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AI-assisted client intake

AI Legal Intake for Website and Phone Inquiries

Capture prospective-client information consistently. The AI intake workflow can answer approved website and phone inquiries, ask structured questions, prepare a summary and send information for review and signature.

What your firm can manage

01

Website inquiry capture

Keep this part of the legal workflow connected to the relevant client, matter, team member and activity history.

02

AI phone intake

Keep this part of the legal workflow connected to the relevant client, matter, team member and activity history.

03

Practice-area question sets

Keep this part of the legal workflow connected to the relevant client, matter, team member and activity history.

04

Review-ready summaries

Keep this part of the legal workflow connected to the relevant client, matter, team member and activity history.

05

Email delivery and follow-up

Keep this part of the legal workflow connected to the relevant client, matter, team member and activity history.

06

Signature workflow

Keep this part of the legal workflow connected to the relevant client, matter, team member and activity history.

Designed for practical legal workflows

The goal is not to add another disconnected application. It is to create a reliable operational system where lawyers and staff can find the current information, understand what needs attention and maintain continuity throughout the client and matter lifecycle.

Private demonstration

See how Legal on Cloud fits your firm.

Tell us about your practice and the workflow you want to improve. Your request will be saved securely in WordPress under Demo Requests and emailed to the site administrator.