Industries
Law firms
Legal Intake & Consultation Scheduler
Why this matters for law firms right now
Most firms lose work at intake rather than in the matter. Someone rings on a Friday afternoon with a problem they consider urgent, gets voicemail, and by Monday they have instructed whoever answered the phone first.
Intake is a good fit for AI because the job is structured. Capture the facts, check there is no conflict, route it to the right practice area and get a consultation in the diary. All of it inside careful boundaries, none of it offering legal advice.
AiD Design is an AI and automation agency based in Melbourne. We build these systems for businesses across Australia, and for US businesses through our partnership with MyLocalEverything.
The automations
What we put to work
We rarely build all of these at once. We start with the one costing you the most, prove it, then add the next.
AI-assisted intake with disclaimers
Gathers the facts of the matter carefully, and is explicit that it is not giving advice.
Conflict-safe lead capture
Collects what you need to run a conflict check before anyone has a substantive conversation.
Practice-area routing
Gets the enquiry to the right lawyer first time, rather than around the firm twice.
Consultation scheduling
Books the initial consultation while the person is still on the page and still worried.
Document checklist automation
Tells the client what to bring, then chases the two things they forgot.
Our process
How a build actually runs
Six stages. You see something working long before the last one.
Discovery
We sit with how the work actually moves through your week. Who touches an enquiry, where it stalls, and what it costs you when it does.
Strategy
We pick the handful of jobs worth automating first, and say plainly which ones are not worth it yet. You get the reasoning, not just the recommendation.
Design
We map what each automation does, what it never does without you, and what the customer on the other end experiences.
Develop
We build it against your real systems and your real data, so you are reviewing the working thing rather than a description of it.
Implement
It goes live in draft-for-approval mode. Nothing reaches a customer until you have seen the shape of what it sends.
Accelerate
Once it has earned trust we widen its remit, tune what is underperforming and add the next job to the queue.
Questions
Asked, answered
Will it give legal advice by accident?
It is built not to. It gathers facts, states plainly that it is not a lawyer, and hands anything substantive to a person. That boundary is the first thing we test and the last thing we relax.
What about conflicts?
The intake collects what your conflict check needs before any privileged detail is discussed, and flags a possible conflict rather than proceeding.
Get in touch
One call. Tell us which of these is costing you the most, and we will tell you whether it is worth building.
Get in touch