Legal intake voice agents

AI Voice Agent for Legal Professionals

Law firms need responsive intake without turning every phone call into an interruption. Ilona AI collects structured details, screens for urgency, and hands off anything that needs attorney judgment.

New matter intake and consultation requests Practice-area and urgency routing Clear boundaries for human review
Use case

Built for careful, structured intake.

The agent helps your team respond quickly while respecting the boundaries that legal work requires.

Answer every intake call

Pick up after hours, during meetings, and when staff are focused elsewhere.

Structure the facts

Collect names, contact details, matter type, dates, location, and urgency.

Protect boundaries

Use clear handoff rules so advice, conflicts, and sensitive decisions stay with humans.

Call flow

A call flow with guardrails.

We build around your practice areas, intake policy, consultation process, and escalation rules.

01

Define guardrails

Practice areas, out-of-scope matters, urgent calls, and human review.

02

Build intake flow

Neutral questions that collect facts without giving legal advice.

03

Review and improve

Use call summaries to reduce intake friction and sharpen routing.

Sample call · Consultation request
I need to speak with someone about a lease dispute.
I can gather details for the intake team. What city is the property in?
Toronto.
Thank you. Is there a deadline, hearing date, or notice period?
There is a notice period ending next week.
Understood. I will flag the timing and send the intake note for review.
What it handles

Legal intake-specific handling.

Matter categorization

Capture practice area, opposing party details when appropriate, timing, and contact information.

Consultation scheduling

Collect preferred times or book consultations when your rules allow it.

Existing-client routing

Route current clients, court deadlines, and urgent updates according to your policy.

No-advice boundaries

The agent can gather facts, explain process, and hand off decisions to your team.

Built custom

Make intake faster without making it careless.

We will build the agent around your practice areas, guardrails, and consultation workflow.

Book a walkthrough