AI Legal Intake Software for Law Firms
Answer calls 24/7, qualify new leads, collect case details and follow up with prospects. CaseGen connects legal intake with your firm’s next step, from a consultation to attorney review.
What is AI legal intake software?
AI legal intake software helps law firms respond to inquiries, ask practice-specific questions, collect structured case information and route potential clients to the next step. It connects the first conversation with qualification, scheduling and follow-up, while attorneys retain responsibility for legal advice, conflict review and accepting a client.
CaseGen combines Justina’s inbound intake with Justin’s AI lead follow-up. That gives firms a way to handle new calls and continue conversations with prospects who have not completed intake.
Choosing the best AI intake software for your law firm
The right choice depends on your practice, call volume and existing systems. Ask each provider to demonstrate your actual intake questions and a difficult handoff before comparing prices.
- Intake depth: Can the agent ask relevant follow-up questions and separate missing facts from completed answers?
- Response and follow-up: Test a new web lead, an unanswered call and an incomplete intake.
- Human access: Verify the transfer destination, after-hours fallback and how your team receives urgent alerts.
- Connected records: Confirm which fields, summaries and appointments reach your CRM.
- Firm oversight: Review the script, escalation criteria, language coverage and contact procedures before launch.
- Total cost: Compare expected usage, setup, integrations and any additional services on the same basis.
From new lead to attorney review
- Respond: Justina answers inbound calls around the clock. Justin can call back new web leads or missed inquiries.
- Qualify: Gather the facts relevant to the firm’s practice and intake criteria.
- Complete intake: Record contact details, the caller’s account and outstanding questions.
- Follow up: Justin calls prospects who have not connected or finished intake.
- Hand off: Send the information to the firm for a consultation, conflict review and a representation decision.
Signing remains with your team. CaseGen’s retainer e-signatures, automated email follow-up and configurable stopping rules are not currently available. Your firm manages engagement agreements and oversees contact preferences and follow-up decisions.
What happens when intake does not go as planned?
- The lead does not answer: Justin supports repeat outbound follow-up. Review the contact plan with CaseGen and assign staff responsibility for opt-outs and stopping outreach.
- The caller leaves before finishing: Treat the record as incomplete. Your team can review what was captured and use follow-up to request the missing details.
- The caller asks for a person: Set a transfer destination and a realistic callback process. Live assistance depends on your team’s availability.
- The inquiry arrives after hours: Intake can begin 24/7. Define which matters need an alert and which should await the next business day.
Practice-specific intake questions
Collect facts for review rather than asking an AI agent to make legal conclusions. Examples to discuss during setup include:
- Personal injury intake: incident date and location, what happened, injuries, treatment and insurance information if known.
- Family law intake: the type of matter, relevant parties, location and upcoming appointments or hearings.
- Criminal defense intake: contact details, location, the reported issue and urgent court dates for staff review.
- Immigration intake: language preference, the help requested and known appointment dates.
- Workers’ compensation intake: employer details, incident information and treatment status.
Connect intake with your existing tools
Review CaseGen’s CRM and workflow integrations with your exact setup in mind. Confirm supported fields, data direction, scheduling connections and any setup requirements. A useful handoff gives staff the information already collected and a clear next action.
For original research on the first conversation, see CaseGen Research: the 13,280-call legal intake benchmark. Its findings concern the calls studied and should not be treated as a guarantee of your firm’s results.
Book a CaseGen intake workflow demo using your firm’s questions and CRM.
Automated Legal Intake Answering Services for Law Firms
Collect caller and party details for your firm’s family-law intake and conflict review.
Answer calls 24/7 and gather details about workplace disputes for your employment-law team to review.
Immigration Law
CaseGen’s AI answering service provides round the clock bilingual support, capturing intake details to help keep immigration cases moving smoothly.
Get Started
Ready to stop missing calls and streamline your intake? CaseGen’s AI answering service runs 24/7, qualifies leads, follows up, and keeps cases moving so your team can focus on winning.
Collect accident details and support configured consultation scheduling for your personal injury team.
Gather criminal-law inquiry details and route information to your team for review, including after hours.
CaseGen’s AI answering service adapts to virtually any practice area, from bankruptcy to estate planning, providing 24/7 call handling, detailed intake, and seamless lead follow‑up tailored to your firm’s needs.
Hire Justina
24/7 AI Intake Support for Your Law Firm
CaseGen helps your staff cover incoming calls, gather structured case information and follow up with new leads. Use AI for repeatable intake steps while your team reviews complex questions, conflicts and case acceptance. Your results depend on call volume, workflow setup and staff follow-through.
Consistent
Use a defined intake workflow around the clock and review records to maintain quality.
Responsive
Respond to inquiries and support configured transfers and alerts to your team.
Empathetic
Test the agent’s tone, questions and handling of sensitive conversations with your firm’s scenarios.
24/7 Intake Coverage and Clear Staff Handoffs
CaseGen collects case information and supports qualification against your firm’s criteria. Configure transfer destinations and alerts, then assign staff responsibility for reviewing incomplete or urgent inquiries.
