Managed legal intake
One service. Built around your firm.
VoxLead is not a phone bot you set up yourself. We build your intake, test it with you and run it every day, so new-client calls are answered, qualified the way your firm asks and handed to your attorneys.
Managed Intake
from$750/ month
+ $500 one-time implementation
Your first 14 days live are included. Month to month after that.
- 24/7, after-hours or overflow intake coverage, as you choose
- An intake playbook for each practice area, approved by your attorneys
- Urgent matters sent to your on-call attorney by text and email
- Consultation booking, or a callback list if you book yourselves
- A confirmation text to every caller
- Every intake in your VoxLead dashboard
- Clio, HubSpot, Google Calendar or Cal.com, if you use them
- Ongoing call review and playbook changes
Higher call volume, multiple offices, more than three practice areas and complex integrations are quoted separately.
The $500 implementation
Paid once, before setup starts. The monthly service only begins when you go live.
- Intake discovery with your team
- Your intake playbook, written by us and approved by you
- Phone routing: after-hours, overflow or every call
- Urgent escalation rules and alert contacts
- Calendar and case management connections where needed
- End-to-end test calls before anything goes live
Pricing questions
- What does the $500 implementation include?
- We set up your intake playbook, phone routing, urgent escalation, notifications and any calendar or case management connection, then test it end to end with you. It is paid once, before setup starts.
- When does the $750 monthly service begin?
- When your firm goes live, never during setup. Your first 14 days live are included in the implementation, so the first monthly charge is on day 15.
- Is the implementation fee refundable?
- It is non-refundable once our team starts setup work. If we cannot get your firm live, we refund it in full.
- Is there a contract?
- The monthly service is month to month. You can cancel at any time and the service runs to the end of the month already paid, so your calls are never cut off mid-month.
- Do I need to change my phone number?
- No. Your firm keeps its number. Calls reach VoxLead by forwarding: after hours, when your line is busy or unanswered, or always.
- Can VoxLead answer only after-hours or overflow calls?
- Yes. You choose which calls we take, and you can change it later.
- Do I need Clio or another CRM?
- No. Every intake is kept in VoxLead. If you use Clio or HubSpot, we send intakes there too. Callback-only booking works without a calendar.
- Can VoxLead give legal advice?
- No. VoxLead collects the facts your firm asks for and follows your intake criteria. It never gives legal advice, decides whether you take a case or says a conflict is cleared.
- What happens if a caller needs an attorney right away?
- Calls your playbook marks as urgent, such as an arrest or a court date tomorrow, are sent to your on-call attorney straight away by text and email.
- How long does setup take?
- It depends on your practice areas and the tools we connect. We agree the timeline with you on the setup call, and you see progress in your setup page at every step.
- Can we start with one practice area?
- Yes. Many firms start with one and add others later.
- How is high call volume priced?
- Firms with more than about 300 new-client calls a month, more than one office or more than three practice areas get a monthly price quoted for them. The $500 implementation is the same, and we agree the monthly price during setup, before you go live.
Hear it take an intake call for your firm
Book a live demo for your practice area, or start setup now and we will be in touch to schedule your setup call.