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?
An all-party-consent state, and one opening on every call.
Florida is an all-party-consent state for recording calls (Florida Statutes § 934.03): every party to the call has to consent, not only the one recording it. Every call opens with the same fixed disclosure, sent as the agent’s opening line: the caller is speaking with an AI assistant and not an attorney, the call is recorded and transcribed, staying on the line is consent, and anyone who would rather not be recorded can hang up (the exact words).
The Florida Bar’s advertising rules, Rules 4-7.11 through 4-7.22, are detailed, and many lawyer advertisements have to be filed for the Bar’s review. The number those advertisements print stays yours: you keep your own phone number, and nothing changes for the people calling you.
Rule 4-7.18 of the Rules Regulating The Florida Bar restricts a lawyer’s telephone and real-time electronic contact with prospective clients, and bars written solicitation in a personal-injury matter within 30 days of the incident. Intake Gateway answers the calls made to your line; how a Florida rule bears on the way you use it is a question for you and your counsel.
Forwarding only after hours is a choice you make with your phone carrier or phone system, not a setting here. You keep answering in the day and your agent takes nights and weekends.
A generic AI receptionist takes a message. This one runs your intake.
1
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.
2
Urgent cases offered a live transfer
A fatality, anything involving a city or a public body, an adjuster pushing for a recorded statement, evidence about to disappear: the agent recognizes the signs and offers to put the caller through to you live, in the hours you allow transfers. When it is unsure, it offers the transfer.
3
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.
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
Has the Florida Bar said anything about lawyers using AI?
The Florida Bar publishes guidance on lawyers’ use of generative AI; check its current version. Whether this product fits your duties under it is for you and your counsel.
Can I word the recording disclosure differently for Florida callers?
No. It isn’t customizable, on purpose: it is the same legal disclosure, worded the same way, for every firm and every state. The only things that change between firms are your firm’s own name being spoken in it and, if you’ve switched Spanish on, one added sentence at the end offering Spanish. Whether its wording meets your bar’s rules is for you to check.
Does the agent give Florida callers legal advice?
No. Chapter 454 of the Florida Statutes governs who may practice law in Florida, and the Florida Bar enforces it. The agent never gives legal advice or predicts an outcome: that is a hard rule, not a setting. Asked a legal question, such as whether they have a case, it does not answer it: it says who will.
If a Florida caller is hurt badly at 3 a.m., does my phone ring?
Urgent transfers go to the transfer number you set, in the days and hours you allow them (all hours by default). To keep nights quiet, allow transfers only in your working hours: outside them the agent connects no one and flags the call for you, with a hot case named in the email’s subject line. Only a call already under way when your hours end may still be put through.
Many of my Florida callers speak Spanish. Does that work at night?
Yes, at any hour, if you switch Spanish on. It is off until you do, and the setting asks you to turn it on only if someone at your firm can follow up with a Spanish-speaking client. There is no extra cost. Spanish intake for Florida firms