The Complete End-to-End Legal Client Acquisition Solution

Never Miss Another Potential Client Again

Intake Genius’s revolutionary 24/7 AI Voice Bot acts as your dedicated virtual receptionist and intake specialist, capturing every opportunity while you focus on practicing law. Our intelligent calling agent doesn’t just answer phones—it conducts comprehensive client interviews, gathers all essential case details, and seamlessly integrates with your practice management system.

What Makes Intake Genius's Voice Bot Different

Complete Intake Automation

AI agent qualifies leads and gathers key info—no missed calls or forms.

Legal-Specific Intelligence

Built for law firms, the bot understands legal terms and clients' needs.

Instant CRM Integration

Each call auto-creates a client in Lawmatics with full details.

Seamless Booking Flow

Clients get an instant SMS to book directly with their preferred attorney.

End-to-End Client Journey

Initial Contact
    Initial Contact

    First Impressions, Handled by AI

    Potential client calls your firm → AI agent answers professionally and begins intake

    Intelligent Qualification
      Intelligent Qualification

      Bot conducts structured interview, gathering:

      • Contact information and case details
      • Practice area and urgency level
      • Budget and timeline expectations
      • Previous legal history if relevant

      Automatic CRM Entry
        Automatic CRM Entry

        All information instantly populates in your included Lawmatics CRM with:

        • New client profile creation
        • Matter classification and tagging
        • Lead scoring and priority ranking
        • Assignment to appropriate attorney

        Immediate Booking
          Immediate Booking

          Client receives SMS with personalized booking link:

          • View attorney availability in real-time
          • Select preferred appointment time
          • Receive confirmation and calendar invite
          • Get pre-consultation instructions

          Seamless Handoff
            Seamless Handoff

            No Gaps, Just Smooth Transitions

            Attorney receives complete client brief before consultation with all necessary context and documentation.

            End-to-End Client Journey

            Potential client calls your firm → AI agent answers professionally and begins intake

            Complete All-in-One Solution - Everything Included

            Intake Genius Provides Everything You Need in One Package

            AI Voice Agent (Intake Genius Technology)

            Lawmatics CRM (Provided & Configured by Intake Genius)

            Smart SMS Booking System

            Complete Setup & Support

            Why Law Firms Choose Intake Genius

            Maximize Conversion Rates

            • Capture 100% of incoming calls, even after hours
            • Professional first impression builds immediate trust
            • Qualified leads arrive pre-screened and ready to convert

            Increase Revenue Per Case

            • Faster intake process means more consultations
            • Better qualification leads to higher-value cases
            • Automated follow-up prevents leads from going cold

            Reclaim Billable Hours

            • Eliminate administrative intake tasks
            • Reduce front desk staffing requirements
            • Focus attorney time on legal work, not phone calls

            Scale Without Overhead

            • Handle unlimited call volume with consistent quality
            • No hiring, training, or managing staff
            • Predictable monthly cost regardless of call volume

            Ready to Transform Your Practice?

            Intake Genius’s AI Voice Bot with integrated Lawmatics CRM represents the future of legal client acquisition. Stop losing potential clients to voicemail and start converting every call into an opportunity.

            Contact Intake Genius today to see how our complete end-to-end solution can revolutionize your client intake process and accelerate your firm’s growth.

            Built for Modern Legal Practices

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