The calls a firm receives
Most calls to a law firm fall into two groups. Prospective clients call to ask whether you handle their kind of matter, what a consultation involves and whether they have a case. Existing clients call to reach their attorney, check on something or leave information. Both need a careful answer, and neither should get legal advice from the front desk.
What the assistant does
- Screens new enquiries. It collects the caller's name and contact details, the type of matter, key dates and the other parties involved, so your firm can run a conflict check before anyone discusses the facts.
- Requests a consultation. It explains your consultation policy, for example a free 30-minute first meeting, and takes the request for your team to confirm. With Calendly or Microsoft Outlook connected, it can offer real open times instead.
- Takes messages for existing clients and directs them to their attorney, with the caller's name, number and reason.
- Answers questions about the firm from your business details and Knowledge Base: practice areas, office hours, location, what to bring to a first meeting.
- Transfers calls to up to five people on your list, such as a paralegal or the intake coordinator, once a number is connected.
What it won't do
The legal intake brain has stricter rules than a general receptionist:
- No legal advice. It never gives legal advice, predicts outcomes or says whether someone has a case. Asked "do I have a case, and will I win?", it explains that an attorney will review the matter. That question is one of the tests the brain must pass before firms can use it.
- No implied representation. It makes clear that no attorney–client relationship exists until the firm confirms it in writing.
- No detailed confidential facts. It asks only for a short description of the matter; the details are for the consultation.
- It never takes card numbers for retainers or fees, and it tells callers it's an AI if asked.
Setting it up
- Choose the legal intake receptionist in the Brain Marketplace.
- Enter your practice areas (required), hours, services and consultation policy.
- Add firm FAQs to the Knowledge Base and approve them. Keep them about the firm and process, not legal answers.
- Publish, run the automatic tests and try a few intake calls in the playground.
- Get a RingMind number, connect it, and add your intake team to the transfer list.
Reviewing intake
Each enquiry arrives as a message in your dashboard with the matter type and the other parties, ready for your conflict check. You can turn it into a task for the attorney who will review it. Every call is saved with a transcript.
Tools it can connect
Create leads in Salesforce, book consultations through a calendar integration, or notify the intake team in Microsoft Teams. Integrations are in Beta. Plans are on the pricing page.