Client Intake for Law Firms
The first call a prospective client makes to a law firm is often the least rehearsed and the most honest version of the story, which makes intake about listening carefully. Zepiva screens the call, captures the case essentials, and pulls in the conflict basics your firm needs for a first look, and collects documents through email links. The AI records details and coordinates the file, and keeps the actual legal judgment with the lawyers.
The first call that has the most information
Incoming calls at a law firm arrive next to a receptionist whose hands are full of the day, and the call sits parked or falls to voicemail while the team works. By the time a prospective client is called back, the details have dulled and the energy has drained out of the caller. The intake experience matters as much as the facts themselves, because people remember the firm that felt organized and heard. An agent that answers on the first ring and follows the intake script even in the busy afternoon does not let a fresh memory go cold.
What the intake conversation captures
The agent walks the same script your paralegal would: the reason for the call in the caller's own words, the basic who, what, and when, the parties involved on the other side, insurance or documents that exist, and normal engagement basics. It gathers names and channels and feels out the best callback path. Around a conflict of interest, the agent writes down the party names and opposing side, and flags the need for the firm's own check. Physical evidence is noted but never assumed, and documents are requested through an email track.
Documents by email, intake in order
When the call is over, the agent sends a single email with a form asking for the documents the caller already mentioned, and each click comes back to the firm's inbox, not scattered replies. For consent to represent, the firm gets a clear note that a potential matter exists and who gave which facts. The intake ends with a structured summary of the call, the parties, the documents expected, and the sense of the caller's goal, into your case management tool. Nothing is diagnosed; everything is ready for a lawyer's review.
A car accident intake call
At 2:40 the firm line rings and the agent answers: the caller was in a collision the prior week with a company driver and calls it a worry.
The agent gathers the basics with the intake script: the date, the names involved, the insurance carrier if known, and who referred them.
When the caller asks whether the case is strong or is just paperwork, the agent stays factual, names the real next step, and defers any opinion to the consultation.
The summary, the email of forms, and the callback number all arrive in the firm's intake queue before the caller has hung up.
Illustrative example — not a customer testimonial.
Questions about client intake
Turn the first call into a filed matter
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