What this agent can do for your business
- Collects area, facts and datesIncluded
- Asks the opposing party for conflict checksIncluded
- Prioritizes deadlines and hearingsIncluded
- Never gives legal adviceIncluded
- Answers from your own content: the knowledge base you loadWith your setup
- Hands the case to a person on your team when neededWith your setup
Identifies the area, collects a brief summary of the facts, dates, opposing party for the conflict...
Legal Client Intake Assistant
Your lawyers receive every pre-consultation organized: area, facts, dates and opposing party, with no automated legal advice.
Built for: Law firms and independent lawyers
From USD 299.00 / year
Annual access · updates and support during the term
What changes in your business
- Lawyers losing hours on pre-consultations
- Cases arriving without dates or opposing party
Try Legal Client Intake Assistant
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Legal Client Intake Assistant. I use demo data.
Demo data. It does not change any real system.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- Collects area, facts and dates
- Asks the opposing party for conflict checks
- Prioritizes deadlines and hearings
- Never gives legal advice
What the agent can do
- Website chat
- Human handoff
- Knowledge search
- Capture contacts
- Answers from your knowledge base
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek)
Before you buy
Does it give legal advice?
No. It organizes the case and passes it to the lawyer; it never opines on the case.
Why does it ask for the opposing party?
To run the conflict check before the consultation.
What do I need to configure?
Your practice areas, consultation fee, process and documents as the knowledge base, the lawyers per area and your AI key. Your CRM or calendar are optional.
What about urgent deadlines?
It asks whether a deadline or hearing is imminent and routes with priority.
What about dismissals or ongoing lawsuits?
They go straight to a lawyer through a confidential channel, skipping the pre-consultation.
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Legal Client Intake Assistant
Install the plugin, load your practice areas, consultation fee and process, set the lawyers per area, connect your AI key and test a pre-consultation.
Full product description
Identifies the area, collects a brief summary of the facts, dates, opposing party for the conflict check and urgency, answers practice areas, consultation fee and process from your information and registers the contact with consent for the area's lawyer. It never gives legal advice or signs on the client's behalf.