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AI phone intake for law firms
People call a lawyer at the worst moment of their week, often after hours. Vanta answers, collects the facts of the matter through your intake questions, and gets qualified cases to an attorney fast.
Talk to Vanta liveRequest a tailored demoCalls Vanta answers
- New-matter inquiries after hours and on weekends
- "Do you handle this kind of case?" questions
- Existing clients calling for their attorney
- Consultation scheduling
- Court date and document drop-off questions
What it does on each call
- Asks your intake questions in order: practice area, dates, opposing parties, urgency
- Collects names of other parties so your team can run a conflict check
- Books consultations into the times you allow
- Routes urgent matters, such as an arrest or a deadline this week, to the attorney you choose
- Makes clear it can't give legal advice and that calling doesn't create an attorney-client relationship
What a call sounds like
CALLER I was just served with papers and I don't know what to do.
VANTA I can help get you to an attorney. I can't give legal advice myself, but I'll take down the details. What kind of papers were you served, and is there a date on them?
CALLER It says I have 21 days to respond.
VANTA Thank you, that's important. I'll mark it as time-sensitive. What's the name of the person or company on the papers? We need it to check for conflicts.
EXAMPLE CONVERSATION, WRITTEN TO SHOW THE FLOW. YOUR AGENT FOLLOWS THE RULES AND WORDING YOU APPROVE.
What we need from you
- Your services, service area, hours and any prices you're happy to quote
- What counts as urgent, and who gets alerted or transferred
- How bookings should work: straight into a calendar, or as requests your team confirms
- Anything the agent must never say or promise
Questions
Will it give legal advice?
No. Vanta is configured to collect information, schedule and route. It tells callers it can't advise them and that calling doesn't make them a client.
Can it screen out cases we don't take?
Yes. Give it your practice areas and qualifying rules, and it politely tells out-of-scope callers you can't help, with any referral information you want shared.
How is intake information handled?
We'll go through where intake data goes and who can see it during your demo, so it fits your firm's confidentiality and professional-responsibility obligations.
Hear it for yourself
The fastest way to judge a voice agent is to talk to one. Open the live demo, pick a voice, and play one of your own customers.
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