Answer & Qualify New Calls
Whether it’s a new lead, an existing client, or a third party, Justina handles the call, routes it to the right place, and responds automatically, around the clock.
Collects Complete Intake Info
Walk callers through intake questions and record the facts they provide. Your staff review accuracy and outstanding information.
Alert the Attorney in Real-Time
Configure alerts so staff can review new or urgent inquiries and decide the next step.
Schedule Your Free CaseGen Demo Today
Get Started
Ready to stop missing calls and streamline your intake? CaseGen’s AI answering service runs 24/7, qualifies leads, follows up, and keeps cases moving so your team can focus on winning.
AI Intake vs. Human Answering and In-House Staff
AI intake, an answering service and an in-house intake specialist solve overlapping problems. The best fit depends on the work you need covered and the judgment your staff must retain.
| Approach | Where it helps | What to verify |
|---|---|---|
| AI legal intake software | Repeatable questions, structured records, after-hours coverage and automated follow-up. | Accuracy on your scripts, escalation, integrations and staff oversight. |
| Human or hybrid answering service | A live receptionist, message-taking, routing and intake where included. | Hours, intake depth, training, overflow handling and usage charges. |
| In-house intake specialist | Firm-specific context, sensitive conversations and coordination with attorneys. | Coverage outside working hours, staffing capacity and consistent documentation. |
These approaches can work together. A firm may use CaseGen for initial response and routine intake while its staff handles complex conversations, conflict review and client acceptance.
What to test in your CaseGen demo
Bring a sample inquiry, an incomplete intake and a caller who requests a person. Confirm how each reaches your staff and how the record appears in your CRM. Review the Justin follow-up workflow and integration options against your actual process.
Schedule a legal intake software demo.
Compare providers in our 2026 legal answering services guide and Smith.ai alternatives comparison.
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
FAQ’s
Frequently Asked Questions
Answers to common questions about intake, follow-up, staff oversight and current feature availability.
What is AI legal intake software?
AI legal intake software responds to inquiries, asks structured questions and records information for a law firm’s review. CaseGen combines inbound call handling with outbound follow-up to help staff move a prospect toward a consultation. Attorneys remain responsible for legal advice and accepting representation.
Can CaseGen support multilingual intake?
CaseGen offers multilingual intake. Confirm your required languages and test names, terminology and escalation with your actual scripts during setup. Your team should review the resulting records before relying on them.
How does CaseGen qualify leads?
CaseGen collects facts using a firm’s intake questions and screening criteria. A personal injury inquiry may cover the incident, injuries and treatment. Screening helps prioritize attorney review; it is not a legal conclusion or a decision to represent the caller.
Are legal intake answering services better than in-house staff?
Neither approach is always better. AI intake helps with repeatable questions, coverage and structured records. In-house specialists bring firm context and judgment to complex conversations. Many firms combine them, using AI for initial intake and staff for escalation, conflict review and client acceptance.
Does CaseGen integrate with my law firm’s CRM?
CaseGen lists integrations including Clio, Filevine, Lawmatics, Google Sheets and Zapier. Review the integrations page and confirm your exact product, supported fields and setup requirements. Do not assume every CRM action or payment workflow is included.
What happens after hours or when a caller requests a person?
CaseGen can answer and collect intake information 24/7. Configure an escalation contact and a callback process with your team. A live transfer depends on staff availability; after-hours callers should receive a realistic next step.
What if a prospect does not answer or leaves intake incomplete?
Justin can follow up by phone with prospects who have not connected or completed intake. Your staff should review missing information and oversee contact preferences and decisions to stop outreach. Configurable stopping rules are not currently available.
Can CaseGen schedule consultations and send retainers?
CaseGen supports consultation scheduling as part of configured intake workflows. Confirm the calendar connection during setup. Retainer e-signatures and automated email follow-up are not currently available; your firm handles engagement agreements and signing.
Blogs
The Legal AI Brief
Learn How CaseGen is leading the way in Voice AI reception and intake service for law firms. We provide the latest in innovation around legal AI and what we are up to. Enjoy!
The Legal Intake Benchmark: What 13,280 Calls Reveal About Phone Greetings
Everyone says they want a human. Almost nobody asks. CaseGen AI's platform processes legal intake calls across dozens of U.S. law firms. Across 13,280 calls logged over a six-month period, one pattern held across every practice area: 97.6% of callers never asked for a...
Why CaseGen’s Legal Intake is More Than a Generic Voice Agent
Summary: CaseGen AI is a legal intake voice platform built exclusively for law firms. CaseGen AI handles inbound calls, structures intake data, and connects to firm workflows so no new matter goes untracked. Most voice AI demos focus on the first thirty seconds. Does...
Why Voice AI is Replacing Traditional Legal Intake Software in 2026
The Legal Intake Revolution Has Already Started Law firms in 2026 operate in a client environment defined by immediacy, convenience, and trust. Prospective clients expect instant response, effortless communication, and human-like interaction the moment they reach out....
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