Sarah - AI Legal Intake Specialist

A custom-built voice AI intake specialist for a law firm - screening calls, gathering clean intake details, and offering to schedule consultations while staying clear of legal advice.

Problem

Law firms need every inbound call handled carefully - urgent matters triaged fast, accurate intake details captured, and zero risk of a receptionist accidentally giving legal advice or quoting fees. Missed or mishandled calls can mean a missed client at exactly the moment they need help most.

Audience

Law firms that need reliable, compliant call intake without adding headcount.

Solution

A voice AI agent that greets every caller, identifies itself as the firm's AI assistant, and screens for emergencies and time-sensitive matters first. Sarah collects the caller's name, phone number, matter type, and key details, reads phone numbers back to confirm accuracy, and offers to schedule a consultation or routes a message to the team. She stays strictly within compliance boundaries: she never gives legal advice or quotes fees.

Tools used

• Voice AI Agent Design
• Conversation Design
• Prompt Engineering
• CRM Integration

Skills demonstrated

• Conversational AI Design
• Compliance-Aware System Design
• Client Intake & Triage Logic
• Client Deployment

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