Legal Intake by AnswerAxisThe case calls at 11pm.
Annie answers in English or Spanish.
AI legal intake for solo and 2-3 attorney firms. Conversational Spanish. Conflict-check. Clio integration. Structured intake — not just a message.
The intake gap
By the time you call them back,
they’ve already signed with someone else.
10:47pm Tuesday
María’s nephew was in a wreck. She calls the firm at the top of her Google search. Nobody picks up. She leaves a voicemail.
10:48pm — same night
She calls the next firm on the list. And the next. By 11:03pm she’s on the phone with a receptionist who books her for 9am.
9:30am Wednesday
You return María’s voicemail. She politely says she’s already retained. $20K case. Gone.
Per Clio’s 2024 Legal Trends report, this happens 60% of the time. The fix isn’t hiring a night-shift receptionist. It’s having an intake system that actually answers.
Built for solo and small firm attorneys
Annie does the intake.
You read the brief in the morning.
24/7 intake — even at 11pm after a wreck
Personal injury, immigration, family law — most prospective clients call evenings and weekends. Annie answers every time, in English or Spanish.
Bilingual English / Spanish — out of the box
Conversational Spanish with formal usted register — what Hispanic clients actually expect. Not a translated robocall. PI and immigration intake handled natively.
Structured intake — not just a message
Captures incident date, location, injury type, prior treatment, insurance status, opposing party, language preference. The fields your paralegal would gather in a 30-min discovery call — done in 5.
Conflict-check before handoff
Annie cross-references the prospective client against your existing matter list (via Clio, MyCase, or PracticePanther) before passing to you. ABA Model Rule 1.18 compliant.
Disqualification rules you control
Set firm minimums (e.g., PI claim under $5K medicals, family law outside of GA) and Annie politely declines + refers out — keeps your inbox focused on cases worth taking.
Clio matter creation + transcript attached
Every qualified intake creates a new contact + matter in your Clio with the full transcript attached. Open Clio in the morning, you've got a clean lead pipeline.
Pricing
Flat fee. No per-call charges. No contract.
Atlanta Pilot
First 3 metro Atlanta firms only
- ✓ Full setup, no setup fee
- ✓ Bilingual EN/ES intake
- ✓ Clio integration
- ✓ Conflict-check + structured fields
- ✓ Documented case-conversion lift
- ✓ Then $250/mo for 90 days, $750/mo after
Solo Attorney
+ $750 setup, one-time
- ✓ 24/7 intake, EN + ES
- ✓ Clio matter + transcript
- ✓ Conflict-check tool
- ✓ Disqualification rules
- ✓ Instant SMS to attorney
- ✓ Month-to-month, cancel anytime
2-3 Attorney Firm
+ $750 setup, one-time
- ✓ Everything in Solo
- ✓ Multi-attorney routing
- ✓ Per-attorney conflict-check
- ✓ Practice-area-specific intake scripts
- ✓ Shared inbox + assignment
- ✓ Quarterly case-conversion report
Compare: Smith.ai is $285/mo + $1.50–$3/min. ~30 calls/day brings the typical firm to $1,200+/mo. And it’s not bilingual, doesn’t do conflict-check, and doesn’t write to Clio.
Common questions
What attorneys ask first.
How is this different from Smith.ai or Ruby?
+
How is this different from Smith.ai or Ruby?
+Smith.ai and Ruby are human-staffed answering services at $1-3/min, plus monthly fees. They take messages — they don't do structured intake, they don't run conflict checks, and most aren't natively bilingual. Annie does conversational intake in English or Spanish, captures the same fields a paralegal would in a discovery call, runs the conflict check, and writes everything straight into Clio. Flat $750/mo, no per-call fees.
What about ABA Model Rule 1.18 — prospective client confidentiality?
+
What about ABA Model Rule 1.18 — prospective client confidentiality?
+Annie opens every call with a clear disclaimer: she's not the attorney, the conversation is preliminary until you sign an engagement letter, but it's treated as confidential. The transcript only lands in your Clio (no third-party data sharing). The conflict-check happens before any substantive intake fields are captured.
Recording consent — how does that work in Georgia?
+
Recording consent — how does that work in Georgia?
+Georgia is a one-party consent state — recording is legal as long as one party (Annie) consents. Annie still discloses recording at the start of every call as best practice. Multi-state expansion (NY, NJ, TX, FL, CA) is on the roadmap with state-aware disclosures.
What practice management systems do you integrate with?
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What practice management systems do you integrate with?
+Clio is live first (the most-requested by solo PI / immigration / family attorneys). MyCase and PracticePanther are next. If you use something else, let's talk — most major PMS systems have APIs we can wire in 2-3 days.
What if Annie books a case I shouldn't take?
+
What if Annie books a case I shouldn't take?
+Annie doesn't form an attorney-client relationship — every intake hands off to you for review before any engagement letter is signed. You set the disqualification rules (case minimums, geographic scope, practice areas) and Annie politely declines + refers out anything outside them. She's intake, not counsel.
How long does setup take?
+
How long does setup take?
+About 1-2 days on my end after a 30-minute kickoff call where we capture your intake script, disqualification rules, conflict-check criteria, and Clio API access. You're live within 48 hours. I tune for the first 30 days until it sounds right for your firm.
Can I cancel?
+
Can I cancel?
+Month-to-month, no contract. Cancel anytime. You keep your transcripts and your Clio data — nothing locked in.
What's the pilot program?
+
What's the pilot program?
+First 3 metro Atlanta solo or small-firm attorneys (PI, immigration, or family law) get a free 30-day pilot — full setup, full bilingual capability, full Clio integration. We measure case-conversion lift over the pilot period. If it works, you continue at $250/mo for 90 days then $750/mo thereafter. If it doesn't, we walk away as friends and you keep the data.
Stop losing cases to voicemail.
First 3 metro Atlanta solo or small-firm attorneys get a 30-day free pilot. PI, immigration, family law preferred. Bilingual prospect-base preferred.