HomeIndustriesLegal Services (SRA)

AI Client Intake for UK Law Firms

Prospective clients call when they need help — not when it's convenient for your office. Agent IA Vocal answers 24/7, qualifies prospects, books consultations, and routes enquiries to the correct fee earner — without giving legal advice.

Solo practitioners, boutique firms, and multi-department practices use Agent IA Vocal to capture every prospect call — including the 58% that come after hours — with intake that's qualified, conflict-checked, and ready for the fee earner's review.

The Reality

Missed calls mean missed revenue.

Every time a call goes to voicemail, your competitors win. Here's what it costs your industry.

0%

of legal clients instruct the first firm that answers

£0

average value of a missed legal intake

0%

of prospect calls come after business hours

0×

more consultations booked with 24/7 answering

What it does

How Agent IA Vocal helps.

24/7 prospect intake

Our AI asks the right intake questions — area of law, urgency, prior representation. Only qualified prospects reach your calendar.

Consultation scheduling

Books discovery calls and consultations directly into Clio, Osprey, or your calendar. Conflict-check reminders sent automatically.

Lead scoring

Every prospect is scored by matter type, location, urgency, and fee capacity. Your intake team works only warm leads.

After-hours emergency routing

Criminal defence and care proceedings emergencies are escalated immediately. Routine enquiries are scheduled for the next business day.

Client follow-up

Automated follow-ups sent to prospects who expressed interest but haven't instructed. Close more retainers without more staff.

Multi-department routing

Whether your firm handles family law, conveyancing, commercial, or criminal — the AI adapts its intake script by practice area and routes accordingly.

Use Cases

Where it delivers the most value.

Personal Injury & Plaintiff Firms

Where the first firm to answer almost always wins the instruction.

  • Immediate after-hours intake
  • Limitation period urgency capture
  • Medical treatment status questions
  • Auto-routing to the right intake solicitor

Family Law & Divorce

Sensitive consultations that can't be handled by a generic answering service.

  • Empathetic, non-judgmental intake
  • Custody and domestic abuse-aware question flow
  • Confidential consultation booking
  • Conflict-check pre-screening

Residential Conveyancing

High-volume, time-sensitive transactions where responsiveness wins clients.

  • Buyer and seller intake
  • Chain and timeline capture
  • Solicitor referral routing
  • Fee quote enquiry handling

Commercial Law

Higher-value retainers that need a polished, brand-appropriate first impression.

  • Sophisticated intake voice
  • Matter-type and entity-type capture
  • Fee-range qualification
  • Calendar booking with the right partner
How It Works

Live in 2-3 days. ROI in week one.

01

Forward your number

Point your existing phone number to Agent IA Vocal. No hardware or equipment changes required.

02

We train your AI agent

Our experts configure industry-specific call flows, compliance rules, and your business details.

03

Integrate with your tools

We connect the agent to your CRM, calendar, EHR, or scheduling software so every call flows where it should.

04

Go live in 2-3 days

Your AI answers every call, books appointments, qualifies leads, and updates your systems — automatically.

Case Study

Real results, in their words.

Our intake conversion increased by 42% in the first month. The AI qualifies matters better than our previous virtual receptionist — it already knows our fee structures and asks the right screening questions. We're instructing more clients with the same number of solicitors.
C&
Commercial & Employment Law Firm
Manchester, England
Verified outcome
Live in 2-3 days. ROI in week one.
After-hours calls converted
Bookings made automatically
No staff required
Read more case studies
What's included

Everything you need.
Nothing you don't.

Every plan ships with the full feature set below — no upsells, no add-on tiers. Built specifically for legal services (sra) workflows.

12
Features included
$0
Hidden fees
See all plans
SRA-aligned intake scripts (no legal advice given)
Clio & Osprey Approach integration
24/7 prospect call answering
Automated consultation scheduling
Conflict-check question flow
Lead scoring and routing
Emergency after-hours escalation
Retainer follow-up sequences
Multi-practice area support
Call recording & transcript
UK GDPR & DPA 2018 compliant
Welsh and multilingual support
Deep dive

Why it works for legal services (sra).

01/ 02

How Agent IA Vocal works with Clio and Osprey Approach

Intake calls only matter if the data ends up in your practice management system. Agent IA Vocal pushes every call into Clio or Osprey Approach as a new lead with the full transcript, qualification answers, and proposed consultation slot attached.

  • Lead created automatically with full transcript
  • Custom intake fields mapped to your matter types
  • Conflict-check fields populated before the fee earner reviews
  • Consultation booked into the assigned solicitor's calendar
  • Follow-up tasks created for uninstructed prospects
02/ 02

SRA-aligned intake by design

Generic answering services often unintentionally create solicitor-client relationships, give legal advice, or fail to make required disclosures. Our intake scripts are built with SRA Standards in mind — the right disclaimers, no advice given, and a clear handoff to the solicitor for any substantive question.

  • No legal advice given by the AI
  • Required SRA disclosures read on every call
  • Solicitor-client privilege language used correctly
  • Conflict-check questions before discussing facts
  • Audit-ready transcript of every intake conversation
Customer Stories

What our clients say.

"
"Our intake conversion increased 42% in the first month. The AI qualifies matters better than our previous receptionist — it knows our fee structures and asks the right screening questions. We're instructing more clients with the same team."
MP
Managing Partner
Commercial & Employment Law Firm, Manchester
"
"The SRA compliance piece was critical. The scripts were clearly written with SRA Standards in mind — proper disclosures, no legal advice, and a clean handoff to the fee earner. Exactly what we needed."
HoR&C
Head of Risk & Compliance
London Solicitors' Firm
FAQ

Frequently asked questions.

Yes. Our intake scripts are designed to comply with SRA Standards and Regulations. The AI does not give legal advice, makes appropriate disclosures, and routes all substantive questions to the relevant fee earner.