Law Firms Can Miss Excellent Leads After Hours
Prospective clients do not always reach out during business hours. An accident victim may begin searching for an attorney after leaving the emergency room. A workplace injury may leave someone searching for legal help over the weekend. An injured person may wait until after a doctor's appointment or hospital visit before reaching out to an attorney. The firms that are available to respond first often have the best opportunity to capture those new cases.
When those calls come in, every minute matters. . The SmartIntelligence Intake AI Voice Agent was designed to help firms begin the intake process immediately by engaging callers, gathering key information, and creating detailed leads directly inside SmartAdvocate.
How the Intake AI Voice Agent Works
The Intake AI Voice Agent is an interactive, autonomous, conversational voice agent designed to handle new case intake calls 24/7. Instead of sending prospective clients to voicemail or asking them to wait until business hours, the Voice Agent immediately begins a natural conversation, gathering the information your firm needs to evaluate the case.
Once the intake conversation is complete, the Voice Agent automatically creates a lead in SmartAdvocate and populates the appropriate fields with the information collected during the call.
With the Intake AI Voice Agent, firms can:
- Handle new case intake calls 24/7
- Engage prospective clients in an interactive conversation
- Collect key case details during the intake process
- Create detailed leads directly inside SmartAdvocate
- Automatically populate lead information into the appropriate SmartAdvocate fields
- Trigger automated communications based on your firm's protocols
- Escalate potential high-value cases to a live person when configured to do so
By capturing information directly within SmartAdvocate, the Intake AI Voice Agent helps firms respond faster, reduce manual data entry, and begin evaluating new opportunities immediately.
The SmartIntelligence Solution: Intake AI Voice Agent
Because the Intake AI Voice Agent is part of SmartIntelligence™, it works within the SmartAdvocate platform rather than as a disconnected third-party tool. It can use your firm's existing case types, intake questionnaires, and internal procedures to guide conversations and collect information in a format your team can immediately review and act on.
The Voice Agent can help collect details such as:
- Caller name and contact information
- Case type or general reason for calling
- Date, location, and basic facts of the incident
- Injury, treatment, or urgent legal issue information
- Insurance, police report, or opposing party details when applicable
- Preferred callback time
- How the caller heard about the firm
Once the conversation is complete, the AI agent logs the information into SmartAdvocate so staff can review the lead, verify the details, and determine the appropriate next step.
Built Around the Intake Process You Already Use
Most firms have existing intake questionnaires that guide conversations with prospective clients. Rather than requiring a separate set of scripts, the Voice Agent can use the same intake questionnaires your staff already uses.
Firms can also configure which case types the Voice Agent handles. If a caller's matter falls outside those parameters, or if the case type is unclear, firms can establish fallback procedures that align with their existing intake operations.
Human Review Still Matters
Like every SmartIntelligence feature, the Intake AI Voice Agent is designed to support legal professionals, not replace them.
The Voice Agent can collect information, create leads, and organize intake data, but responsibility for reviewing and verifying that information remains with your team. Attorneys and staff still determine how a lead should be evaluated and what next steps should be taken.
The goal is not to eliminate human involvement. The goal is to ensure that important intake conversations can begin immediately, even when staff members are unavailable.
Capture New Leads Directly Inside SmartAdvocate
Every unanswered call is a potential opportunity lost. With the SmartIntelligence Intake AI Voice Agent, your firm can begin meaningful conversations around the clock, capture critical case information, and ensure new opportunities are waiting inside SmartAdvocate when your team returns.
Ready to see how AI can strengthen your intake process? Request a personalized SmartAdvocate demo today.
