Voiceclick Legal · Voice and chat AI intake
Turn more legal leads into clients.
Voiceclick’s voice and chat AI agents capture the facts, qualify prospective clients against your firm’s criteria and move suitable matters toward consultation.
Your lawyers get the context to decide what to take on. Prospective clients get a clear next step.
Built around the systems your firm uses
Clio
Make the most of the interest in your firm.
You have done the work to attract a potential client. Now someone needs to understand the matter, establish whether it fits and move it forward. Voiceclick takes prospects through that first stage of intake, using questions built around your practice.
Get the facts before the first consultation.
Understand the matter
Gather what happened, who is involved, relevant dates and the help the person is seeking. Give your team a structured starting point for review.
Establish the initial fit
Screen against the criteria you set for matter type, jurisdiction, client profile and fee arrangements. Keep the information behind the screening outcome available for your team to assess.
Move suitable prospects forward
Give each prospect the next step agreed for their type of matter, with legal review built in where required. Scope consultation booking and handover around your firm’s workflow.
Build the intake journey your firm needs.
Use voice AI agents and chat AI agents for legal intake, with matter qualification built around your criteria. Scope consultation workflows and connections to your practice systems around the next step your firm wants to offer.
Make the handover useful.
Your team should be able to see who needs help, what the matter concerns, how it fits your criteria and what still needs checking. We agree the fields, summary and destination before building the workflow.
Your lawyers decide which matters to take on.
You define the intake questions and points requiring legal review. Your lawyers assess the merits, clear conflicts and decide whether to represent a client.
Test it against the work you want.
Bring a representative matter and your intake criteria. See the conversation and the resulting handover together.