Legal intake services · Law firms
Legal intake services built to book more consultations.
Turn a first call into a clear next step. Tradesly combines AI-assisted intake with trained people to capture firm-approved details, handle sensitive conversations and help qualified inquiries move toward a consultation.
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- AI + human intake
- Firm-defined questions
- Flexible coverage schedules
Prospective client
“I was in a car accident yesterday. Can I talk to someone about what happens next?”
“I’m sorry you’ve been through that. I’m here to help you take the next step. Where did the accident happen?”
- Matter
- Auto accident
- Timing
- Yesterday
- Screening
- Firm criteria
Screening answers and caller questions reach the intake specialist together.
Human where it matters. AI where it helps.Built around your intake playbook, with your firm in control.
Proof at a glance
Annualized results from Tradesly legal customers.
Customer-reported legal result
Better qualification. Better conversations. Stronger close rates.
One growing law firm reported that its close rate increased after Tradesly combined AI qualification with fast human follow-up.
“Tradesly qualifies leads and sets our specialists up for stronger conversations.”
COO, Full Service Law Firm
This result reflects that customer’s wider intake and follow-up deployment, not a measured performance claim for this standalone service.
See the Legal industry storyWhat are legal intake services?
Legal intake services handle the first conversation: understand the inquiry, collect firm-approved facts, screen for fit and put the next step in the right hands.
Answering
Welcome the caller, understand the reason for calling and answer approved questions about the firm.
Intake
Gather relevant details, apply your screening criteria and prepare qualified inquiries for your specialists.
Firm decision
Your firm reviews conflicts, provides legal advice and decides whether to offer a consultation or representation.
Legal intake software organizes forms and records. A managed intake service does the first-contact work, combining AI and people around your firm’s playbook.
More qualified inquiries. Better-prepared specialists.
Give prospective clients a helpful first conversation and give your firm the information to act. Your team can spend less time repeating questions and more time on matters that fit.
Give more inquiries a next step.
Keep intake moving while your team is busy or your office is closed. Gather the first details while the prospective client is ready to talk.
Carry the context forward.
Pass screening answers, caller questions and contact details together, so your specialists can pick up the conversation without starting from scratch.
Handle each call your way.
Use your playbook to qualify new matters, answer approved fee questions and route existing clients. Give your team more time for inquiries that fit.
Qualify upfront. Give your specialists a head start.
Gather firm-approved details, answer questions about fees and the consultation process, and distinguish new opportunities from existing-client requests while the caller is on the line.
New matter
An injury inquiry arrives after hours.
Capture incident details, parties involved, contact information and screening answers in one conversation. Pass inquiries that match the firm's criteria to the intake team with those details attached.
Private inquiry
A sensitive matter needs a careful conversation.
Establish practice-area fit, answer approved questions about the consultation process and involve a person when the conversation needs care or judgment.
Existing client
An existing client needs the right team.
Identify the request before routing it to the existing-client team. Answer approved general billing questions; reserve account-specific details for authorized staff.
From first inquiry to an owned next step.
Clear ownership matters more than another call log. An intake workflow can gather what is appropriate, flag exceptions and make the next action visible to your firm.
Recognize
Understand the inquiry
Identify caller type, practice area and the reason for reaching out using your firm's routing rules.
Capture
Qualify during the conversation
Gather approved facts and screening answers. Explain fees and consultation steps from your firm's playbook.
Firm review
Focus specialist attention
Send inquiries that match your criteria to the right person. Your firm retains conflict, legal and case-acceptance decisions.
Owned next step
Move the inquiry forward
Transfer with context or arrange an approved consultation where supported. Use a callback when availability or the caller requires it.
Built-in boundary: Collecting names or flagging possible conflicts is not a completed legal conflict check. Only the law firm can determine whether to provide representation.
Support every shift. Or take over when your office closes.
Bring AI and trained people into the same intake process. Build coverage around the full day, or extend your in-house team into evenings and weekends.
24/7 hybrid coverage
Build a connected intake operation, day and night.
Keep first-contact intake running throughout the week, with AI handling repeatable questions and human support mapped to your coverage.
- One intake playbook across daytime and overnight calls
- Human paths for sensitive or complex inquiries
- Clear ownership between shifts and your firm
After-hours + weekends
Your team leads the day. Extend intake beyond it.
Add hybrid intake around your office hours so evening and weekend inquiries have a next step before your team returns.
- Coverage built around your office’s closing time
- Evening and weekend intake using the same firm rules
- Organized handoffs for your team’s next working day
The person taking over should know why the caller reached out.
Human care when it matters
A prospective client is more than a checklist.
An injury, family or financial matter can be an emotional conversation. Tradesly supports an intake process that captures routine information without forcing complex questions into a rigid script.
Empathy when needed
Escalate sensitive calls to an appropriate person within your contracted coverage or firm routing rules.
