Client Intake Voice Agent
Answer inbound enquiries in Hindi and English, record facts and parties for a conflict check, spot urgent matters for an on-call advocate and book consultations, without giving legal advice.
Who it is for
- Managing Partner
- Practice Head
- Office Manager (Law Firm)
- Legal Aid Programme Coordinator
The problem
Firms handling property, family, consumer, employment and cheque dishonour matters get calls all day and after hours from people who are anxious and unsure what they need. Partners are in court, juniors answer between tasks, and important details such as opposing parties or an upcoming date go unrecorded, so conflict checks and urgent matters are delayed.
Missed and unstructured calls
Calls during court hours go unanswered, and notes from answered calls lack the facts needed to assess the matter.
Conflict checks happen too late
Opposing party names are not collected up front, so a conflict is discovered only after a consultation has been booked or held.
Urgency not recognised
A caller with a hearing tomorrow, a limitation date approaching or fear of arrest needs a lawyer now, not a call-back next week.
Callers ask for advice
Staff and tools are pushed to say whether the caller has a case, which only a lawyer should answer.
What we build
We build an inbound intake agent that answers the firm's enquiry line, says it is an AI assistant that cannot give legal advice, and asks for consent to record. In Hindi, English or a mix, it collects the caller's details, the type of matter, a short account of what happened, the names of other parties and any upcoming dates or deadlines. Urgent situations are transferred to the on-call advocate. Other enquiries go through a conflict check against your client and party records, and possible conflicts go to a partner before anything is booked. Cleared enquiries are booked for consultation, with a document checklist sent on WhatsApp.
- Hindi, English and Hinglish intake with clear AI and no-advice disclosure
- Structured capture of matter type, facts, other parties and key dates
- Urgency detection for hearings, limitation dates and personal safety, with live transfer
- Conflict check against client and party records before booking
- Consultation booking and a WhatsApp document checklist for the matter type
- Intake memo written to the practice management system
How it works
- 01Answer and discloseThe agent answers, explains that it is an AI assistant that cannot give legal advice and asks for consent to record.
- 02Capture the enquiryIt records the caller's details, matter type, a short account of the facts, other parties and any upcoming dates.
- 03Check urgencyImminent hearings, approaching deadlines or safety concerns trigger a live transfer to the on-call advocate.
- 04Run the conflict checkNames of the caller and other parties are checked against your client and matter records.
- 05Partner review if neededPossible conflicts go to a partner, who decides whether the firm can act.
- 06Book and send a checklistCleared enquiries are booked for consultation, and the caller receives a document checklist.
Architecture
- Telephony
- Firm enquiry number on cloud telephony
- Recording with consent prompt
- Live transfer to the on-call advocate
- Speech and dialogue
- Speech-to-text for Hindi, English and legal vocabulary
- Dialogue manager with intake scripts by matter type
- No-advice and safety rules
- Conflict and scheduling
- Conflict check against the client and party database
- Partner review queue
- Consultation calendar
- Records and follow-up
- Intake memo in the practice management system
- WhatsApp document checklist
- Transcript store with restricted access
Inputs and outputs
Inputs
- Firm enquiry phone line
- Intake scripts and questions for each matter type
- Client, matter and party records for conflict checks
- On-call advocate roster and consultation calendar
- Document checklists for each matter type
Outputs
- Structured intake memo for each enquiry
- Conflict check results and partner decisions
- Urgent transfers with a call summary
- Booked consultations with reminders
- WhatsApp document checklists sent
Where people stay in control
Advocates handle every urgent matter live and give all advice in consultation. Partners decide on possible conflicts before the firm agrees to meet a prospective client.
Integrations
- Cloud telephony or existing office lines
- Practice or matter management system
- Conflict check database
- Calendar for consultations
- WhatsApp Business API
Guardrails
- States at the start that it is an AI assistant and cannot give legal advice
- Never assesses merits, predicts outcomes or quotes fees beyond the published consultation charge
- Callers in danger are transferred to a person and given emergency numbers per firm policy
- Inbound only, with no outbound promotional calls
- Recordings and transcripts restricted to the intake team and retained per firm policy
Compliance notes
- Bar Council of India rules restrict advocates from soliciting work or advertising, so the agent answers inbound enquiries only.
- What prospective clients share is confidential and personal data under the DPDP Act 2023; access is restricted and retention limited.
A typical pilot
Duration: 3 weeks
After-hours and overflow calls on the firm's enquiry line for one or two practice areas, with intake memos reviewed by an associate.
Deliverables
- 01Intake scripts and urgency rules agreed with partners
- 02Working voice agent on the enquiry line
- 03Conflict check integration
- 04Weekly call review
- 05Roll-out plan and cost estimate
What we measure
- Intake completeness
- Intake memos containing every required field, checked by an associate.
- Urgent call handling
- Urgent calls correctly identified and transferred, from call review.
- Conflict checks before booking
- Bookings made only after a completed conflict check.
- Caller experience
- Short post-call feedback and abandoned call counts.
FAQs
01Will callers think they are getting legal advice?
The agent says clearly at the start, and whenever asked, that it is an AI assistant and cannot give legal advice. It collects information and books time with a lawyer.
02Is this consistent with Bar Council rules?
The agent only answers inbound calls to your own number and does not solicit work or advertise. We recommend your partners review the scripts against the rules your firm follows.
03How does the conflict check work?
The agent collects the caller's name and the names of other parties and checks them against your client and party database. Possible matches go to a partner before any consultation is booked.
04What happens in an emergency?
Callers who mention an imminent hearing, arrest or danger are transferred to a person at once, and given emergency numbers if they are in danger, following your firm's policy.
Related use cases
- Legal
Hearing and Meeting Transcription with Minutes
Transcribe arbitral hearings, depositions and client meetings where recording is permitted, label speakers, handle Hindi-English speech and legal terms, and draft minutes for review.
- Legal
Case File Summarisation and Chronology
Turn a litigation file of pleadings, affidavits, exhibits and orders into an indexed list of dates and events, a party and witness index and issue summaries, each line linked to its page.
- Legal
Confidentiality and Privilege Leakage Testing for Legal AI
Test your legal copilot, contract tool or client chatbot for cross-matter leakage, privilege exposure, prompt injection hidden in documents and weak access controls, with evidence and fixes.
Founded by Akhilesh Mittal. 8 years building a security platform for a New Zealand company. IIT ISM Dhanbad and IMT Ghaziabad. Builds production agentic AI.
Bring one matter type or one contract stack
Pick a workflow that hurts, such as NDA review, cause list tracking or a diligence index. We will run a short pilot on de-identified or consented documents and go through the output with your lawyers line by line.