Yardee
Industry Solution

AI Phone System for Law Firms | Client Intake & Consultation Booking

Stop losing $5,000+ case leads to after-hours voicemail. AI phone system for law firms that qualifies intake calls, books consultations, and captures every potential client—24/7.

Key Benefits

  • Answer every call 24/7 automatically
  • Book appointments instantly
  • Qualify leads automatically
  • Never miss revenue opportunities

Solutions

Stop Losing Revenue

AI-powered solutions that capture every opportunity

Missed Opportunities

Customers contact you outside business hours or when staff is busy, leading to lost leads and frustrated potential clients.

Our Solution:

24/7 AI assistant captures leads instantly and schedules follow-ups automatically.

Repetitive Tasks

Staff spend hours answering the same questions about pricing, services, and procedures instead of focusing on high-value work.

Our Solution:

AI handles routine inquiries instantly with accurate, consistent responses.

Scheduling Chaos

Back-and-forth coordination for appointments creates bottlenecks and reduces customer satisfaction.

Our Solution:

Automated scheduling directly into your calendar with instant confirmations.

AI Phone System for Law Firms & Legal Practices

Stop losing $5,000+ case leads when potential clients call after hours or while you're in court. AI phone system built specifically for law firms that qualifies intake calls, books consultations, and ensures every potential client gets immediate attention—24/7.

The Problem: Every Missed Intake Call = $5,000+ Lost Case

When someone needs a lawyer, they're calling multiple firms. They hire the first attorney who responds professionally and makes booking a consultation easy. Your voicemail sends them straight to the competitor who answered.

After-Hours Intake Calls Lost to Competitors

Personal injury victims, divorce filings, criminal defense needs—high-value cases happen 24/7. When your phone goes to voicemail at 6 PM or Saturday morning, potential clients hire the firm that answered. Each lost case: $5,000-$50,000+ in fees.

Can't Answer During Court or Client Meetings

You're in depositions, hearings, or client consultations for hours. Every call that goes unanswered is a potential client choosing another attorney. They won't leave voicemail—they'll call the next firm on Google.

Generic Answering Services Lose Cases

Traditional legal answering services cost $800-3,000/month but can't qualify case merit, don't understand practice areas, and frustrate potential clients with "I'll take a message" instead of booking consultations immediately.

Consultation Booking Friction Costs Cases

Potential clients calling to schedule consultations choose the path of least resistance. Every "call back tomorrow" or "check my calendar and call you back" sends them to firms that book appointments instantly.

The Solution: AI Intake + Smart Tools = Zero Missed Cases

Your AI legal receptionist handles intake calls with attorney-level intelligence, then uses specialized tools to qualify cases, book consultations, and ensure every potential client is properly captured—no matter when they call.

How It Works: AI + Tools Built for Legal Intake

Immediate Consultation Booking

The AI Conversation: "I can schedule your free consultation with the attorney. What day works best for you?" → Checks calendar availability, offers time slots.

Tool Used: Appointment Scheduler → Books consultation directly into attorney's calendar, sends confirmation email/SMS with office location and what to bring.

Result: Potential client has confirmed appointment in under 2 minutes. They're not calling other firms—they're coming to yours.

Qualified Intake Case Assessment

The AI Conversation: "Tell me what happened..." → Asks practice area-specific qualifying questions, collects case details, assesses urgency.

Tool Used: External Support → Creates detailed intake ticket with case summary, statute of limitations urgency, conflict check info, priority flagging.

Result: Attorney gets full case brief before consultation. High-value cases flagged for immediate callback. No intake details lost.

Practice Area & Attorney Information

The AI Conversation: "Do you handle car accident cases?" or "What are your fees for divorce?" → Searches your practice area docs and fee schedules.

Tool Used: General Search → Pulls from your uploaded practice area descriptions, attorney bios, fee structures, case types—answers with your exact information.

Result: Potential clients get accurate answers about what you handle and how you charge. Qualified leads move to booking; poor fits are politely redirected.

Urgent Case Immediate Escalation

The AI Conversation: Criminal arrest, restraining order, deadline cases → Recognizes statute of limitations urgency, collects critical details.

Tool Used: External Support → Creates high-priority ticket with "URGENT" flag, sends immediate SMS alert to attorney with case summary and client contact.

Result: Attorney calls back within 30 minutes for time-sensitive cases. Client doesn't slip through cracks or miss critical deadlines.

Built For Your Practice Area's Specific Needs

The AI understands legal intake nuances across practice areas—not generic "I'll pass the message along" scripts.

Personal Injury

  • ✓ Accident details & liability assessment
  • ✓ Medical treatment status questions
  • ✓ Insurance information collection
  • ✓ Statute of limitations awareness

Perfect for: PI firms capturing after-hours accident calls worth $5,000-$50,000+ in contingency fees.

Family Law

  • ✓ Divorce/custody case intake
  • ✓ Domestic violence urgency
  • ✓ Child support questions
  • ✓ Consultation booking priority

Perfect for: Family law practices where emotional clients need immediate attention and empathetic intake.

