Intake Gateway answers your firm’s line when you can’t, takes a family law intake once you switch family law on, and emails you the facts after every call except one we are confident is spam.
Check the AI’s work: each intake email gives its summary and what the caller told it, and the call’s recording and full transcript are in your dashboard. AI intake and the ethics rules
Call the number we give you from your own phone and hear the agent take an intake — up to 15 minutes of test calls, before you add a card. First month free: a 30-day free trial, every answered call included, one trial per firm. Card on file, nothing charged before day 31. No setup fee. Month to month. US firms, calls in English and — if you switch it on — Spanish.
Start with nights and weekends. Forward your line only after hours, only the calls you don’t answer, or every call — a choice you make with your phone carrier or phone system, not a setting here, and can change at any time.
Hear our agent take an intake on the demo line, 75 seconds
Recorded on our demo line: our AI agent answering an automated test caller who plays an invented person. It starts after the opening disclosure every call begins with.
From the recording:
Caller (invented)
I was rear-ended Tuesday while stopped at a red light on Park Street in Madison. The insurance adjuster called this morning asking for a recorded statement and quick settlement, and that worries me.
Agent
That would worry anyone. Were you hurt in the crash?
Caller (invented)
Yes. I went to the ER that night; they said it was soft tissue, but my neck still hurts and I can’t turn my head properly.
Read the whole recording (machine transcript, unedited)
Caller (invented): I was rear-ended Tuesday while stopped at a red light on Park Street in Madison. The insurance adjuster called this morning asking for a recorded statement and quick settlement, and that worries me.
Agent: That would worry anyone. Were you hurt in the crash?
Caller (invented): Yes. I went to the ER that night; they said it was soft tissue, but my neck still hurts and I can’t turn my head properly.
Agent: And are you working with another attorney on this already?
Caller (invented): No, I haven’t talked to any lawyer yet.
Agent: Thank you for telling me that -- I'm going to take this down for the office. Before we get into the details, I need to take a couple of names for our records. Can I start with your full name?
Caller (invented): Dana Whitfield.
Agent: Dana Whitefield. And do you know the name of the other driver?
Caller (invented): It’s Dana Whitfield—W-h-i-t-f-i-e-l-d. The other driver was Ray Kessler.
Agent: Dana Whitfield, W-H-I-T-F-I-E-L-D, and the other driver, Ray Kessler. Is that right?
A divorce or custody call, taken down the way your firm needs it.
Family law is off until you switch it on. Off, someone calling about a divorce, custody, support or a protective order leaves a message for you.
On, it asks whether they already have a lawyer, then takes their name and the other person’s for your conflict check before any detail of the matter.
It asks whether it is safe for your office to call them back on that number, and whether you may leave a message, and puts the answer at the top of the facts in your email.
It takes what the matter is about, how many children are involved but never their names, where they live, and any court date or order already in place.
It never asks about abuse or what the other person did.
Someone who needs a protective order, has a hearing today, tomorrow or the day after, or whose child has been threatened or not returned is urgent: within the firm's transfer hours the caller is offered a live transfer. Anyone in danger right now is told to call 911.
Everything else it closes like any other case: a callback promised, or with a calendar connected a consultation booked or requested.
It never says who will get custody, what support will be, how property is divided, or any deadline.
A generic AI receptionist takes a message. This one runs your intake.
1
A callback promised, or a consultation booked or requested
Every routine caller is told the office will call them back, and gives the time that suits them. Connect a calendar and the agent books an ordinary case's consultation instead, from your real availability, while the caller is still on the phone, or requests one where your calendar asks you to confirm.
2
You hear every call
The recording, the transcript, a summary and the structured intake for every call are in your dashboard. Download what you need for your file: the recording, transcript, summary and intake are removed on a fixed schedule measured from each call.
3
The caller lands in Clio, if you use Clio
Connect Clio and the caller is added there as a contact after the call — name, phone, email and address, nothing re-typed. The full intake arrives by email and in your dashboard, with Clio or without — the product works either way.
One plan, $149 a month, every answered call included. Fair use is a guide of up to 100 answered calls a month for one firm’s own line, not a cap: nothing meters your calls or cuts them off at that number. If you are consistently and substantially above it, we may get in touch to agree terms that fit that volume, and if we cannot agree any, the Terms of Service let either side end the plan.
Intake Gateway
$149 / month
Every answered call included — nothing is metered or billed per call
24/7 intake in English, and in Spanish if you switch it on
Urgent cases are offered a live transfer in your hours; others get a callback, or a booked or requested consultation for an ordinary case once a calendar is connected
An email with the summary and intake after every call except one we are confident is spam