Legal AI Receptionist
Every intake call answered. Every lead qualified.
Most callers who reach a law firm's voicemail never 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.
Matter created. Intake notes attached.
24/7
Every intake call answered.
Evenings, weekends, holidays, busy court days. The lead never reaches voicemail.
Workforce Wave AI — Law Firm Setup
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 queue. No wrong-department transfers.
Built In
Intake Qualification Logic
Asks the right questions per practice area: incident date, jurisdiction, opposing-party name for conflict screening, prior representation, and urgency. Captures structured data, not free-text notes.
Built In
Conflict-of-Interest Safety
Collects opposing-party names before any representation or promise is made. Flags potential conflicts to your intake coordinator before the attorney speaks to the caller — keeping your bar compliance intact.
Built In
Bar-Compliant Disclosure
Opens every call by identifying itself as an AI receptionist. No impersonation of a human attorney or staff member — satisfying ABA and state-bar guidance on AI-assisted client intake.
Live Dashboard
Watch your intake agent handle real calls.
Integrations
Works with your practice management software.
WFW connects to Clio, Lawmatics, and MyCase — pushing structured intake data straight into the workflow your firm already runs on, with no manual re-entry.
Clio
The leading legal practice management platform — WFW creates matters, attaches intake notes, and books 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 firms 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. WFW collects date and location of the incident, injuries described, whether they have seen a doctor, the other driver's insurance company, 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. WFW takes the call, captures the urgency, schedules a Monday-morning consultation, and sends a confirmation. The lead that would have called the next firm books with yours instead.
Caller names the opposing party in a dispute. WFW flags the name for review, 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 areas and routing loaded from the firm website automatically
- ✓White-label capable — your brand on the dashboard
- ✓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 the firm website in < 90 seconds
// Practice areas, attorneys, routing: auto-configured
// Clio webhook: ready on the first callYour law firm clients get a qualified intake receptionist. You get monthly recurring revenue attached to your platform subscription.
Common Questions
Frequently asked about legal AI receptionists.
Questions we hear from practice managers and legal-tech builders before they try Workforce Wave.
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 most state bars now expect for AI-assisted client contact. There is no misrepresentation and no impersonation of a human attorney or staff member. We recommend including a disclosure in your intake script, and our onboarding team helps configure it.
Can the AI handle conflict-of-interest screening?
Workforce Wave 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, Workforce Wave 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?
Workforce Wave 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 Workforce Wave's primary legal integration. After a qualified intake call, WFW creates a matter, attaches caller notes, and schedules the consultation directly in Clio Manage. There is no manual data re-entry for your intake coordinator.
How quickly can a law firm go live with Workforce Wave?
Workforce Wave reads your firm's website and pre-loads your practice areas, attorney names, and contact preferences — no manual prompt engineering. Most single-location firms are live within one business week. Multi-location and multi-practice firms typically need two to three weeks for custom routing configuration.
Want the deep-dive on legal intake? Read the law firm intake guide →
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 development required.
Create your first agent freeNo credit card required. Your first agent is free.