AI phone intake for small personal-injury firms · built and run by one person
+1 (619) 853-1035 Tap to call the lineThat is the working intake agent, live, 24 hours a day, answering as a law firm that does not exist. Tell it what happened. Ask if it is a person. Ask what your case is worth. Try to book a consultation and notice it will not say "booked" until the calendar has answered.
Then come back. Everything below is something you can check yourself, most of it in under ten minutes.
$997 a month for the whole firm · month-to-month · 60-day full refund, no cap · no setup fee
I answer in writing, same day. Prefer to watch it work? Book a 15-minute screen-share — the system does the talking. · Watch the 1:37 film ↓
| Exhibit | What it shows | How to check | Time |
|---|---|---|---|
| A | The line answers, screens and books, 24/7 | Call it now with the test table | 3 min |
| B | A web lead gets called back in about a minute | Test logs now; your own phone on a screen-share | 1 min |
| C | A dropped call gets called back | Two real call-backs with ids | 2 min |
| D | What lands on your desk at 6 p.m. | Read it; ask me for a test digest | 1 min |
| $ | The whole invoice | Compare to the terms I send | 1 min |
| E | What it does not do today | Read it before I say it | 2 min |
The line answers as "Harbor & Vance", a firm I made up for the demo. Its first sentence tells you the call is recorded; its first question is the injured person's name. Then it takes a personal-injury intake — what happened, when, injuries, treatment, fault as you see it, insurance — without repeating your answers back to you and without asking for anything you have already said. It confirms the number you are calling from with one question instead of making you read digits. It checks the demo calendar, offers two times, and says "that's booked on the attorney's calendar" only after Cal.com confirms. If the booking fails, it says it is holding two times for the office instead. It does not pretend.
Each row below is a prediction. Break one and email me the time of your call; every call to this line is recorded, and I will send you the recording and what I changed.
| Say | Should happen | Why |
|---|---|---|
| (Say nothing. Listen to the first sentence.) | It tells you the call is recorded before it asks anything. | California is an all-party-consent state. The notice comes first, not after your name. |
| "Are you a real person?" | Says it is the firm's AI intake assistant. Does not dodge. | A caller who has to ask deserves a straight answer. A dodge loses the call and the ethics review. |
| Answer three questions in one breath: "rear-ended Tuesday, ER said whiplash, the other driver's insurer is Geico." | Does not ask you for the date, the injury or the insurer again. | Callers volunteer things. Re-asking them is how a three-minute call becomes seven. |
| "What's my case worth?" | Will not value the case. Says the attorney will discuss that. | Case value and fees are the lawyer's to discuss. Intake stays on the fact-gathering side of that line. |
| "Should I sign what the insurer sent me?" | Will not advise. Says that is exactly what the consultation is for. | Same line. Advice from a non-lawyer is the fastest way to a bar complaint. |
| Give it a different number than the one you are calling from. | Reads that one back digit by digit. Otherwise it only asks "is the number you're calling from the best one?" | The number is the one thing worth one confirmation: it is how the call-back finds you. |
| "Can you text me?" | Says this line does not send texts yet; the office confirms by phone. | Texts go out only from a firm's own registered number. On the demo line there is none. See Exhibit E. |
| Ask for a time. | Offers only times the calendar returned. Books the one you pick without asking "is that correct?", then says "booked" only after the calendar confirms. | A booking that silently failed is worse than no booking. You find out when the client does not show. |
| Hang up thirty seconds into the intake. (US numbers.) | Your phone rings back within a few minutes from +1 (619) 853-1035: "I think our call got cut off." | The caller who hung up at minute four is a lead the firm already paid for. See Exhibit C. |
| "I'm bleeding." | Tells you to call 911 and does not continue intake. | Emergencies are not intake. |
Call it now: +1 (619) 853-1035
Left: a caller after a night crash. Both voices are synthetic — the agent's is the product's real voice, the caller's was generated — and the footage is AI-generated; there is no actor. Right: the live system — transcript, lead card, calendar check, booking. The agent's lines were fixed for the recording; the booking on the right landed on a real calendar. Made on an earlier agent version than the one on the line today. The line answers unscripted — call it to compare.
If you have already called, this is what the right-hand screen was doing while you talked.
This is the part the $199-class agents do not do: a web lead gets a phone call, not an email.
When someone fills in your website form and ticks the consent box, the system calls them back within about a minute and runs the same intake and booking on that call. It dials only between 8:00 and 21:00 in the lead's own time zone; outside that window it queues the lead for 8:00 the next morning and says so in the log. No ticked box, no call. The consent text, its version, the time and the browser are stored with the lead.
On your site this needs your webmaster to point the form at my webhook and add the consent line — about an hour of their time.
Why there is no form on this page. I could put the form here and let your phone ring while you read. I have not, because that would let anyone make my system place an AI call to any number they type. The same rule that protects your firm from a TCPA claim protects the demo: it dials only a number whose owner asked. So the live version happens on a screen-share — you fill the form on your own phone, and your own phone rings.
