How it works
A managed intake service, not another tool for your staff to run
VoxLead sets up your intake, answers your calls and keeps improving the playbook with you. Your team approves the questions once, then gets attorney-ready intakes.
Five stages from first call to live
01
Intake discovery
We learn how your firm handles new calls today: practice areas, office hours, what counts as urgent, who is on call and how consultations are booked.
02
Your intake playbook
We write your approved intake questions, the names to collect for conflict checks, your urgency rules, caller FAQs and escalation steps. Your attorneys approve every line.
03
Phone and workflow setup
We route your phone line, set after-hours or overflow handling, and set up booking or callbacks and attorney alerts.
04
Integrations and testing
We connect your calendar and case management software if you use them, then test calls end to end: intake delivery, alerts, booking and what happens if anything fails.
05
Go live, then ongoing management
VoxLead goes live. We review calls every week, look at every failed or unusual call, adjust the playbook and keep it working with your firm.
What happens on each call once you are live
01
The call is answered
Day, night, weekend or overflow. The intake specialist says it is the firm's intake assistant and that the call may be recorded.
02
Caller details are taken
Name, the best callback number, and whether a voicemail or text to that number is safe.
03
The facts of the matter
The questions for that practice area. See them for criminal defense, DUI/DWI, personal injury, family law and immigration on each practice-area page.
04
Names for your conflict check
Other parties, co-defendants or opposing parties are recorded for your firm to check. VoxLead never says a conflict is cleared.
05
Urgency rules are checked
Your rules decide what is urgent. Anyone in danger is told to call 911 first.
06
The attorney is alerted
Urgent intakes go to your on-call attorney by text and email straight away, and can be transferred if you allow it.
07
A consultation or callback is set
Booked on your calendar during the call, and the caller gets a confirmation text.
08
The intake is delivered
An attorney-ready summary goes to your team, and to Clio or HubSpot if you use them. If any step fails, VoxLead follows up rather than reporting success.
See the questions for each area on the legal intake page.
Who does what
Your firm
- Approve the intake questions and urgency rules
- Tell us who is on call and how they want to be reached
- Answer the urgent intakes VoxLead sends you
- Make every decision about taking a case
VoxLead
- Write and maintain the intake playbook
- Set up and route the phone line
- Connect your calendar and CRM
- Review calls weekly and fix what went wrong
- Follow up on any step that failed, instead of reporting success
- Keep each firm's records apart and recordings private
Questions about the setup
- Do we need to buy new software or hardware?
- No. We route your existing number, or give you a new one, and connect the tools you already use. Your team gets intakes by email and text, and in Clio or HubSpot if you use them.
- Can we answer during the day and use VoxLead after hours?
- Yes. Most firms start with nights, weekends and overflow when the front desk is busy. You can move to every call later.
- What happens if something goes wrong on a call?
- Every step of an intake is checked. If a booking, alert or delivery fails, the caller is told the firm will call back, a follow-up is created, and the VoxLead team is alerted.
- Who reviews the calls?
- The VoxLead team reviews calls every week, including every failed or unusual one, and changes the playbook with your approval.
See it answer a real intake call
Tell us your practice areas and hours. We set up your intake playbook, test it with you, and go live together once you approve the test call.