AI client intake for Florida law firms
Potential clients call the first firm that answers. Our AI intake answers every call and web enquiry 24/7, gathers the facts, screens for conflicts and case fit, and books consultations, designed around the Florida Bar's guidance on generative AI.
AI intake that respects Florida Bar guidance
For personal injury, family, immigration and criminal defence firms, intake speed decides who gets the case. Many enquiries arrive after hours or while staff are in court, and a potential client who reaches voicemail often calls the next firm on the list.
Florida Bar Ethics Opinion 24-1 allows lawyers to use generative AI, with conditions. When a chatbot or AI assistant talks to prospective clients, it must tell them they are communicating with an AI program, it must not give legal advice, and the lawyer remains responsible for what it says and for protecting confidential information. The opinion also suggests screening questions to avoid contacting people who already have a lawyer.
We build AI intake around those rules. The assistant introduces itself as AI, collects the facts of the matter, checks your practice-area fit and conflict details, routes urgent matters to your team and books consultations. Legal questions are always referred to an attorney, and every conversation is logged in your case management system.
Where law firms lose potential clients
- 01Calls after hours and during hearings go to voicemail.
- 02Intake staff spend time on enquiries outside your practice areas.
- 03Web chat leads are answered the next business day.
- 04Intake notes are retyped into the case management system.
What our AI intake does
- 01
Answers 24/7
Every call, web chat and form enquiry answered immediately, in English or Spanish.
- 02
Discloses it's AI
Tells every prospective client they are speaking with an AI assistant, as Opinion 24-1 requires.
- 03
Gathers the facts
Collects matter details, dates, parties and contact information, without giving legal advice.
- 04
Screens case fit
Checks practice area, location, conflicts and whether the person already has a lawyer.
- 05
Books consultations
Schedules consultations with the right attorney and sends reminders.
- 06
Logs to your system
Intake summaries saved to Clio, MyCase or your CRM, with urgent matters flagged.
Tools it works with
- Clio
- MyCase
- Lawmatics
- Smokeball
- HubSpot
- Google Calendar
- Outlook
- Twilio
- Vapi
- n8n
What changes
- Every potential client answered, even after hours.
- Attorneys see only enquiries that fit their practice.
- AI intake set up in line with Florida Bar Opinion 24-1.
How we work
- 01
Discover
We map how your business actually runs and find the processes that repeat.
→ Automation map
- 02
Design
We architect the system: triggers, agents, decisions, data and failure paths.
→ System blueprint
- 03
Build
We connect APIs, AI models, databases and your tools, then test with real data.
→ Production system
- 04
Scale
We monitor, optimize and expand to the next process once this one is proven.
→ Operating layer
AI intake for Florida law firms: FAQs
Can Florida lawyers use an AI chatbot for intake?
Florida Bar Ethics Opinion 24-1 permits it, provided the chatbot tells prospective clients they are communicating with AI, does not give legal advice, protects confidential information and is supervised by the lawyer, who remains responsible for it. Your firm should confirm its own setup meets your ethical obligations.
Does the AI give legal advice?
No. It gathers facts and books consultations. Any legal question is referred to an attorney.
How is client confidentiality protected?
We use AI and telephony providers with confidentiality commitments, limit what each system can access, and log every conversation in your own case management system.
How long does it take to go live?
A single, well-defined workflow is usually live in one to three weeks. Larger systems are delivered in phases, so you see something working early instead of waiting months.
Guides
- Guide
AI automation pricing
2026 build and running costs in USD, GBP, CAD and AED, with a payback example.
What should your business stop doing manually?
Tell us what slows your team down. We'll show you what can be automated.