Contact on the caller’s terms
Capture a safe number, channel and voicemail preference. Send discreet appointment details using wording your firm approves.
Family law · AI intake
A sensitive first call. A clear path to consultation.
Turn divorce and custody inquiries into consultation requests. Capture safe-contact preferences and names for conflict review, then schedule under your firm’s rules.
See the intake in actionAfter-hours & overflow · Your firm’s intake rules
The intake, in action
One inquiry. Ready for your team.
A 9:41 p.m. divorce inquiry, from first conversation to safe-contact instructions, conflict names and a consultation request.
Incoming call
A scripted example, shortened for reading, with invented names and numbers. Your agent follows the script, criteria and handoffs your firm approves.
Read the full transcript
- Your AI agent: Thank you for calling Your Firm. I’m the firm’s AI intake assistant, and this call is recorded for the team. The office is closed, but I can take a few details and set up a consultation. What can I help with tonight?
- Caller: Hi. I think I need to talk to someone about a divorce. I’ve been putting this off for months.
- Your AI agent: I’m glad you called. I’ll keep this short and private. What’s your name?
- Caller: Megan Torres.
- Your AI agent: Thank you, Megan. Before anything else: what’s the safest way for the team to reach you? Text, email or another number—and is voicemail okay?
- Caller: Text this number, please. No calls and no voicemails. My husband checks our voicemail.
- [Safe-contact rule pinned to the top of the file]
- Your AI agent: Understood: text only, nothing by voicemail. Are you safe right now?
- Caller: Yes. It’s not like that. We just can’t keep doing this.
- Your AI agent: Thank you for telling me. Which county do you live in, and do you have children?
- Caller: Collin County. Two kids, six and nine. Honestly, custody is what scares me.
- Your AI agent: That’s the right question to bring to the attorney, and I’ve written it down first. I can’t predict custody. What’s your husband’s full name? The firm checks it for conflicts before your consultation.
- Caller: Daniel Torres.
- [Conflict check queued for staff review]
- Your AI agent: Has anything been filed yet, and does either of you have a lawyer?
- Caller: No. Nothing yet.
- [Checking the attorney’s calendar · 2 openings]
- Your AI agent: Then the next step is a consultation. I have Thursday at 10:30 a.m. or Friday at 1:00 p.m., by video or in the office. Which works better?
- Caller: Thursday at 10:30. Video.
- Your AI agent: You’re booked for Thursday at 10:30 by video, pending the conflict check. The confirmation text will only say your appointment is confirmed—no firm name. Booking doesn’t mean the firm represents you yet.
- [Discreet confirmation texted]
- Caller: Thank you. Really.
Built around family law
Protect the inquiry. Prepare the consultation.
Sensitive calls need a defined intake process. Your team receives the essentials to review the matter and decide the next step.
Names before detailed facts
Collect prospective-client and opposing-party names for conflict review. Keep the initial inquiry focused until your firm clears the conflict.
Legal judgment stays with counsel
Record custody, support and property questions for the attorney. Follow your firm’s consultation and urgent escalation rules.
Initial intake only. Conflict clearance, legal advice and engagement decisions remain with your firm.
Before you bring it to your firm
Your practice.
Your questions.
The details family law attorneys ask about.
Only as your firm directs. We usually recommend one simple safety question. If a caller reports immediate danger, the agent tells them to call 911 and flags the inquiry for urgent review; it doesn’t counsel or assess the situation.
The agent asks how and when it’s safe to reach them—text, email, a different number, no voicemail—and pins that preference to the top of the summary. Confirmation texts can use neutral wording with no firm name.
Yes. It books straight into your calendar under your rules, or records a requested time for staff to confirm after the conflict check. If you charge for consultations, it explains the fee in your approved wording; payment runs through your existing process.
Yes. The greeting says it’s the firm’s AI intake assistant, and callers can ask for a person at any point. You approve the exact wording.
A 30-minute intake review
Give your next inquiry a path to consultation.
Review where prospective clients drop out of your intake. Test a family-law call against your criteria and map the handoff to your team.