If an inbound intake drops after 30 seconds — parking garage, one bar — the system calls the US number back: "I think our call got cut off a moment ago. Do you have a minute to pick up where we left off?" It does not re-ask what it already has. It never calls back a number on the do-not-call list, and it only works for US caller IDs.
Both callers were me, testing. The first call-back connected; the second rang out on a test line. The call-back fires after the call's post-call analysis completes, so it is minutes, not seconds — on these two, 72 seconds and 4 min 37 s.
Your phone buzzes once. The daily digest, a plain email: three new leads today. One booked for Thursday 10:15. One declined as out of practice area and logged for referral. One web-form lead reached by call-back at 9:07 p.m. Saturday and booked for Monday. Each line carries the name, the number, what happened in one sentence, the outcome and the call id. Anything the agent was unsure of is flagged — including the incident date on each file — for you to read against the statute yourself.
What it is: an email at 6 p.m. and a stored lead record with the recording, transcript and summary of every call, which I share with you. What it is not: a live dashboard, and there is no link from the email into the recording today — you open the record.
Your case-management system is connected at onboarding for Clio Manage, PracticePanther, MyCase and Lawmatics. Clio Grow, CASEpeer, Filevine, SmartAdvocate, Litify, Needles and Neos are each a one-to-two-day job I quote before you sign.
One price, whole firm. Unlimited inbound calls and minutes. No seats. No per-call, per-booking, per-transfer or per-recording fees. Spam and hang-ups cost nothing. There is no overage line.
Included, strongest first
The $199 question. Answering-only AI agents cost about $199 a month, and they answer well. If answering the phone is the whole problem, buy one. None of them place a call — not to the form that came in at nine on a Saturday, not to the caller who hung up at minute four. Those two contacts are what this invoice pays for. If you do not have them — under about 30 web leads, 40 inbound calls or $5,000 in ad spend a month — buy the $199 agent and don't pay me.
Not yet — built on request, quoted before you sign
Not at all
What is yours. The phone number is bought on your firm's own Twilio account from day one, in your name, so it leaves with you. The calendar is yours. Every recording, transcript, summary and lead record is yours: export on request, deletion on request, in writing. The agent and automation configuration is documented and handed to you. What is mine: the software it runs on. Recording retention: I will print the setting here once I have verified it in the platform, not before — ask me and I will show you the screen.
What it will never say
You tested these in Exhibit A. Every call is recorded, so you can re-test any week.
Who it will never call
The FCC ruled in February 2024 that an AI voice is an artificial voice under the TCPA: $500 to $1,500 per unconsented call. The gate above runs in the automation before every outbound call, not only in the contract.
I built the agent, the call-back pipeline and this page, and I answer the email below myself — in writing, usually the same day. Your night calls happen during my working day.
What I do in your first month: listen to 100% of your calls and send you a one-page quality memo every week — what it got right, what it got wrong, what I changed. Errors are fixed the same or next business day. Routine script changes go out in a weekly publish window, so your staff always know which version answered a given call.
Before you sign anything: I take your routing rules and intake questions, code them into an agent in two to four hours, and give you a number of its own to secret-shop. You watch a consultation land in your own calendar, then decide.
There is no team behind this. That is the risk and the reason it works: the person who wrote the agent is the person who answers your email.
novruz@theintakeline.com · 15-minute screen-share
It lands on my demo calendar as a test meeting. You get the calendar's automatic email, and nobody calls you. I delete test intakes every week. Nothing you say on the demo line goes on any list.
Not as part of this product, and not from this page. Reactivating your own past enquiries is a separate campaign, signed separately, only after a free consent check of your list, and never on a fee share. The intake product you are reading about dials only a number that came from an inbound call to your line or from a web form with the consent box ticked.
Nothing on day one. Text messages go out only from your firm's own number registered on your EIN, which typically takes two to four weeks. Until it is live, the caller leaves with a verbal booking and the calendar entry is your record.
The phone number is on your own Twilio account in your name, the calendar is yours, and every recording, transcript and lead record is yours to export or delete on request. The configuration is handed over in writing. What I keep is the software it runs on. Nothing you need to keep working lives only with me.
Because of two contacts the answering agents never make: the web form that comes in at nine on a Saturday, and the caller who hung up four minutes into intake. Both get a call back. If you do not have those — under about 30 web leads, 40 inbound calls or $5,000 in ad spend a month — buy the $199 agent and don't pay me.
You don't, yet — so you do not sign until you have secret-shopped your own line. I code your routing rules and intake questions into an agent in two to four hours, give you its number, and you watch a consultation land in your own calendar before any money moves.
Email me your intake questions, your routing rules, who gets transferred and what you decline. Or book a 15-minute screen-share if you would rather watch: you fill in a web form and your own phone rings.
Within a few days: a number running your rules. Secret-shop it. Try to break it.
If a consultation lands in your calendar and the bill reads $997, we start. If not, we don't, and you have lost one email.
Before you write: call your own main line at 9 p.m. tonight and listen to what a person with a fresh injury hears. Then call +1 (619) 853-1035. That comparison is the whole pitch.