Legal AI Intake Agent
The legal AI intake agent that follows ABA ethics rules.
Handles after-hours intake, conflict screening, and appointment scheduling — without the unauthorized practice of law. WFW knows the line.
No credit card required. ABA ethics compliance built in.
No UPL. No implied privilege.
$50K+
The value of a missed intake call.
A single missed PI case at 2am. A missed estate matter on a Saturday. WFW answers every call — nights, weekends, holidays.
Intake Call — 10:47pm Saturday
Pre-Loaded Intelligence
Pre-loaded with legal intelligence.
ABA ethics rules, conflict screening logic, and practice area routing are built in — your intake agent knows the rules before the first call.
Built In
ABA Ethics Boundaries
The AI never offers legal advice. Always discloses it's an AI. Tells every caller: 'An attorney will review your matter and contact you.' Knows not to create attorney-client relationships without attorney involvement.
Built In
Conflict Screening
Asks for opposing party names before collecting case details. Routes potential conflict situations to a hold queue for attorney review before proceeding.
Built In
Practice Area Routing
Personal injury, family law, criminal defense, estate planning, business law — routes each caller type to the right intake form and urgency tier.
Built In
Contingency vs. Retained
Knows to collect different info for different fee structures. PI: accident date, injuries, at-fault party. Estate: asset types, family situation, urgency.
Integrations
Works with your practice management software.
Intake data flows directly into the systems your team already uses.
Clio
Industry-leading practice management — matter intake, conflict check, client records.
MyCase
Client communication and case management — intake forms, document requests, billing.
PracticePanther
Legal practice management — automated intake, time tracking, billing integration.
Calendly
Attorney consultation scheduling — books directly into attorney calendars, sends confirmations.
Real Scenarios
What your legal AI handles.
10pm Saturday — potential client just got into a car accident. AI captures: name, contact, accident date, injuries, at-fault party, insurance info. Sends intake summary to on-call attorney. Schedules a Monday morning callback.
Caller mentions suing ABC Corporation. AI asks for opposing party name, flags it against your conflict list, and holds the matter for attorney review before collecting case details.
Caller wants to discuss an estate plan. AI qualifies: approximate asset value, family situation, whether there's existing estate planning. Books a consultation with your estate attorney.
For Legaltech Platforms
Building practice management software? Embed voice intake.
Legaltech platforms use Mode 3 to provision customized intake agents for each law firm client automatically. ABA compliance rules are pre-loaded — you don't have to teach your customers compliance.
- ✓POST /v2/agents — one call per firm
- ✓ABA ethics compliance included on every agent
- ✓White-label — your brand, your dashboard
- ✓Billing rolled up to your platform account
Legaltech Platform — Mode 3 Provisioning
POST /v2/agents
{
"scout_url": "https://smithlawfirm.com",
"vertical": "legal",
"phone_number": "+18435551234",
"white_label_id": "your-platform-account"
}
// Agent provisioned in < 90 seconds
// ABA ethics, conflict screening, PI + estate
// routing: includedYour firm clients get compliant intake. You get monthly recurring revenue.
Get Started
Never miss another potential client at 2am.
Workforce Wave reads your firm website and builds your intake agent automatically. ABA ethics compliance built in. No manual setup.
Create your first agent freeNo credit card required.