AI Legal Client Intake
Never miss a potential client with AI-powered legal intake
The Challenge
Potential clients call when they have a legal problem—often outside business hours when they're stressed and need help now. If you don't answer, they call another firm. Legal intake is time-sensitive.
Law firms can't staff phones 24/7 economically. After-hours answering services don't understand legal matters and can't perform proper intake. Valuable leads are lost to competitors who pick up the phone.
At the same time, legal intake requires careful handling of confidential information and proper screening for conflicts.
The Kallina Solution
Kallina's AI Legal Intake captures potential clients 24/7 with proper legal protocols. Our AI conducts initial intake interviews, captures case details, screens for conflicts, and schedules consultations—all while maintaining confidentiality.
The system understands legal practice areas, asks appropriate qualifying questions, and captures information your attorneys need for initial assessment. Hot leads can trigger immediate notifications to attorneys.
Full integration with practice management systems means intake data flows directly into your workflow.
How It Works
Simple implementation, powerful results
Caller Reaches Firm
Kallina answers professionally with your firm's greeting.
Intake Interview
AI conducts structured intake, capturing case details.
Qualification
Screens for practice area fit and basic conflicts.
Scheduling/Alert
Books consultation or alerts attorney for urgent matters.
Key Features
Everything you need to succeed
Legal Protocols
Proper intake procedures for law firms
Confidentiality
Attorney-client privilege protected
Practice Area Routing
Direct to appropriate attorney
Conflict Screening
Basic conflict checks during intake
Consultation Scheduling
Book directly to attorney calendars
Urgent Alerts
Immediate notification for hot leads
Results You Can Expect
Proven results from real customers
Capture leads anytime they call
Don't lose leads to competitors
Full attorney-client protection
Attorneys focus on qualified cases
Seamless Integrations
Works with your existing tools
Enterprise-Grade Security
Certified compliance you can trust
Privilege protected
Data protection
Security certified
Information security
Frequently Asked Questions
Get answers to common questions
Is attorney-client privilege protected?
Yes, all communications are confidential and protected under privilege.
Can it handle different practice areas?
Yes, configured for your specific practice areas with appropriate intake questions.
What about urgent matters?
Configurable urgency detection with immediate attorney notification.
Does it integrate with our case management?
Yes, native integrations with Clio, MyCase, PracticePanther, and other legal software.
Ready to Capture Every Lead?
Never miss a potential client. Start your free trial today.
No credit card required • Free 14-day trial • Setup in minutes