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Legal Agent Template

Legal Intake Agent
Pre-qualify leads while you bill hours.

Collects case details, qualifies potential clients, and captures contact info — 24/7. Your attorneys focus on cases, not screening calls.

Deploy Legal Intake Agent — Free Try Live Demo
68%
of leads come after hours
2s
average response time
$0
to get started

How the Legal Intake Agent Works

1

Visitor arrives on your site

Someone searches "personal injury lawyer Phoenix" and lands on your website at 9pm. Your office is closed.

2

AI greets and qualifies

The intake agent asks about their legal issue: what happened, when, what type of case. It answers questions about your practice areas and fee structure.

3

Case details captured

Type of case, timeline, parties involved, desired outcome, prior attorney contact — all collected conversationally, not through a cold form.

4

Contact info collected

Name, email, phone. The visitor feels heard and informed. They've already started the relationship with your firm.

5

You follow up in the morning

You get an email with the full conversation, case details, and contact info. You call a warm, pre-qualified lead — not a cold name from a form.

Built for Law Firms

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Practice Area Routing

Handles PI, family law, criminal defense, estate planning, business law — all from the same agent. Trained on your specific practice areas.

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Case Pre-Qualification

Asks the right questions: what happened, when, statute of limitations concerns, prior representation. You know if it's a fit before the call.

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After-Hours Capture

68% of legal searches happen outside business hours. Your intake agent captures those leads while every other firm shows a contact form.

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No Legal Advice

Trained to collect information only. Never provides legal opinions, case assessments, or advice. Protects your firm from unauthorized practice issues.

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Instant Notifications

Get an email the moment a lead is captured — with the full conversation transcript, case details, and contact info. Follow up in minutes, not days.

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Speed-to-Lead

The first attorney to respond gets the client. Your AI responds in 2 seconds. That's faster than any answering service, live chat, or contact form.

Works for Every Practice Area

🚨 Personal Injury

Collects accident details, injury type, insurance info, and medical treatment status. Pre-qualifies for statute of limitations and liability.

👪 Family Law

Gathers information about the family situation, children involved, property concerns, and urgency. Sensitive, conversational tone.

🛡 Criminal Defense

Asks about charges, court dates, prior record, and current representation status. Routes urgent matters for immediate callback.

📜 Estate Planning

Collects information about assets, family structure, existing documents, and planning goals. Explains your firm's process and fees.

💼 Business Law

Identifies business type, legal need (formation, contracts, disputes, IP), timeline, and budget expectations.

🌎 Immigration

Gathers visa type, current status, timeline concerns, and family petition details. Handles complex multi-step intake conversationally.

Try the Legal Intake Agent

Live demo trained on a Phoenix law firm. Click the chat bubble in the bottom-right corner.

I was in a car accident last week What areas of law do you practice? How much does a consultation cost? I need help with a divorce

Your agent will be trained on YOUR firm's website — practice areas, fee structure, location, and team.

Legal Intake: ChatForge vs. Alternatives

What firms typically pay for intake coverage — and what ChatForge costs.

FeatureChatForge AILegal Answering ServiceIn-House Intake Staff
24/7 availability✓✓✗
Knows your practice areas✓✗ (generic script)✓
Pre-qualifies cases✓✗✓
Collects case details✓✗ (name + number only)✓
Instant response✓ (2 sec)✗ (30-60 sec)✗ (hold time)
Full conversation transcript✓✗✗
No training required✓✗✗
Monthly cost$97/mo$300-800/mo$3,000-5,000/mo

One personal injury case from ChatForge pays for 3-8 years of the service.

Deploy Legal Intake Agent — Free to Try

Frequently Asked Questions

Does the intake agent give legal advice?
No. It is explicitly trained to collect information only. It will answer general questions about your firm's practice areas, fees, and process, but it never provides legal opinions, case assessments, or specific legal guidance. This protects your firm from unauthorized practice concerns.
What information does it collect?
Type of legal issue, when it occurred, parties involved, desired outcome, whether they've consulted another attorney, and their contact details (name, email, phone). The exact questions adapt based on the conversation — it's conversational, not a rigid form.
Does it work for my practice area?
Yes. Personal injury, family law, criminal defense, estate planning, business law, immigration, workers' comp, real estate — the agent is trained on YOUR firm's website and adapts to whatever practice areas you handle.
How does it handle urgent matters?
For time-sensitive issues (upcoming court dates, recent arrests, emergency custody), the agent collects details quickly and flags the urgency in the lead notification so you can prioritize callback.
Is the conversation data secure?
All conversations are encrypted in transit and stored in our secure database (Supabase with row-level security). Only you can access your firm's conversation data through your dashboard. We never share client data.
What's the ROI?
At $97/month, one new client from the intake agent pays for years of the service. Average PI case fee: $3,000-15,000. Average family law retainer: $2,500-5,000. The math works even at a 1% conversion rate from chat to retained client.

Every missed intake is a case that went to opposing counsel.

Your AI intake agent qualifies leads at 2am the same way your best paralegal does at 2pm. One line of code. Free to start.

Deploy Legal Intake Agent — Free

Free forever on basic plan. No credit card. Setup in 60 seconds.