Backed by MAF Legal
An AI legal secretary helps law firms handle repeatable communication tasks such as answering calls, collecting intake details and routing inquiries. CaseGen supports those workflows with AI agents while your staff retain responsibility for professional judgment, client relationships and case decisions.
What Is an AI Legal Secretary?
The term describes software that supports administrative communication. It does not mean an AI can practice law, make representation decisions or replace the full responsibilities of a legal secretary. Define which tasks are suitable for automation and which need a person before launch.
How It Can Help Your Firm
CaseGen can answer inbound calls around the clock, ask your intake questions, record caller details and route information to your team. This can reduce repetitive phone work and give staff a structured starting point for review. Results depend on your setup, usage and follow-through.
If you are comparing software for the whole intake process, start with AI legal intake software for law firms. That guide covers qualification, incomplete intake, handoff and evaluation criteria.
AI and Your In-House Legal Secretary
| Task | AI support | Staff responsibility |
|---|---|---|
| Incoming inquiries | Ask questions and collect facts | Review unusual or unclear matters |
| Intake records | Capture conversation details | Check accuracy and missing information |
| Scheduling and routing | Use configured calendar and transfer workflows | Manage availability and failed handoffs |
| Follow-up | Outbound phone calls through Justin | Oversee contact preferences and stopping decisions |
| Legal work | Provide information for review | Legal advice, conflicts, documents and client acceptance |
Test the workload you want covered. AI and human reception can both make mistakes, so inspect records and define an escalation process rather than assuming uniform accuracy.
What CaseGen’s Agents Do
Justina: 24/7 Inbound Intake
Justina handles inbound conversations, gathers case information and supports configured routing. For a caller who needs a person, set the transfer destination and a callback fallback. AI availability does not mean an attorney is always available.
Language Support
CaseGen offers multilingual intake, including English and Spanish. Test your firm’s names, terminology and intake questions in the languages you need, and confirm the escalation process.
Justin: Phone Follow-Up
Justin’s AI lead follow-up helps reconnect with prospects and collect missing intake details. Your team reviews the record and decides the next action. Retainer e-signatures, automated email follow-up and configurable stopping rules are not currently available. Your firm handles agreements and oversees when outreach should stop.
Maya: Treatment Coordination Support
Maya supports calls about treatment progress with clients and providers. Confirm the exact workflow and staff review process for your practice. Explore the related personal injury intake workflow.
Set Up and Test Your Workflow
- Choose the call types and questions the agent will handle.
- Define escalation contacts, office availability and fallback instructions.
- Review CRM and workflow integrations, including supported fields and setup requirements.
- Test normal calls, missing information, interruptions and requests for a person.
- Assign staff to review records, corrections and follow-up outcomes.
For original research on first conversations, read the 13,280-call legal intake benchmark. To compare service models and costs, see our legal answering services guide.
Book a demo with your firm’s intake script and systems.
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Frequently asked questions about AI legal secretaries
What is an AI legal secretary?
An AI legal secretary is software that supports administrative communication, including call answering, intake and routing. Your staff remain responsible for legal judgment, client relationships and representation decisions.
How can an AI legal secretary help my law firm?
AI can support around-the-clock call handling, structured intake records and phone follow-up. Use it for defined tasks, review the records and measure results in your own workflow.
Is an AI legal secretary a replacement for my human legal secretary?
No. CaseGen supports repeatable communication tasks. Your staff handle complex relationships, document work, professional discretion, conflicts and attorney support.
Does CaseGen's AI legal secretary support Spanish-speaking clients?
Yes. CaseGen offers English and Spanish intake. Test your script, names and terminology, and confirm language coverage and escalation during setup.
What happens when a call needs to be transferred to an attorney or human staff member?
Set the transfer destination and fallback instructions during setup. Live transfers depend on staff availability; callers should receive a clear callback process if no one is available.
What AI agents does CaseGen offer beyond the legal secretary function?
Justina supports inbound intake, Justin handles outbound phone follow-up, and Maya supports treatment coordination. Retainer e-signatures, automated email follow-up and configurable stopping rules are not currently available.
How is CaseGen different from general AI assistants or virtual receptionist services?
CaseGen focuses on law-firm intake and communication workflows. Compare your actual script, integrations, oversight and pricing with other services during a demo.
Schedule Your Free CaseGen Demo Today
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