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A legal AI voice agent answers the firm’s phones, runs a conflict check on every new matter, captures the intake into your CRM, and routes existing matters to the right practitioner. It gathers facts and books consultations, and it never gives legal advice.
The agent never offers legal advice. It gathers facts, runs conflict checks, books consultations, and routes to the right practitioner. Anything that calls for a legal opinion goes to a person.

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The typical call

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What the agent handles

Typical volume is 30 to 80 inbound calls a day, a mix of new prospective clients and existing matters. The common intents:
  • New client intake: full name, the type of matter, the opposing party, and a short description of the issue.
  • A conflict check against current and former clients before any new matter is accepted.
  • Existing matter enquiries: look up by matter number or client name, then route the caller to the assigned practitioner.
  • Routing by practice area: commercial, litigation, property and conveyancing, the paralegal team, or billing.
  • Booking an initial consultation into an attorney’s calendar.
  • General firm questions answered from the knowledge base: opening hours, location, fees, and practice areas.
  • Taking a message with full context when the attorney is on another call.

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Tools it uses

Switch these on per agent from the Tools section in Agent Studio. See Agent tools for the full catalog.
  • Create lead: capture the intake into your CRM with a full summary.
  • Transfer call and Transfer to extension: route the caller to the right attorney, paralegal, or billing.
  • Create booking and Check availability: book an initial consultation into the attorney’s calendar.
  • Send email: send the intake confirmation.
  • Knowledge lookup: answer firm questions from the knowledge base.
Conflict checks and matter lookups run through custom tools wired to your practice management system, either a connector or a Custom HTTP Tool.

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Example call

Caller: I need to speak to someone about a contract dispute. Agent: Of course. Let me take a few details so the right attorney can call you back. What is your full name? Caller: Thandi Moloi. Agent: And the other party in the dispute? Caller: A company called Bluepeak Consulting. [The agent runs a conflict check against the client list.] Agent: Thank you. What is the best number to reach you on? Caller: 083 555 2201. Agent: And briefly, what is the dispute about? Caller: They invoiced me for work they never did and are now threatening legal action. Agent: Understood. One of our commercial attorneys will call you back today before close of business. Anything urgent I should flag? Caller: No, I just need advice on how to respond. Agent: Got it. Thanks Thandi, we will be in touch. [The agent creates a CRM lead with the full intake summary.]

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