Your phones go to voicemail after 5pm, and a 12-field intake form scares the lead off before it converts. Generic answering services cannot run a privileged intake or sync with Clio. Codeora Vision builds an AI law firm intake service on LangGraph, MCP, and Claude. It answers 24/7, conducts privileged intake, runs conflict checks, and books consultations into Clio, MyCase, or PracticePanther. Flat-rate, agent-native, not retrofitted.
Trusted by solo practitioners, small firms, and mid-size firms across personal injury, family, criminal, and immigration law.
Updated June 7, 2026
Inbound lead call
First-ring pickup, 24/7
Privileged intake
Structured, natural conversation
Conflict check
Adverse parties vs Clio matters
Book consultation
Clio · MyCase · PracticePanther
Qualified matter on calendar
Confirmation by text
WHAT IT IS
A law firm intake service handles the first contact with a potential client: answering the call, conducting intake, screening for conflicts, qualifying for case fit, and booking a consultation. A traditional one takes a message and bills per minute. An AI law firm intake service does all of it 24/7 and books straight into your case management software.
First-mention enrichments: client intake (the structured first conversation that captures a potential matter) · conflict check (screening a new lead against existing clients and adverse parties) · case fit (whether the matter matches what the firm takes) · matter (a single legal case or engagement) · privileged intake (gathering facts while protecting attorney-client confidentiality).
A single signed client is worth $13K–$23K. Incumbent services take 4+ hours to call a lead back.
A lead that reaches voicemail at 6pm calls the next firm on the list. Answering in seconds, on the first call, is the difference between a retained matter and a lost one.
THE PROBLEM
$13K–$23K
lifetime value of a single signed client
4+ hrs
typical incumbent callback time on a new lead
24/7
intake coverage, answered in seconds, no voicemail
COMPARISON
AI LAW FIRM INTAKE SERVICE (CODEORA VISION)
LIVE / PER-MINUTE ANSWERING SERVICE
HOW IT WORKS
The system answers on the first ring, conducts a structured intake in a natural conversation, screens the matter, and books the consultation. It is built on LangGraph, MCP, and Claude, so it follows branching intake logic and your conflict rules, not a flat script or a phone tree.
Answers 24/7, greets the caller, and conducts your structured, privileged intake in a natural conversation.
Screens the lead and adverse parties against your matter records in Clio or MyCase, and flags potential conflicts.
Applies your practice-area criteria and statute-of-limitations rules to qualify the matter, or routes it for review.
Books a clean, qualified matter directly into Clio, MyCase, or PracticePanther, and confirms by text.
The voice layer runs on Vapi and Retell AI with ElevenLabs and Deepgram for low-latency, natural speech over Twilio, so a distressed caller hears a calm conversation, not a robotic menu.
For firms that also want documents and case files searchable by the system, we add private RAG for case file retrieval and contract analysis on a vector database, with citations.
INTEGRATIONS
This is the line every firm checks first. If the intake service cannot create the matter and book into your software, it is just an answering service. Ours writes to your live system.
For deeper Clio and MyCase automation beyond intake, like matter updates and document routing, our Clio and MyCase workflow integration extends the system across the rest of the firm.
BUILT PER PRACTICE AREA
A generic intake script loses matters. The AI runs the questions and urgency rules that matter for each practice area, so the intake fits the case, not a template.
Statute-of-limitations urgency, incident facts, treatment status, and contingency-fee framing.
Sensitive, calm intake for divorce, custody, and support, with careful handling of emotional callers.
After-hours arrest and DUI calls, custody status, and immediate routing to the on-call attorney.
Document-heavy intake, case type, deadlines, and language-aware questioning.
Asset and family-structure questions, consultation scheduling, and follow-up.
Means-test pre-screen, debt and asset basics, and chapter-fit qualification.
COMPLIANCE & ETHICS
This is where a sophisticated buyer separates a real legal intake service from a repackaged answering service. We design intake to the profession's rules from the first call, not as an afterthought, and scope it before launch.
Attorney-client privilege
Intake is structured to protect confidentiality and privilege from the first contact.
UPL awareness
The AI gathers facts and never gives legal advice, keeping it clear of unauthorized practice of law.
Conflict of interest
Conflict screening runs during intake, before any consultation is booked.
ABA Model Rules
Intake and follow-up are designed with the Model Rules and your state bar regulations in mind.
Bar advertising rules
Scripts avoid prohibited solicitation language and respect advertising rules.
Recording & privacy
Two-party consent recording where required, plus TCPA and CCPA handling.
