Intake that never sleeps and never gives legal advice.
An AI intake assistant that responds to inquiries right away, gathers case details, screens for practice-area fit and collects what you need for a conflict check before an attorney steps in.
Built for: Law firms and legal service providers with high inquiry volume, from solo practices to multi-office firms.
New contact
via Web chat
I was in a car accident last week and the other driver's insurance keeps calling me. What should I do?
I'm sorry you're dealing with that. I can't give legal advice, but I can connect you with an attorney quickly. Were you injured, and which state did it happen in?
Yes, my back. It was in Florida.
Thank you. An attorney will review this today. What's the best number to reach you, and the other driver's name for our conflict check?
The problem
What this pack solves
Potential clients hire whoever answers first
People with a legal problem contact several firms. A fast, calm, competent reply makes the difference.
Intake eats billable time
The agent gathers facts, dates and parties before an attorney or paralegal spends a minute on the matter.
Unauthorized advice is a liability
Guardrails require a not-legal-advice disclaimer and block the agent from offering opinions on a case.
Confidentiality matters
Self-host with a private model so intake conversations stay on infrastructure your firm controls.
Your AI employee
Meet Jordan, your client intake assistant
The pack's persona is a starting point. Rename it, change the tone, and edit every rule and answer.
- Responds to web chats, texts and missed calls with a clear not-legal-advice disclaimer
- Gathers matter type, key dates, location and opposing party names for your conflict check
- Screens for the practice areas you handle and politely refers out the rest
- Qualifies inquiries and opens matters in your intake pipeline
- Creates a task for an attorney to review and schedule a consultation
- Escalates urgent matters, like a court date this week, to staff immediately
Jordan
Client intake assistant
Tone
Never say
Exact prices before an inspection
Always do
Ask for the service address
Hand off when
Gas smell or carbon monoxide
Knowledge
Pipeline
Suggested pipeline: Intake
The AI opens deals and qualifies leads as it talks. Your team moves them forward.
- New inquiry
- Intake complete
- Conflict check
- Consultation scheduled
- Retained
- Referred out
New inquiry
Water heater leak
Gutter cleaning
Intake complete
Maintenance plan
Conflict check
Attic insulation
Consultation scheduled
A/C tune-up
Campaigns
Templates included
- Consultation reminder
- Unsigned engagement letter follow-up
- Document request reminder
- Referral partner check-in
Campaigns respect quiet hours and opt-outs automatically.
FAQ
Legal questions
How do you keep the AI from giving legal advice?
Combine an always-do rule (include a disclaimer), never-say rules (no opinions on the merits, outcomes or strategy) and hand-off rules. Approval mode lets staff review every reply until you're confident in the setup.
Does using AI affect privilege or confidentiality?
That's a question for your firm and your bar's guidance. What the software gives you is a self-hosted deployment with a private model, so intake conversations stay on infrastructure you control, plus a full audit log.
Can it handle multiple practice areas?
Yes. Describe each practice area in the knowledge base with screening questions, or run a separate agent for each.
More solutions
Other industry packs
Put Jordan to work.
Start free on your own server, or sign in to an existing Embedabot workspace. Your model, your carrier, your data.