Legal AI Receptionist
Every intake call answered. Every lead qualified.
Most callers who reach a law firm voicemail don't leave a message — they call the next firm on Google. Workforce Wave answers every call, qualifies intake 24/7, and delivers structured data to Clio before your attorney picks up the phone.
No credit card required. Live in as little as one week.
Workforce Wave — Live Legal Intake
Matter created. Intake notes attached. Consultation booked.
The Intake Problem
The caller who reaches voicemail calls the next firm on Google.
Legal intake is a speed-to-answer competition. When a potential client calls after hours, on the weekend, or during a busy court day and reaches voicemail, the overwhelming majority do not leave a message. They call the next attorney listed. The case is gone.
Workforce Wave answers every call, every time — qualifying the lead, collecting structured intake data, and booking the consultation before the caller has a chance to search again.
- ✓Answers calls 24/7, 365 — weekends, holidays, evenings
- ✓Qualifies by practice area in the first 60 seconds
- ✓Collects conflict-of-interest data before any representation
- ✓Syncs structured intake to Clio, Lawmatics, or MyCase automatically
- ✓Schedules consultations without attorney involvement
Without WFW
- 1.Call reaches voicemail
- 2.Caller does not leave a message
- 3.Caller calls the next firm
- 4.You learn about it never
With WFW
- 1.WFW answers on the first ring
- 2.Intake is qualified in 60–90 seconds
- 3.Consultation is booked
- 4.Structured notes land in Clio
Pre-Loaded Intelligence
Pre-loaded with legal intake logic.
Practice-area routing, conflict-of-interest screening, and bar-compliant disclosure language are built in — not configured from scratch.
Built In
Practice-Area Routing
Identifies caller intent from the first sentence — personal injury, family law, estate planning, criminal defense, business dispute — and routes each to the correct attorney or intake form. No wrong-department transfers.
Built In
Intake Qualification Logic
Asks the right questions for each practice area: incident date, jurisdiction, opposing party name (for conflict screening), prior attorney representation, and urgency level. Captures structured data, not free-text notes.
Built In
Conflict-of-Interest Safety
Collects opposing-party names before making any representation or promise. Flags potential conflicts to the intake coordinator before the attorney speaks to the caller. Keeps your bar compliance intact.
Built In
Confidentiality-First Framing
Opens every call with a disclosure that the call is handled by an AI receptionist. No impersonation. Callers know they are speaking with an automated system — satisfying ABA and state bar guidance on AI-assisted intake.
Integrations
Works with your practice management software.
WFW connects to Clio, Lawmatics, and MyCase — pushing structured intake data directly into your existing workflow without manual re-entry.
Clio
The leading legal practice management platform — WFW creates matters, attaches intake notes, and schedules consultations directly in Clio Manage.
Lawmatics
Legal CRM and intake automation — WFW pushes qualified leads with structured intake data into Lawmatics pipelines for attorney review.
MyCase
All-in-one legal practice software — appointment booking, client intake, and case creation synced from every WFW call.
Salesforce
For multi-practice and legal-tech platforms — intake data, call recordings, and lead scores sync to Salesforce for pipeline reporting.
See the full integration library → View all integrations
Real Scenarios
What your legal AI handles.
Caller was rear-ended three days ago. AI collects: date and location of incident, injuries described, whether they have seen a doctor, insurance company of the other driver, and whether they have spoken to an attorney. Structured intake lands in Clio before the attorney calls back.
9pm Friday — a small business owner just received a demand letter. AI takes the call, captures the urgency, schedules a Monday morning consultation, and sends a confirmation. The lead that would have called the next firm instead books with yours.
Caller names the opposing party in a dispute. AI flags the name against your current client list (via Clio integration), marks the intake as 'potential conflict — hold for review,' and routes to your intake coordinator rather than the attorney.
For Legal Tech Platforms
Building a legal SaaS? Embed WFW as your intake voice layer.
Legal practice management platforms, intake software vendors, and legal services marketplaces use our Mode 3 API to provision AI receptionists for their law firm clients automatically — at any scale.
- ✓POST /v2/agents — one call per firm
- ✓Practice area and routing logic loaded from firm website automatically
- ✓White-label capable — your brand, not ours
- ✓Clio and Lawmatics webhook delivery included
Legal Tech Platform — Mode 3 Provisioning
POST /v2/agents
{
"scout_url": "https://yourfirm.com",
"vertical": "legal",
"phone_number": "+18435551234",
"clio_integration": true,
"white_label_id": "your-platform-account"
}
// Agent reads firm website in < 90 seconds
// Practice areas, attorneys, routing: auto-configured
// Clio webhook: ready on first callYour law firm clients get a qualified intake receptionist. You get monthly recurring revenue attached to your platform subscription.
Common Questions
Frequently asked questions.
Is an AI receptionist compliant with bar association rules on client communication?
Yes, when properly disclosed. Workforce Wave opens every call by identifying itself as an AI-powered receptionist, satisfying the transparency requirements that most state bars now require for AI-assisted client contact. No misrepresentation, no impersonation of a human attorney or staff member. We recommend including a disclosure in your intake script — our onboarding team helps configure this.
Can the AI handle conflict-of-interest screening?
WFW collects opposing-party names and matter details during intake and flags them for review before any representation is made. For firms using Clio, this data pushes directly into your conflict-check workflow. The AI does not make conflict determinations — it structures the data your intake coordinator needs to make that call quickly.
What practice areas does it know?
Out of the box, WFW ships with intake logic for personal injury, family law, estate planning, criminal defense, business litigation, employment law, and real estate transactions. Intake questions, routing logic, and urgency thresholds are configurable by practice area during your onboarding session.
What happens when a caller has an emergency?
WFW follows your escalation protocol. For practice areas where same-day matters are common (criminal defense arraignments, emergency TROs, custody emergencies), you can configure immediate SMS or call-through to your on-call attorney. For all other calls, structured intake notes are queued for next-business-day review.
Does it work with Clio?
Yes — Clio is WFW's primary legal integration. After a qualified intake call, WFW creates a matter, attaches caller notes, and schedules the consultation appointment directly in Clio Manage. No manual data re-entry for your intake coordinator.
How long does setup take?
Most single-location law firms are live within one business week. WFW reads your website to pre-load your practice areas, attorney bios, and contact preferences, then your onboarding specialist reviews and refines the intake script with you. Multi-location and multi-practice firms typically need two to three weeks for custom routing configuration.
Explore Further
Pricing
Plans for solo attorneys through multi-location firms.
AI Receptionist
The full AI receptionist product — features, setup, and use cases.
Clio Integration
How WFW creates matters and syncs intake to Clio Manage.
Compare Alternatives
How WFW stacks up against Ruby Receptionists, Smith.ai, and others.
Get Started
Stop losing intake calls to voicemail.
Workforce Wave reads your firm's website and builds your intake agent automatically. Most firms are live within one week — no custom dev required.
See a live demoNo credit card required. Your first agent is free.