Criminal Defense

  • ✓ Arrest & charges details
  • ✓ Bail hearing deadlines
  • ✓ Court date documentation
  • ✓ Urgent representation needs

Perfect for: Criminal defense attorneys capturing time-sensitive cases where speed to consultation wins the client.

Real ROI From Day One

$0

Lost Case Revenue

Capture every intake call 24/7

100%

Intake Calls Answered

Never send potential clients to voicemail

24/7

Professional Legal Intake

Attorney-level conversations, not scripts

ROI Reality Check: Just 1-2 captured cases per month pays for the entire system. Most law firms see ROI within the first billable case.

Why Law Firms Choose Yardee

Attorney-Client Privilege Protected

Your AI intake system operates under your firm's confidentiality policies. All communications encrypted, intake data secured, and compliance with legal ethics rules maintained.

Practice Area Intelligence

Train the AI on your specific intake questionnaires, case types, and qualifying criteria. It asks the right questions for personal injury vs. family law vs. criminal defense—not generic scripts.

Calendar Integration for Consultations

Works with your existing calendar system. Potential clients get confirmed consultation appointments instantly—no "let me check and call you back" that sends them to competitors.

Solo & Small Firm Focused

Built for practices where every intake call matters. No enterprise complexity. Simple setup, flat-rate pricing, and ROI that pays for itself with your first captured case.

Frequently Asked Questions

Is this compliant with attorney-client privilege and legal ethics rules?

Yes. The AI operates as part of your firm's intake process under your supervision. All communications are encrypted and secured. You control what questions are asked and how data is stored—fully compliant with state bar ethics rules for client intake.

How does the AI know what questions to ask for different practice areas?

You provide your intake questionnaires and qualifying criteria by practice area. The AI asks your specific questions for personal injury vs. family law vs. criminal defense. You train it on what makes a good case vs. poor fit for your firm.

Can it book consultations directly into my calendar?

Yes. The Appointment Scheduler tool integrates with your calendar (Google Calendar, Outlook, etc.). The AI checks your availability, offers time slots to the potential client, and books confirmed consultations with automatic email/SMS confirmations.

What happens if someone calls about a case type I don't handle?

The AI references your practice area documentation. If the case doesn't match what you handle, it politely explains your firm's focus areas and can offer to take contact information for referral or direct them to bar association resources.

How does it handle urgent cases with statute of limitations deadlines?

You define urgency criteria (criminal arrest, protective order, approaching deadlines). The AI recognizes these triggers, collects essential details, creates high-priority intake tickets, and immediately alerts you via SMS for same-day callback.

What if I need to update my fee structure or practice areas?

Just upload the new document. The AI's General Search tool immediately uses the updated information. Change your contingency percentages or add a new practice area, and the AI starts providing the new information on the next call—no reprogramming.


Ready to stop losing $5,000+ case leads to voicemail?

Book a 15-Minute Strategy Session →

See exactly how the AI + tools handle your practice area's intake calls • No sales pitch • Real legal intake examples


What's Included: AI + Legal Intake Tools

Everything you need to capture every potential client and convert more consultations—built specifically for law firms.

Appointment Scheduler Tool

AI checks your calendar availability in real-time and books consultations directly. Potential clients get confirmed appointments in under 2 minutes with automatic email/SMS confirmations including office location and what to bring.

External Support Tool

Creates detailed intake tickets with case summaries, urgency flags, and conflict check information. High-priority cases (arrests, deadlines, protective orders) generate immediate SMS alerts to attorney for same-day callback.

General Search Tool

AI searches your uploaded practice area descriptions, attorney bios, fee schedules, and intake questionnaires to answer potential client questions with your exact information—accurate answers every time, consistent with your marketing.

Your Existing Phone Number

Works with your current firm phone number—no porting or changes. Potential clients call the number on your website and ads. You decide when AI answers: after hours only, during court, or 24/7 coverage.

See How It Works For Your Practice

Let us show you exactly how the AI + tools would handle your specific intake calls. We'll walk through real scenarios:

  • Personal injury call after hours → How the AI qualifies the case and books consultation
  • Urgent criminal defense need → How the External Support tool flags priority and alerts you
  • Fee structure questions → How the General Search tool answers from your documents
  • Family law consultation booking → How appointments get scheduled automatically

No generic demo. Real examples from personal injury, family law, criminal defense, and business law intake.

Book Your 15-Minute Strategy Session →

Perfect for solo practitioners and small firms losing high-value cases to after-hours voicemail

Everything You Need to Succeed

Comprehensive AI tools designed for your industry's specific needs

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Smart AI Assistant

Trained on your business knowledge to provide accurate, helpful responses to customers 24/7.

📅

Automated Scheduling

Let customers book appointments directly into your calendar with automatic confirmations and reminders.

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Support Tickets

Complex inquiries automatically create support tickets for your team to handle personally.

Quick Setup Process

1

Upload Your Content

Add your business information, FAQs, and service details

2

Connect Your Calendar

Integrate with your existing scheduling system

3

Launch Your Assistant

Start helping customers immediately

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