AI Intake Agent for Law Firms

Inbound intake, handled properly. No solicitation, no advice.

Built for Indian law firms under Bar Council of India rules. The agent acknowledges an enquiry, captures the details a conflict check needs, routes it to the right practice area, and escalates to a named partner inside a window you set — and it does not advertise, solicit or advise.

Get a written scope and price Book a free 30-minute Systems Audit

We ask for 30 minutes first — we cannot price a build we have not seen inside. No obligation, and you keep the scope either way.

Built and handed over by AcquihireTech · Delhi NCR

Live client systems: ReRoom.in (Interiors, Mumbai) · ePrep Global (Test prep, New Delhi) · ARVEX (Construction & tiles, Delhi NCR). We publish the names, not invented numbers — read the case studies.

An AI intake agent for law firms is a different product from the chat widgets sold to every other sector, because the standard playbook is not available to you. This is law firm client intake automation built around Bar Council of India non-solicitation rules: it responds only to enquiries the enquirer initiated, does not advertise the firm or promise outcomes, does not advise, and routes everything substantive to a qualified person. Think of it as intake operations, not lead generation. Most legal intake software in India is repackaged sales tooling; an AI answering service for lawyers that does not solicit is a narrower thing, and that narrowness is the product.

What this fixes

Where legal intake actually leaks

High-value enquiries arrive out of hours

A matter worth several lakh comes in at 9pm. It sits unacknowledged until a junior opens the inbox two days later.

Intake detail is inconsistent

What gets captured depends on who picked up. Conflict checks then start from an incomplete record.

Partners are the bottleneck

Everything waits for one person to read it, and there is no record of how long anything waited.

Marketing rules constrain the obvious fix

Chat widgets, WhatsApp CTAs and lead-gen funnels are the standard answer everywhere else, and are not available to you.

What the agent does

What the AI intake agent does

Acknowledges, does not solicit

Responds to an enquiry the enquirer initiated — no advertising, no touting, no inducement

Captures conflict-check detail

Parties, opposing parties, matter type, jurisdiction, dates — structured every time

Routes by practice area

Corporate, litigation, property, family, employment — to the right desk on first pass

Escalates inside a window

A named partner is notified within the time you set, and the clock is recorded

Confidentiality by design

Access-controlled, logged, retention rules you set, no third-party training on your matters

Never gives legal advice

It records and routes. Any question of substance goes to a qualified person.

How it works

How the AI intake agent gets built

  1. 01

    Enquiry arrives

    By phone, email or your website enquiry form — always initiated by the enquirer.

  2. 02

    Acknowledged and structured

    A neutral acknowledgement, then the intake questions a conflict check needs, captured in a consistent structure.

  3. 03

    Conflict-check pack assembled

    Parties and matter details are formatted for your existing conflict process. No advice is given and no engagement implied.

  4. 04

    Routed and escalated

    To the right practice area, with a named partner notified inside your defined window. Every step timestamped.

How we hold quality

What we will not let it do.

Most of this category sells an outcome it does not control. We would rather show you the rules the build is held to — every one of these is written into the scope, tested before go-live, and yours to change afterwards.

  • The agent is scoped around Bar Council of India non-solicitation rules. It responds to enquiries the enquirer initiated. It does not advertise services, promote the firm, promise outcomes, or induce instruction.
  • It does not give legal advice, express a view on merits, or comment on prospects. Every substantive question routes to a qualified person, and we test for attempts to push it past that line.
  • A clear non-engagement position is stated in intake — an enquiry is not an instruction and no solicitor-client relationship arises from it.
  • Matter data is access-controlled and logged, with retention rules you set. Nothing is used to train third-party models.
Is this you?

Worth building — and worth not building.

A build at the wrong moment is worse than no build. If the right-hand column describes you, say so on the call and we will tell you what to do instead.

Build this if

  • Enquiries arrive out of hours and wait until someone opens the inbox
  • A partner will sign off the acknowledgement and non-engagement wording
  • You run a conflict-check process the intake pack can be formatted for
  • Matter values justify it — the enquiries you lose are worth six figures

Do not build this yet if

  • Your firm takes work only by referral and does not field cold enquiries
  • No partner has time to approve intake copy inside two weeks
  • You want anything resembling advertising or lead generation
What's included

Everything in an AI intake agent build

  • Intake capture across phone, email and website enquiry form
  • Neutral acknowledgement copy, drafted with your compliance position and approved before launch
  • Structured conflict-check field set formatted for your existing process
  • Practice-area routing rules and a named-partner escalation window
  • Non-engagement wording built into every intake path
  • Matter and contact records written to your CRM or practice system
  • Access controls, audit logging and retention rules you set
  • Reporting view: enquiries in, acknowledged, routed, escalated, time to partner
  • Two rounds of revisions after launch on live intake data
  • Documented SOPs and full credentials handed to you at close

What we need from you: roughly one to two hours a week during the build — access to the accounts involved, a look at how the work is done today, and written sign-off on what the agent may say. Pass-through costs: telephony minutes, WhatsApp conversation charges and model usage are billed to you directly by those providers at their own rates. We do not resell or mark them up, and we size them against your real volume in the written scope.

Integrations

It has to fit the stack you already run.

Telephony
Exotel, Ozonetel, Knowlarity, your existing chambers line
Email
Google Workspace, Microsoft 365, shared intake mailboxes
Practice & CRM
Zoho CRM, HubSpot, Clio, practice management via API
Documents
Google Drive, SharePoint, access-controlled matter folders
Automation
n8n, Make, Zapier
Calendar
Google Calendar, Microsoft 365

Anything else with a documented API or webhook can be connected — the connectors are named in the written scope, and anything discovered later is priced before it is built.

Scope & timeline

Two ways to start.

Agent builds are scoped and priced individually — the figure moves with channel count, integration count, volume and how much logic sits behind the conversation. Published pricing for the four engines is on the Engagements page and is a fair guide to the order of magnitude. The audit produces a written scope and a written price, and both are yours to keep.

Prove it first

Pilot

One intake channel, one practice area, structured capture and partner escalation. Enough to see how long enquiries were actually waiting.

Live in 3–4 weeks

Get a written scope
Full build

Production

All intake channels, multi-practice routing, conflict-check pack, audit logging, retention policy, reporting, and 90 days of tuning.

Live in 6–10 weeks

Get a written scope
Not sure yet

Systems Audit

Thirty minutes, free. We map your pipeline live and name the single biggest constraint — including when the honest answer is that you do not need this agent.

30 minutes · No charge

Book the audit
Security & control

You own it. You can switch it off.

Data stays yours

Scoped against India's DPDP Act. Records sit in accounts you own, with retention rules you set. Your data is not used to train third-party models.

Approvals before it speaks

Everything the agent may say about price, scope and commitments is approved by you in writing before launch, and changeable afterwards.

A human is always reachable

Escalation paths are defined with you and tested before go-live. There is a documented off switch, and it is yours.

Questions

AI intake for a law firm — what partners ask first

Put an AI Intake Agent for Law Firms to work this quarter.

The 30-minute Systems Audit maps your pipeline live, names the single biggest constraint, and tells you whether this is the right agent to start with. You keep the diagnosis either way.

Get a written scope and price Book a free 30-minute Systems Audit

We ask for 30 minutes first — we cannot price a build we have not seen inside. No obligation, and you keep the scope either way.