AI Lead Follow-Up for Law Firms
Meet Justin, CaseGen’s AI agent for outbound intake calls. Follow up with new web leads, missed inquiries and prospects who have not completed intake. Collect case details and give your team a clearer next step.
From a New Lead to a Completed Intake
AI lead follow-up helps law firms reconnect with prospective clients by phone, ask intake questions and record the information staff need to review the inquiry. Justin supports this work alongside Justina’s inbound call handling.
How the workflow works
- A lead arrives: connect the agreed lead source, such as a web form or missed inquiry.
- Justin calls: start the conversation and confirm why the prospect contacted the firm.
- Gather the missing facts: work through the firm’s intake questions and record incomplete answers.
- Notify the team: provide collected details for staff review and the next action.
- Your firm decides: staff handle conflicts, case acceptance, consultation arrangements and engagement agreements.
Speed to lead and human oversight
A prompt callback gives a prospect a chance to explain their needs while the inquiry is fresh. Justin can call new leads within seconds of submission in a configured workflow. Test the timing with your actual lead source; connection speed and a signed client are different outcomes.
Before launch, agree on intake questions, escalation contacts, calling procedures and staff responsibility for reviewing unsuccessful attempts or requests to stop. Configurable stopping rules are not currently available. Your team must oversee contact preferences and stopping decisions.
Available channels and limits
This workflow uses outbound voice calls. Automated email follow-up and retainer e-signatures are not currently available. Do not assume an SMS campaign or a particular CRM action is included: confirm your exact setup during a demo.
Explore AI legal intake software, review CRM integrations, or see personal injury intake workflows.
Outbound Tasks Justin Can Support
Follows Up & Qualifies Leads
Justin calls prospects from configured lead sources to ask about their needs and gather information against your firm’s intake criteria. Your staff remain responsible for deciding which matters to accept.
Collects Full Intake Details
Justin asks intake questions, gathers case facts and records the conversation details. Review missing or unclear answers before using the record for a decision. Confirm your CRM field mapping during setup.
Notifies You After Intake Completion
After a qualified intake, Justin alerts your team with the collected details. Set clear ownership for reviewing the inquiry and contacting the prospect, including after-hours requests.
Testimonials
Success Stories
I’m impressed with how CaseGen completely handles the intake, gathering the essential information I need to assess the case. I can see this becoming a standard for law practices!
Sasha Skaff
CZ Law
I was blown away. I really was blown away by how advanced CaseGen is.
Micheal B.
Attorney at Law
I used CaseGen and was very impressed! It was so easy to use and easy to follow. The questions were clear and direct, and the process of providing information was succinct, stress-free, and efficient.
Jared Ensign, Esq
Champion Law Firm
Meet Justin
Extend Your Intake Team’s Follow-Up Capacity
Relentless
Use outbound calls to reconnect with prospects who have not finished intake. Staff oversee the contact plan and requests to stop.
Strategic
Collect the information your attorneys need to review a potential matter. Justin supports intake; your team handles legal advice and engagement agreements.
Human-Sounding
Trained on thousands of real intake calls, Justin speaks with empathy and professionalism that builds trust and gets results.
Get Started
FAQ’s
FAQ’s About Justin
What does Justin do that my intake team can’t?
Justin supports repeat outbound intake calls, including workflows outside normal office hours. He gathers details and helps your staff keep track of incomplete inquiries. Your team still owns contact procedures, complex questions and case acceptance.
How fast does Justin follow up with new leads?
Justin can call new leads within seconds of submission when the lead source and workflow are configured. Test the trigger, timing and routing with your own systems before launch. Faster response does not guarantee a signed case.
Can Justin help us get more signed retainers?
Justin can help collect the details needed for attorney review, but cannot guarantee a signed client. Retainer e-signatures are not currently available. Your firm handles representation decisions and sends engagement agreements through its existing process.
What happens if a lead doesn’t answer?
Justin supports repeat phone follow-up when a prospect does not connect. Agree on the contact plan during setup and assign staff responsibility for reviewing attempts, opt-outs and stopping decisions. Configurable stopping rules and automated email follow-up are not currently available.
Built by an attorney, trusted by attorneys.
