Managed legal intake
Legal intake for law firms, run for you around the clock
VoxLead answers your firm's new-client calls, asks the questions your attorneys approved, flags what is urgent and books the consultation. We set it up, we run it, and we review the calls with you every week, so your team only sees intakes that are ready for an attorney.
What the service does on every call
- 24/7 answering for new-client calls
- After-hours and overflow intake, or every call
- Your approved intake questions, asked the same way every time
- Names collected for your conflict check
- Urgent matters identified by your own rules
- Urgent intakes sent to the on-call attorney by text and email
- Consultations booked, or a callback arranged
- A confirmation text to the caller
- An attorney-ready intake summary for every call
- Optional sync to Clio, HubSpot, Google Calendar or Cal.com
Intake built for your practice area
Each practice area has its own questions, urgent triggers and lines the intake specialist never crosses.
Criminal Defense intake
DUI / DWI, Drug charges, Assault and domestic violence, Theft and property crimes
See criminal defense intake →DUI / DWI intake
First-offense DUI / DWI, Repeat offenses, Breath or blood test refusal, License suspension and ALR hearings
See DUI and DWI intake →Personal Injury intake
Car accidents, Truck and 18-wheeler accidents, Motorcycle accidents, Slip and fall
See personal injury intake →Family Law intake
Divorce, Child custody and visitation, Child support, Spousal support
See family law intake →Immigration intake
Removal and deportation defense, ICE detention, Family visas and green cards, Citizenship and naturalization
See immigration intake →
From the first ring to an attorney-ready intake
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: the charge or the accident, the county, dates, custody or detention status, court dates and deadlines.
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.
Want the setup side too? Read how the managed service works.
How it compares
vs. a traditional answering service
Takes a name and number and leaves your team to call back and start intake from zero. VoxLead takes the full intake on the first call.
vs. intake software you run yourself
Hands your staff another tool to configure and watch. VoxLead is a service: we write the playbook, test it, review calls every week and fix what went wrong.
vs. voicemail after hours
Many callers who reach voicemail hang up and call the next firm instead of leaving a message. VoxLead answers every call, every hour.
Legal intake questions
- What is a legal intake service?
- It is the first conversation a prospective client has with your firm. A legal intake service answers that call, asks your approved questions, records the facts and the names your firm needs for a conflict check, and passes a complete intake to an attorney. VoxLead does this for your firm around the clock, as a managed service.
- Is VoxLead a law firm?
- No. VoxLead answers calls on behalf of law firms. It never gives legal advice, never decides whether a firm takes a case and never tells a caller a conflict is cleared. An attorney at the firm makes those decisions.
- Do callers know they are speaking with an AI?
- Yes. Every call starts with the intake specialist saying it is the firm's intake assistant and that the call may be recorded.
- Which practice areas do you cover?
- Criminal defense, DUI and DWI, personal injury, family law and immigration. A firm with several practice areas gets one intake that routes each caller to the right questions.
- How fast can a firm go live?
- It depends on your practice areas and the tools we connect; we agree the timeline on your setup call. No new hardware or IT work is needed: we route your existing number or give you a new one.
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.