Everything intake needs

Without extra headcount

Capture, qualify, and convert leads automatically. From phone to scheduled consultation.

Book a demo

AI Phone Receptionist

24/7 phone answering with natural conversation flow

Answers every call, day or night
Collects case details in conversational style
Routes urgent calls appropriately
Never gives legal advice

Missed-Call Text Back

Instant SMS follow-up when calls go unanswered

Automated text sent within seconds
Consent-based communication only
Includes intake form link
Tracks engagement

Voicemail Transcription

AI-powered transcription with intelligent summary

Automatic transcription of all voicemails
AI summary highlights key details
Urgency detection and routing
Searchable archive

Smart Qualification

Automated intake scoring and conflict detection

AI scores lead quality
Conflict check prompts
Practice area routing
Red flag detection

Intake Automation

Automated follow-up and scheduling workflows

Sends retainer agreements
Schedules consultations automatically
Creates tasks for your team
Syncs with your calendar

Analytics Dashboard

Track speed-to-lead and conversion metrics

Speed-to-lead tracking
Source attribution
Conversion rates by practice area
Team performance metrics

The intake journey

From first contact to qualified lead in minutes

Call Received

AI answers 24/7

Info Collected

Incident, injuries, urgency

Lead Qualified

Scored, routed, scheduled

Instant Follow-up

SMS or email sent immediately with intake form and next steps

Auto-Scheduling

Consultation booked automatically based on your availability

Team Notification

Slack, SMS, or email alert with full intake details

Important: We don't give legal advice

CounselTech AI captures and organizes information for your team. It does not provide legal advice, create attorney-client relationships, or replace professional judgment. Every intake is flagged for your review before you respond.

Ready to see it in action?

Book a personalized demo and see how CounselTech AI fits your firm