Screen potential clients automatically with an AI voice agent that collects case details, determines practice area fit, and schedules consultations.
The Legal Intake Screener template creates an inbound AI agent that handles initial client intake calls for law firms. It collects case details, determines whether the matter fits the firm's practice areas, and routes qualified prospects accordingly.
Designed for law firms and legal practices that field high volumes of intake calls, this template ensures every potential client gets screened professionally, even after hours or during busy periods.
The template comes pre-configured with intake question flows, practice area screening, and dynamic variables for firm name, jurisdiction, and office locations.
Gathers essential case information including type of matter, timeline, and key facts in a structured conversation.
Determines whether the matter fits the firm's practice areas and jurisdiction before routing.
Verifies the matter falls within the firm's geographic and legal jurisdiction.
Maintains a professional, empathetic tone appropriate for callers who may be in difficult situations.
5 minutes
A Telnyx account with a phone number.
Sign in to your Telnyx account. Navigate to AI Assistants, click Create New Assistant, and select Legal Intake Screener from the Customer Service & Routing category.
Update dynamic variables with your firm name, practice areas, jurisdiction, and office locations.
Update instructions with your practice areas, case types you accept, and disqualifying criteria.
Set up transfer destinations for qualified leads, consultations, and matters outside your practice areas.
Run test intake calls with different case types to verify screening accuracy and routing.
Thank you for calling. I can help gather some initial information about your legal matter. Can you briefly describe what you need help with?
Clearly define which case types you accept and which you refer out so the AI screens accurately.
Clearly define which case types you accept and which you refer out so the AI screens accurately.
Add guidance for callers in distress or discussing sensitive matters.
Add guidance for callers in distress or discussing sensitive matters.
Monitor which screened leads convert to retained clients to refine your qualification criteria.
Monitor which screened leads convert to retained clients to refine your qualification criteria.
