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Legal intake

AI phone intake for law firms

Collect structured intake details, route urgent matters, and avoid giving legal advice while making sure serious callers are not lost.

Map intake boundariesReview handoff playbook

Havio industry model

Operational signal

No

legal advice boundary

Matter-type capture
Jurisdiction and urgency routing
Attorney handoff

Why teams compare this

  • Intake calls are repetitive but sensitive
  • Wrong-fit matters consume attorney time
  • High-value callers expect fast response

How Havio handles it

  • Capture matter type, location, timeline, opposing party notes, and contact details
  • Avoid advice and set expectations
  • Transfer or schedule based on firm rules

Controls and buyer checks

  • Built for strict answer boundaries
  • Creates structured intake summaries
  • Keeps complex calls with humans

Operational blueprint

What buyers can decide from this page.

Before launch, buyers should be able to see what data is needed, what the agent decides, where the output goes, and when a human takes over.

Buyer check

Calls to map first

Start with the small set of call types that create the most revenue leakage or staff interruption.

  • Intake calls are repetitive but sensitive
  • Wrong-fit matters consume attorney time
  • High-value callers expect fast response

Buyer check

Qualification fields

The first version captures enough context for a human to act without asking the caller to repeat everything.

  • Caller name, phone, location, service need, urgency, and preferred time
  • Industry-specific details from the workflow above
  • Consent, language, and callback preference where needed

Buyer check

Routing rules

Judge Havio by how safely it decides what to answer, book, transfer, or hold for review.

  • Transfer urgent, sensitive, uncertain, or high-value calls to humans
  • Book routine calls only inside approved service and calendar rules
  • Create callbacks or tickets for everything that should not be automated

Buyer check

Tool handoff

The call is not complete until the team receives the next step in the system they already use.

  • Calendar event, CRM note, ticket, sheet row, Slack or Teams alert
  • Matter-type capture
  • Jurisdiction and urgency routing
  • Attorney handoff

Industry workflow decision

Turn this page into a buyer decision brief.

Use the checks below to turn the industry page into a concrete first workflow.

Buyer readiness

0%

Use this brief in my demo request

0 of 4 buyer checks complete.

Implementation playbook

The workflow details buyers need before a demo.

Resolve the practical workflow details before routing callers: what the agent says first, which fields it captures, when it stops, where the record goes, and which plan shape usually fits.

Sample call flow

  • Disclose AI and identify practice-area fit before collecting sensitive detail
  • Capture matter type, jurisdiction, timeline, opposing party, and contact information
  • Check conflict-screening fields and routing rules where approved
  • Schedule intake, create callback, or transfer urgent matters to staff

Qualification fields

  • Caller name, phone, email, location, matter type, urgency, and preferred callback time
  • Opposing party names for conflict review where approved
  • Deadline, court date, incident date, language preference, and referral source

Human handoff rules

  • Transfer active deadlines, court dates, detained clients, threats, urgent safety issues, and upset callers
  • Route wrong-fit matters using approved decline language
  • Create attorney or intake-team tasks with transcript and conflict-screening notes

Do not automate

  • Do not give legal advice
  • Do not assess case value or likely outcome
  • Do not create attorney-client relationship language
  • Do not collect unnecessary sensitive facts before fit and conflict rules

Stack handoff

  • Clio, Lawmatics, HubSpot, Google Calendar, Outlook, secure email, Slack or Teams intake alerts
  • Matter-intake record with practice area, urgency, jurisdiction, opposing-party field, and next step

Plan fit

  • Growth for one intake line and calendar handoff
  • Scale for multiple practice areas, offices, and advanced routing
  • Enterprise for security questionnaire, retention, and custom legal operations requirements

Call flow

From ringing phone to a clean next step.

Havio maps the operational details before the agent answers: what to ask, when to book, when to transfer, and what gets written back to your tools.

  1. 01

    Capture matter type, location, timeline, opposing party notes, and contact details

    Each step can be configured with approved caller language, fallback rules, and the system that receives the final call outcome.

  2. 02

    Avoid advice and set expectations

    Each step can be configured with approved caller language, fallback rules, and the system that receives the final call outcome.

  3. 03

    Transfer or schedule based on firm rules

    Each step can be configured with approved caller language, fallback rules, and the system that receives the final call outcome.

Buyer FAQ

Resolve the questions that block launch.

Can Havio give legal advice?

No. The agent is limited to intake, scheduling, and routing with explicit boundaries.

Can it reject matters we do not handle?

Yes. Use approved practice-area and jurisdiction rules to route or decline politely.

What should we prepare before launch?

Prepare the approved answers, handoff contacts, destination system, and the fields needed for matter-type capture.

When should a human take over?

A person should take over for urgent, sensitive, angry, uncertain, regulated, out-of-policy, or high-value calls, and whenever the caller asks for a human.

Related buyer paths

Keep comparing with the pages buyers usually need next.

These links keep the route useful after the first read: pricing, integration checks, implementation guides, calculators, and adjacent alternatives stay one step away.

Review handoff playbookOpen industry playbookSee use casesOpen industry playbookEstimate missed-call costOpen industry playbookReview integrationsOpen industry playbook

Next step

See how this works on your phone line.

Bring call volume, current phone setup, and the workflow you want to automate. Havio turns that into a concrete pilot plan.

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