RUN THE NUMBERS
Tell us your practice areas, your conflict-check rules, and whether you run Clio, MyCase, or PracticePanther. In a 30-minute intake review we will map the privileged intake flow, the qualification logic, and the flat rate against what your current service bills per minute.
FLAT-RATE PRICING
One flat monthly rate and a one-time setup, no per-minute meter and no per-lead surcharge. The tier scales with firm size, not with how many calls came in this month.
24/7 privileged intake, conflict checks, Clio/MyCase/PracticePanther integration
$2,500 ONE-TIME SETUP
Get startedMulti-practice-area protocols, calendar booking, referral routing
$3,500 ONE-TIME SETUP
Get startedPer-practice-area routing and reporting across the firm
FROM $5,000 ONE-TIME SETUP
Talk to usHigher than a generic answering service, and far below the value of the matters it signs. One additional retained client a month covers it many times over.
PROOF
After-hours leads captured
BEFORE
voicemail, often lost
AFTER
answered and qualified 24/7
Conflict checks at intake
BEFORE
manual, after the call
AFTER
run during the intake call
Consultations booked
BEFORE
next-day callback
AFTER
booked on the first call into Clio
A personal injury firm was losing after-hours leads to voicemail and running conflict checks manually the next day, sometimes after a consultation was already set. We deployed an AI law firm intake service integrated with Clio, with statute-of-limitations-aware qualification and conflict screening during the call. New leads now get a privileged intake in seconds, conflicts are flagged before booking, and qualified consultations land directly on the calendar. Single anonymized engagement, not a guarantee.
FAQ
A law firm intake service handles the first contact with a potential client: answering, conducting intake, screening for conflicts, qualifying for case fit, and booking a consultation. A traditional one takes a message and bills per minute. An AI law firm intake service does all of it 24/7, conducts privileged intake, runs your conflict checks, and books into Clio, MyCase, or PracticePanther. We build it flat-rate.
Incumbent legal answering and intake services bill per minute or per lead, often $400 to $2,000 a month for an active firm. We charge a flat rate: a $2,500 to $5,000 setup, then $799 to $1,499 a month by firm size, no per-minute fees. Because a signed client is worth $13,000 to $23,000, one additional retained matter a month covers the service many times over.
A legal answering service answers the phone and takes a message. A legal intake service does the work that converts the lead: structured intake, conflict screening, case-fit qualification, and a booked consultation. An answering service hands you a callback list. An AI intake service hands you a qualified, conflict-checked consultation already on the calendar in Clio or MyCase.
Yes, and this is the line every firm tests against. We integrate directly with Clio, MyCase, and PracticePanther, plus Lawmatics, Filevine, Litify, Smokeball, Rocket Matter, CosmoLex, and CARET Legal. The AI creates the matter, logs the intake, runs the conflict check, and books the consultation into your live calendar, instead of leaving a message for staff to re-enter.
Yes. We build intake to respect attorney-client privilege and confidentiality from the first call, with two-party consent recording where required, encryption in transit and at rest, and access controls. The AI gathers information and never gives legal advice, which keeps it clear of unauthorized practice of law. Conflict and intake data is handled inside the compliant boundary, not logged in the open.
Yes, and it is a direct fix for the biggest weakness of generic services. The AI runs your conflict-of-interest criteria during the intake call, checks adverse parties against your matter records in Clio or MyCase, and flags potential conflicts before a consultation is booked. Clean matters move to the calendar. Possible conflicts are routed to an attorney for review rather than scheduled by mistake.
In seconds, on the first call, 24/7. Incumbent services often take hours to call a lead back, and a potential client who reaches voicemail at 6pm usually calls the next firm. The AI answers immediately, conducts the full intake on that first contact, and books the consultation before the lead cools. Speed-to-lead is the difference between a signed matter and a missed one.
We build practice-area-specific intake for personal injury, family law, criminal defense, immigration, estate planning, and bankruptcy, among others. Each has its own questions and urgency rules: statute-of-limitations sensitivity for personal injury, after-hours arrest and DUI calls for criminal defense, and document-heavy intake for immigration. The script is tuned to the matter type, not a generic form.
DALLAS, TEXAS — RESPONDING IN < 4 HOURS
Tell us your practice areas, your conflict rules, and whether you run Clio, MyCase, or PracticePanther. We will scope an AI law firm intake service that conducts privileged intake, screens conflicts, and books qualified consultations, live in weeks, at a flat rate. No voicemail, no per-minute meter.