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Law firm enquiries answered, sorted and booked before they call another firm.
Taskera handles first-contact intake: capturing the matter type and contact details, checking the enquiry against your practice areas, booking consultations and following up.
Acquire
Campaigns and outreach aimed at the matter types you want
Convert
Structured intake, qualification and consultation booking
Automate
CRM records, reminders and follow-up on each prospective client
How can a law firm use an AI receptionist for client intake?
A law firm can use an AI receptionist to answer new enquiries, capture contact details and the type of matter, ask your standard intake questions, check fit against practice areas and book a consultation. It doesn’t give legal advice.
Where law firms enquiries get lost
People contact several firms
Someone facing a legal problem often calls or writes to more than one firm. The first to respond usually wins.
Unqualified enquiries take fee-earner time
Matters outside your practice areas or jurisdiction still need handling.
Intake varies by person
Different staff ask different questions, and details go missing.
Out-of-hours enquiries
Urgent legal problems don’t arrive in office hours.
A typical law firms enquiry, start to finish.
Every step is captured in the CRM, so your team sees what has happened and what’s next.
- New enquiry
Call, web form, chat or referral.
- Prompt acknowledgement
In the firm’s name.
- Captures contact details and matter type
Family, property, employment, or another area.
- Asks intake questions
Location, timing and any deadlines the person mentions.
- Checks fit
Against your practice areas and jurisdiction.
- Books a consultation
Or routes the enquiry to the right team.
- Creates a record
Contact, matter type, source and notes in the CRM.
- Follows up
Reminders, and a polite pointer where the matter is not a fit.
Solutions that matter most for law firms
Frequently asked questions
Can Taskera work with law firms?
Yes, for administrative workflows: first-contact intake, qualification, scheduling and follow-up.
Does the AI give legal advice?
No. It captures information and books consultations. Legal advice stays with your fee-earners.
Can it handle different practice areas?
Yes. Each practice area can have its own questions, qualification rules and booking types.
Related guides and pages
Let’s map your current law firms lead flow.
On a strategy call we look at how enquiries reach you today, where they’re lost, and how Taskera could fit.