Answer law firm intake calls and pass hot cases to staff
A law firm uses an AI intake agent so no calls are missed. It reports about 15 hours saved a week and good results from passing qualified callers straight to staff.
A Charlotte, NC traffic and criminal defense firm swapped its answering service for a Retell AI voice receptionist that screens callers and creates matters in Lawmatics. From Feb 23 to May 17, 2026 it created 108 qualified traffic matters; 57 got a quote and 14 signed.
108 qualified matters, 57 quoted (52.8%), and 14 new clients signed (about 26% of quoted prospects). In the best week, with fast follow-up, 5 of 7 quoted prospects signed. (as reported by the source)
Guide: AI receptionist for small business: real examples and how to set one up
Our own prompt for copying this setup. Swap in your details. Not quoted from the source.
You answer intake calls for [Law Firm]. Find out the case type (traffic ticket, DWI, criminal), the court date and the county. For traffic tickets, collect full details and create the matter in our CRM. For DWI or criminal cases, offer: talk to an attorney now, leave a detailed voicemail, or a call back. Never give legal advice.
A law firm uses an AI intake agent so no calls are missed. It reports about 15 hours saved a week and good results from passing qualified callers straight to staff.
A solo personal injury attorney in Phoenix used AI intake instead of hiring staff: it answers after hours, logs every lead in the CRM and scores it. Over three months, leads went from 42 to 78 a month, signed cases from 6 to 11, and missed calls from 27% to 3%.
A Texas HVAC and plumbing company swapped voicemail for an AI agent on after-hours and overflow calls, plus instant replies to web leads and follow-ups on old estimates. It reports 90+ bookings a month by AI.