AI intake agents that qualify and book consultations
Botcadence answers your firm's phone after hours and on overflow, plus website chat and texts. It asks the intake questions you set for each practice area, collects the names your team needs for a conflict check, books consultations on the attorney's calendar and tells callers plainly that it can't give legal advice.
Voice AI plan: $299 a month with 1,500 minutes, then $35 per 200 extra minutes. Chat plans from $39 a month.
Updated
How do law firms use AI agents?
Law firms use Botcadence for intake, not legal advice. The agent answers calls and chats, asks your questions for each practice area (incident date, county, opposing party, deadlines the caller knows of), collects names for a conflict check, and books a consultation or sends the matter to an attorney with the transcript. Clio, MyCase and PracticePanther are reached through Zapier or a webhook. Pair it with lead scoring to rank matters by fit.
Who it is for
Law firms that get the most from it
Boutique practices
Keep scarce attorney calendars for matters you take.
What you can automate
What law firms automate with Botcadence
After-hours and overflow intake
Answers when the office is closed or the receptionist is on another line, and takes the matter details.
Practice-area questions
Separate question sets for personal injury, family law, estate planning, immigration or criminal defense.
Conflict-check details
Collects the names of the people and companies involved so your team can run conflicts before the consultation.
Consultation booking
Books on the attorney's Google Calendar, Calendly or Cal.com and sends confirmation and reminder texts.
Clear limits
Says it is not a lawyer, gives no legal advice and doesn't comment on whether someone has a case.
Practice management handoff
Sends intake to HubSpot, Salesforce or Google Sheets. Clio, MyCase and PracticePanther are reached through Zapier or a webhook.
How it works
How it works for law firms
A prospect reaches out
A potential client calls, texts or uses website chat about a legal problem, often after hours.
The agent explains what it is
It says it is the firm's intake assistant, not a lawyer, and asks your questions for the practice area.
The matter is screened
Practice area, jurisdiction, dates and parties are checked against the matters you take.
Consultation booked
Qualified prospects book a consultation on the attorney's calendar and get a confirmation text.
The attorney gets the intake
The attorney receives the intake summary, the parties for the conflict check and the transcript before the meeting.
Live demo line
Hear a Botcadence voice agent handle a real call
Call the live demo line and ask for a booking, a price or a person. The agent answers the way it would on your number; a human takes over when you ask.
Standard call charges apply. The demo agent is configured for a general service business; yours is trained on your own content.
See legal AI capture after-hours intake
Book a demo to map consultation booking or matter intake onto Botcadence with clear screening rules.
Common Questions
Questions law firms ask
No. It introduces itself as the firm's intake assistant, not a lawyer, and doesn't say whether someone has a case or what it is worth. It collects the facts and books the consultation; attorneys decide on fit and give the advice.
The agent collects only the intake fields you choose, and access controls limit who at the firm can read conversations. Data is encrypted with AES-256 at rest and TLS 1.2+ in transit. Keep sensitive material for the consultation itself, such as medical records or account numbers, and set the agent to tell callers not to share it.
Clio, MyCase and PracticePanther are reached through Zapier or a webhook, so a finished intake can create a contact and matter with the transcript attached. Botcadence connects directly to HubSpot, Salesforce, Google Sheets and Google Calendar.
Yes. You set the rules: the practice areas you handle, the counties or states you serve, the incident dates that matter and whether there is an opposing party. Matters outside your criteria get a polite decline and, if you want, the number for your local bar association's lawyer referral service.
We recommend it. The greeting can say it is the firm's automated intake assistant, which also sets up the point that it can't give legal advice. Callers who want a person can ask, and the call transfers during office hours or becomes a callback request.
Website chat is live about 5 minutes after you upload your practice-area pages. A voice line takes about 5 business days and keeps your firm's number. WhatsApp follows Meta business verification, usually 24 to 48 hours.
Product and channel paths
Botcadence for law firms by channel
Start with after-hours intake for one practice area
Pilot after-hours intake or consultation booking for one practice area, then add channels once your screening rules are right.
- Reader-first workflows
- Human handoff when needed
- Grounded in your content