your criteria, your script.
  3. It runs a conflict pre-screen and checks the statute-of-limitations window flags you set.
  4. Qualified? Consultation booked straight onto the right attorney's calendar, confirmation sent.
  5. Every fact logged to your practice management system — no retyping, no sticky notes.
  6. It follows up on every unsigned PNC until they sign or say no — the money most firms leave on the table.

Urgent or sensitive? A human gets pulled in immediately, with the full transcript.

03 — The roles

The roles your firm
keeps re-hiring.

Intake gets the case in the door. But the payroll your firm actually burns is on the follow-through — the case manager working a hundred files, chasing clients, records, and deadlines. We install agents for both jobs.

NOW HIRING Before the case signs

Legal Intake Agent

Works your phones, web forms, and chat like your best intake coordinator on their best day — every hour of every day, without hold music.

Does
Answers every call 24/7, texts back missed calls in seconds, qualifies PNCs against your case criteria, runs conflict pre-screens, books consultations, and chases every unsigned lead until resolution
Works in
Your existing phone number, web forms, SMS, and practice management stack
Guardrails
Intake only — facts, scheduling, logistics. Never legal advice; legal questions and distressed callers escalate to your team instantly, transcript attached
Replaces
The answering service that takes messages nobody reads — and the signed cases you're quietly losing to whoever answers first
NOW HIRING After the case signs

Case Manager Agent

Works your signed cases inside the CRM you already use — so treatment stays on track, records show up, and clients never feel forgotten.

Does
Texts clients to confirm every doctor's appointment and flags treatment gaps before the adjuster finds them, chases medical records and bills from providers, collects documents and signatures, sends case-status updates, and watches your deadlines
Works in
Your practice management system — Clio, Filevine, Litify, CASEpeer — texting from your firm's number, on your templates
Guardrails
Attorney-approved scripts and rules; anything unusual — a client in distress, a provider dispute, a legal question — lands with your team, full context attached
Replaces
The robot work drowning your case managers across 100+ files — the calls, texts, and chasing — so their judgment goes to the cases that need it
Why the Case Manager Agent pays for itself

17% of personal injury cases contain a detrimental treatment gap of 30+ days — and consistent treatment can raise settlement value by ~20% per case. Keeping clients treating isn't admin work. It's case value.

Personal injuryFamily lawCriminal defenseImmigrationEstate planningEmploymentBankruptcy
04 — The whole practice

Not just the phones.
The whole practice.

Anthropic ships purpose-built legal workflows for Claude — litigation, matter management, drafting. We configure them to how your firm actually works, connect them to your systems, and run them with an attorney in the loop. Intake and case management are where we start, not where it ends.

Litigation
  • Chronologies and case timelines
  • Deposition prep and outlines
  • Privilege logs
  • Claim charts — patent and civil
  • Brief drafting support
Matter management
  • Matters, deadlines, and docketing
  • Legal holds
  • Demands
  • Outside-counsel coordination
  • Status roll-ups for the partners
Drafting & discovery
  • Demand letters
  • Discovery requests and responses
  • Document-review support
  • Routine client correspondence
  • First drafts your associates finish
Client-facing
  • 24/7 intake and qualification
  • Consultation booking
  • Case-status updates
  • Records and treatment follow-up
  • Unsigned-lead follow-up
Built on Claude — the frontier AI from Anthropic, including its legal workflows. Every output is attorney-reviewed and human-approved. Nothing is filed, served, or sent to a client without your sign-off. We install and operate the system; your firm stays in control of the practice of law.

Deep dive: AI litigation support & practice management — the full workflow breakdown →

05 — Why us

We've been inside your lead flow for years.

Agent Operations is built by the team behind LSA Command — software that tracks and manages Google Local Services Ads for law firms. We didn't discover attorney intake last quarter; we've watched thousands of firm leads get won and lost at the phone.

  • We know what your leads cost, because our software tracks LSA spend for firms like yours — and what it means when a $100+ phone lead rings out.
  • Responsiveness is a Google LSA ranking factor. Answering more calls doesn't just save the lead in front of you — it raises your ad placement and lowers your effective cost per lead.
  • We run on this stack ourselves. Our own company's calls, follow-ups, and CRM are operated by the same agents we install — every day, in production.
  • Tested before trusted. Before going live, your agent is run against 50 real intake scenarios from your practice areas — and you get the scorecard.
  • Every conversation logged. Full transcripts, timestamps, and outcomes in a control room you can audit — with approval gates and instant human escalation built in.
06 — The install

Live in weeks.
Careful by design.

STEP 01

Shadow your intake

We map how a PNC actually moves through your firm — the questions your best intake person asks, the edge cases, where leads stall and die.

STEP 02

Install with approval gates on

The agent starts on one workflow — usually after-hours answering and missed-call text-back — with your team approving anything sensitive.

STEP 03

Expand what's proven

Once it's boringly reliable, it takes daytime overflow, web-form response, and unsigned-lead follow-up. You watch the signed cases climb.

Plans from $1,500/month

One-time install scoped in your audit. Outcome pricing — per booked consultation — available once your numbers are proven.

See pricing
07 — FAQ

Questions attorneys ask us.

Is this the unauthorized practice of law?

No — and we've drawn that line deliberately. The agent handles intake only: gathering facts, qualifying against criteria you set, scheduling, and logistics. It never gives legal advice, never evaluates the merits of a case, and never quotes outcomes. Any legal question gets routed to your team, verbatim.

What about confidentiality?

Every conversation is logged, access-controlled, and belongs to your firm. We work within your confidentiality requirements, sign what your firm needs us to sign, and your intake data is never used to train anything outside your system.

Will potential clients know they're talking to AI?

That's your call — the agent can identify itself or simply present as your firm's intake line. Either way, the experience is a fast, competent answer instead of voicemail, and a human is pulled in the moment it matters. Callers care about being helped at 9pm far more than who answered.

Does it work with our practice management software?

Yes — that's a requirement, not a feature. We build on Clio, MyCase, Lawmatics, Filevine, and the phone system you already have. Your team keeps working exactly where they work today; the data just shows up filled in.

We already use an answering service. How is this different?

An answering service takes a message. This agent finishes the job: it qualifies the caller against your criteria, books the consultation on the right calendar, logs everything to your system, and follows up until the PNC signs or closes out. The difference shows up in signed cases, not message counts.

08 — Start

Find out how many cases you're losing to voicemail.

Book a 30-minute discovery call. We'll look at your actual lead flow — LSA, PPC, referrals — and show you where signed cases are leaking out of your intake.

Book a 30-min discovery call Response drafted by an agent · in under a minute