Voice Agent Intake | Systems for Lawyers

Complete this form so we can understand your law firm’s practice areas, intake workflow, call handling needs, escalation rules, and how much information must be built into the knowledge base for your AI voice agent.

Law Firm Information

Primary Contact Name(Required)

First Last

Primary Contact Phone(Required)

Primary Contact Email(Required)

Law Firm Name(Required)

Law Firm Website

Main Office Phone Number(Required)

Primary Jurisdiction(s) Served(Required)

Briefly describe your law firm and the kinds of clients you serve.(Required)

Practice Areas Covered by the Voice Agent

Which practice areas should this voice agent handle?(Required)

Personal Injury

Family Law

Estate Planning

Civil Litigation

Trademark Law

Other

If you selected "Other," list the additional practice areas.

Will this voice agent handle all selected practice areas through one phone number?(Required)

Yes

For each practice area selected above, briefly describe the kinds of calls or client questions you want the agent to handle.(Required)

Main Purpose of the Voice Agent

What should the voice agent primarily do?(Required)

Describe what a successful call looks like for your firm.(Required)

Should the voice agent only gather information, or should it also provide answers and guidance?(Required)

Gather information only

Gather information and answer basic questions

Gather information and answer detailed questions

Not sure

New Client Intake Scope

How detailed should the intake be before a human steps in?(Required)

Very basic (name, phone, issue, callback)

Moderate (contact info plus key case facts)

Detailed (full screening and qualification before handoff)

What information should the voice agent collect from new leads?(Required)

Are there any questions that must always be asked before your team will speak with a lead?(Required)

What facts immediately disqualify a lead?(Required)

Personal Injury Intake Logic

What types of personal injury matters do you accept?(Required)

Example: car wrecks, trucking, slip and falls, premises liability, dog bites, wrongful death, workplace injuries, rideshare accidents.

What types of personal injury matters do you not accept?(Required)

What should the voice agent ask every personal injury caller?(Required)

What answers make a personal injury lead strong, weak, or disqualified?(Required)

Should the voice agent explain next steps for medical treatment, insurance, or case review?(Required)

Yes, basic explanation

Yes, detailed explanation

No, only gather information

Family Law Intake Logic

What family law matters do you handle?(Required)

Divorce

Child custody

Child support

Modification

Enforcement

Protective orders

Paternity

Prenups/Postnups

Other

What family law matters do you not handle?(Required)

What should the voice agent ask every family law caller?(Required)

County

Marriage status

Children involved

Existing court orders

Upcoming hearing

Emergency or safety issue

Whether opposing party has counsel

Whether divorce is already filed

Other

What family law situations require immediate escalation to a human?(Required)

Are there family law questions the agent should never try to answer on its own?(Required)

Estate Planning Intake Logic

What estate planning services do you offer?(Required)

Wills

Trusts

Powers of Attorney

Medical Directives

Probate

Guardianship

Estate Administration

Other

What should the voice agent ask every estate planning caller?(Required)

Whether they need a will or trust

Whether they own real estate

Whether they own a business

Whether they have minor children

Whether they want probate help

Whether a loved one has already passed away

Whether there is family conflict

Other

What common estate planning questions should the agent be able to answer?(Required)

What estate planning issues require attorney review before any quote or guidance is given?(Required)

Civil Litigation Intake Logic

What kinds of civil litigation matters do you handle?(Required)

What kinds of civil litigation matters do you not handle?(Required)

What should the voice agent ask every civil litigation caller?(Required)

Type of dispute

Amount in controversy

Whether suit has already been filed

Court/county

Upcoming deadlines

Whether documents or contracts exist

Whether the other side has counsel

Whether they are plaintiff or defendant

Other

What kinds of civil litigation calls are too fact-specific for the agent to handle without escalation?(Required)

Trademark Law Intake Logic

What trademark services do you offer?(Required)

Trademark search

Trademark application filing

Office action responses

Monitoring

Cease and desist matters

Enforcement

Other

What should the voice agent ask every trademark caller?(Required)

Trademark name

Whether it is a word, logo, or slogan

Whether the mark is already in use

Date first used

Goods/services offered

Whether they already filed

Whether they received an office action

Whether there is an infringement issue

Other

What trademark questions should the voice agent be able to answer without a human?(Required)

What trademark issues should always be escalated?(Required)

Knowledge Base Source Material

What existing materials do you already have that could be used to train the voice agent?(Required)

Where does the most accurate information currently live?(Required)

Is your current information already organized well enough to build the agent from?(Required)

Yes

Somewhat

Not sure

Will we mostly be organizing existing material, or creating the knowledge base from scratch?(Required)

Mostly organizing existing material

A mix of both

Mostly creating from scratch

Upload any scripts, FAQs, SOPs, intake sheets, call guides, or sample documents that reflect how your firm answers calls.

Drop files here or

Accepted file types: pdf, doc, docx, txt, csv, xlsx, png, jpg, jpeg, Max. file size: 32 MB.

Accepted file types: pdf, doc, docx, txt, csv, xlsx, png, jpg, jpeg

Complexity and Exception Handling

How often do your staff need to use judgment to decide whether a caller is a good fit?(Required)

Rarely

Sometimes

Often

Constantly

How many different call outcomes should the voice agent be able to trigger?(Required)

1–3

4–7

8–12

More than 12

What outcomes should the voice agent support?(Required)

List the situations where the voice agent should stop and transfer or escalate the call immediately.(Required)

List any questions or situations where giving the wrong answer would create a serious issue for your firm.(Required)

Consultation Booking Rules

Should the voice agent book consultations directly?(Required)

Yes

Only for certain practice areas

If yes, explain the booking rules.

Example: only book PI consultations if accident occurred within 2 years, only book family law if matter is in Texas, only book trademark calls if the mark is already in commerce.

What should happen after a qualified lead is identified?(Required)

Transfer immediately

Book consultation

Send intake form

Send text confirmation

Notify staff in Slack

Create pipeline opportunity

Other

Existing Client Calls

Should the voice agent handle calls from existing clients too?(Required)

Yes

Only simple status/update calls

If yes, what should it be allowed to say to existing clients?

What should it never say to existing clients?(Required)

Brand Voice and Communication Style

Describe how the voice agent should sound when speaking to callers.(Required)

Which tone best matches your law firm?(Required)

Warm and reassuring

Professional and direct

High-end and polished

Calm and compassionate

Assertive and confident

Conversational

Other

Are there any words, phrases, or promises the voice agent should avoid?(Required)

Conflict Screening and Final Scope Assessment

Should the voice agent collect names needed for conflict screening?(Required)

Yes

Only in certain practice areas

If yes, what names should be collected?

Example: spouse, opposing party, business name, insured, defendant, employer, decedent, child’s other parent.

Which best describes this build?(Required)

We just need a basic receptionist/lead-capture agent

We need a smart intake agent with moderate screening

We need a highly trained agent that can handle nuanced questions across multiple practice areas

How customized does this agent need to be to your firm’s exact process?(Required)

Minimal customization

Moderate customization

High customization

What does your team currently explain over and over again on the phone that you would love the voice agent to take over?(Required)

What would make this project feel like a win for your firm within the first 30 days?(Required)