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AI Voice legal intake for client screening & case queries | Powered by Deepgram
Law firms lose revenue every day from missed calls and slow intake — AI voice agents are transforming first client contact
Source: Thomson Reuters Legal Tracker & Clio Legal Trends Report 2024
A structured 6-step voice intake flow from initial contact to qualified consultation booking
Professional introduction and reassurance for the prospective client
Determine the nature of the legal issue to route correctly
Assess whether the matter qualifies for representation
Capture a concise narrative of the client's situation
Schedule a qualified lead for an attorney consultation
Deliver a clean case summary to the attorney and confirm next steps with client
See how Lexa connects voice channels, Deepgram AI processing, and your legal practice systems
Lexa integrates with voice platforms, legal practice management systems, and client communication tools
Web Voice Widget WhatsApp Voice Twilio Voice
Clio MyCase PracticePanther
Calendly Google Calendar Microsoft Outlook
WhatsApp Business Twilio SMS SendGrid Email
Salesforce Legal HubSpot CRM Google Drive
Track these KPIs to measure the impact of your Lexa Legal Intake Agent
Deploy in minutes with our no-code builder. No technical skills required.
Connect to WhatsApp, Facebook, Instagram, Web Widget and more.
Leverage advanced AI to understand and respond to complex queries.
Track conversations, user engagement, and chatbot performance.
Sign up for free and click "Use This Bot" to clone this template to your account instantly.
Modify conversations, add your business info, and train the AI with your specific knowledge base.
Connect to your preferred channels (Web, WhatsApp, Facebook) and start engaging customers.
Complete these steps to deploy Lexa Legal Intake Agent for your law firm
Yes! You can fully customize every aspect of this chatbot template including conversations, responses, appearance, and AI behavior. Our no-code builder makes it easy to modify without any technical skills.
Most users deploy their chatbot within 5-10 minutes. Simply clone the template, add your business information, and you're ready to go live on your preferred channels.
ChatMaxima supports multiple channels including Web Widget, WhatsApp Business, Facebook Messenger, Instagram DMs, Telegram, and more. You can deploy to multiple channels simultaneously.
Yes! ChatMaxima offers a free plan that includes basic features and usage. You can start for free and upgrade as your needs grow. Premium templates may require a paid plan.
Absolutely! ChatMaxima integrates with popular tools like Zapier, Google Sheets, CRMs, and supports custom webhooks for connecting to your existing business systems.
We're a five-attorney personal injury firm and before Lexa, we were losing dozens of potential clients every month because calls went to voicemail after hours. Since deploying Lexa, our after-hours capture rate is above 90% and our consultation bookings have increased by 38% in just eight weeks. The intake quality is remarkably thorough — every structured report Lexa generates is ready for attorney review without any additional work.
After-hours capture, high intake completion, structured reports, major booking increase
Would like more granular analytics on conversion by matter type
We're a small family law firm and could never justify a 24/7 reception. Lexa gave us round-the-clock intake capability at a fraction of the cost. In our first month, we captured 47 after-hours leads that would have gone to competitors. Eighteen of those converted to paying clients. The ROI is undeniable and the WhatsApp confirmation messages clients receive are polished and professional.
24/7 intake capability, strong lead capture, high client conversion, polished WhatsApp messages
Family law matter scripts needed some manual customisation for our jurisdiction
We integrated Lexa with our Clio database for conflict checks and during the second week of operation it flagged an existing client relationship that our intake coordinator would have missed. That alone justified the entire implementation cost. The voice quality is professional and clients consistently comment that the intake process felt respectful and well-structured.
Conflict check accuracy, Clio integration, professional voice quality, client trust
Initial Clio integration setup required IT assistance
Before Lexa, our intake coordinator spent six hours a day answering initial enquiry calls and manually entering information into our practice management system. Now Lexa handles the initial screening, collects the case facts, and delivers a clean structured report directly to our system. The coordinator now focuses entirely on warm transfers and follow-ups. The time savings are extraordinary.
Massive time saving for staff, automated report delivery, structured data capture, excellent ROI
Took two weeks to fully customise all practice area scripts
After Lexa completes the intake, clients receive a WhatsApp message with their consultation details, a list of documents to prepare, and the attorney's name. Several clients have specifically mentioned this when they arrive for their consultation — they felt professionally handled from the very first call. It sets a great tone for the client relationship before they even meet an attorney.
Exceptional client experience, WhatsApp confirmation quality, document checklist, professional first impression
Would like to send a calendar invite directly alongside the WhatsApp message
| Category | AI Voice Agent, Legal |
| Industry | Legal |
| Bot Type | Voice Enabled |
| Complexity | Beginner |
| Platforms | Web |
| Published | Feb 18, 2026 |
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