Sign more clients with AI Intake

Eve handles the structured, repeatable part of intake: the initial call, case evaluation, and retainer signing. Most firms find their intake coordinators shift from fielding all intake calls to managing client relationships. How much your team's role changes depends on your volume and goals.

Eve Legal handles intake for multiple case types in personal injury, workers' compensation, employment, mass tort, and other plaintiff practice areas. You configure the qualifying criteria: case type, injury threshold, liability factors. Eve evaluates every call against those guidelines, with no engineer required to make adjustments.

Virtual receptionist services answer calls and take messages. Eve answers calls, qualifies leads, scores cases, sends the retainer, and syncs everything to your CRM — all on the same call. Full intake coverage, without a separate service, contract, or bill.

Yes. Many firms pay for a service that answers calls but can't qualify a lead, score a case, or send a retainer. Eve handles all of that — 24/7, in 28+ languages — and syncs every call to your CRM automatically. No per-minute fees. No separate vendor to manage.

After every intake call, Eve can automatically push case data to Clio Grow, Lead Docket, Smart Advocate, and more. No manual entry. The lead is in your system before anyone picks up the phone. (For matter and document syncs, Eve integrates with Clio, Litify, SmartAdvocate, and Growpath.) Eve also integrates with RingCentral, Zoom Phone, and Dialpad for call recording and routing.

Eve encodes your firm's intake knowledge into the scoring engine from your existing evaluation process. Leads are scored automatically from there, and every score comes with the rationale behind it. Scoring rules can be adjusted according to your firm’s needs.

AI handles the structured, repeatable parts of intake: the initial call, case evaluation, and lead scoring, without requiring a person on the phone. Most firms find their intake coordinators shift rather than disappear. Instead of fielding calls and entering data, they manage client relationships and handle cases that need a human touch. How much the role changes depends on your volume and how the firm configures the system. At Ghaffari Law Firm, Eve handles intake end to end, with warm transfers to staff for the cases that warrant immediate attorney attention.

Legal intake software manages the process of receiving, qualifying, and converting potential clients. Basic tools capture caller information and route leads. More advanced systems handle the full workflow: answering calls around the clock, conducting structured intake conversations, scoring leads against the firm's case criteria, and sending engagement letters for signature. The goal is to make sure every inbound inquiry is captured, evaluated, and acted on without requiring staff to be available at every hour or manually chase every follow-up.

Yes. AI intake tools can answer every inbound call 24/7, walk callers through a structured intake conversation, score the lead against the firm's criteria, and send an engagement letter for signature, all without a staff member on the phone. The practical result is fewer missed calls, faster lead qualification, and retainers signed before leads go cold. Ghaffari Law Firm went from missing 20 percent of calls to zero after turning on Eve. Frontier Law Center went from converting 10 percent of inquiries to 35 percent.