Context travels
Pass captured details and caller needs to the next owner so they can continue instead of starting over.
Your firm sets the limits
Use approved screening questions, language, escalation conditions and privacy requirements.
A usable intake record
Give the next person the context they actually need.
Bring the reason for calling, the essential facts and the next owner together. Your intake team can see what needs review before offering a consultation.
Choose the fields your firm needs, then confirm how approved details move into your existing intake process.
Talk through your intake workflowFrom inquiry to review
What the next owner needs
- Caller type
- Prospective client
- Practice area
- Injury inquiry
- First-contact details
- Collected per script
- Potential conflict flag
- Firm review needed
- Next owner
- Intake lead
- Booking status
- Pending approval
One owned next stepReview eligibility and decide whether a consultation can be offered.
The right questions depend on the matter.
From an initial injury inquiry to an existing-client request, the firm chooses which information is appropriate and what actions staff may take.
Personal injury
Recognize timing and care needs.
Capture a basic incident date, contact information and approved facts, then request human review without evaluating a claim.
Family law
Handle sensitive context carefully.
Use a respectful first conversation and route to a trained person or attorney-approved follow-up rather than asking for excessive details.
General practice
Route the right caller to the right team.
Separate new business, existing clients, referrals and non-client calls using firm-defined rules and record ownership.
Start with your firm’s intake playbook.
Build around actual caller types, practice areas, risk boundaries and available systems.
Define
Map caller paths
Agree on matter types, required fields, firm review points, language, escalation rules and who can confirm appointments.
Validate
Test representative calls
Review routine and sensitive scenarios, false positives, unavailable staff, conflict flags and the messages callers hear.
Improve
Measure actual outcomes
Track handled inquiries, qualified handoffs, approved consultations, follow-up ownership and signed clients where data is available.
Frequently asked questions
Legal intake services, explained.
Practical answers for law firms evaluating outsourced legal intake coverage.
What does a legal intake service do?
A legal intake service responds to new inquiries, collects the details your firm needs and routes each caller toward an appropriate next step. Tradesly combines AI-assisted intake with human support using your questions, screening criteria and escalation rules. Your firm decides whether to offer a consultation or accept a case.
How is legal intake different from a legal answering service?
Basic answering records the caller and message. Legal intake goes further with firm-defined matter questions, caller-type routing, potential conflict flags where configured, and next steps for the law firm's review.
Can intake answer questions about fees and consultations?
Yes, using the fee explanations, consultation policies and general firm information you approve. Intake can answer those questions while gathering screening details, so your specialists can focus on qualified inquiries. Case-specific quotes, exceptions, legal advice and any information outside the approved playbook go to your firm's team.
Can Tradesly handle personal injury intake?
Yes. Intake questions can follow your firm's personal injury process, including the incident date, general accident details, contact preferences and requested next step. Your team defines what to collect and when to escalate. Assessing the claim, reviewing conflicts and accepting representation remain with the firm.
Does the service provide legal advice or perform conflict checks?
No legal advice or representation decisions are provided. The service may collect information or flag a potential conflict for review when configured, but the firm retains responsibility for reviewing conflicts and determining whether to accept representation.
Can a real person take over a sensitive call?
Your workflow can route a sensitive inquiry to a Tradesly specialist during contracted staffed hours or to your firm's designated team. Live transfers depend on availability and your setup. When no one is available, use an agreed callback or escalation path so the inquiry has a clear owner.
Should we choose 24/7 coverage or after-hours and weekends?
Choose a 24/7 intake model when you need a consistent process across all shifts. Choose after-hours and weekend coverage when your in-house team handles the working day and needs support outside office hours. Both use AI and human workflows. Confirm the human staffing schedule, transfer options and fallback process in your agreement; round-the-clock intake does not guarantee a live person on every call.
Can consultations be booked directly into our calendar or CRM?
Booking depends on the connections your systems support, available appointments and your firm's approval rules. During setup, confirm whether the workflow can book an appointment, request one or send a handoff for your team to schedule. Any required conflict review or attorney approval comes before a consultation is confirmed.
How do we set limits on prospective-client information?
Your intake playbook defines the questions to ask, the details to avoid and when to move a conversation to your team. Before launch, review recording and consent settings, access, retention and data handling with Tradesly and your firm's legal reviewers. Confirm the controls and agreements for your configuration rather than assuming every setup works the same way.
How much do outsourced legal intake services cost?
Cost depends on your coverage schedule, human staffing, call volume, included usage and setup requirements. Start with the current Tradesly plans, then use a demo to scope hybrid coverage around your firm's intake needs.
Explore current plansYour firm’s next call
Make the first conversation a better first step.
Show us your caller mix, practice areas, intake questions and current follow-up process. We’ll help map the right AI + human approach for your firm.
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