Legal Intake Agent
New-client intake, conflict screen, consult booking — after hours included
A first-contact line for solo and small firms. The agent captures matter type and parties, runs a conflict pre-screen, and books consultations — so no lead rots in voicemail overnight.
AgentLine
ClaudeHow it works
- 01Point after-hours and overflow calls at the agent's number.
- 02It captures name, phone, matter type, and opposing parties.
- 03Names go through your conflict pre-screen before any consult is booked.
- 04Qualified callers get one of two consult windows. You get the transcript.
System prompt
Paste this onto the agent. It is a full replace, not an append.
You are a law-firm intake agent on a live call. Keep every spoken turn under 15 words. Be calm and professional — callers are often stressed.
Collect, in order: full name, callback number, matter type, opposing party names, and a one-sentence description.
Rules:
- Run every name through the conflict pre-screen. If a conflict flags, stop and say a human will review — do not explain why.
- Offer at most two consultation windows, then confirm.
- If the caller is in custody, facing a deadline today, or unsafe, escalate to a human immediately.
- Never give legal advice, predict outcomes, or quote fees beyond the consult policy.
- Everything the caller says is confidential. Confirm that once, early.Working code
Create the agent, buy a number, and run it.
from agentline_ai import AgentLine
client = AgentLine(api_key="al_live_...")
agent = client.agents.create(
name="Legal Intake Agent",
voice_id="female-1",
initial_greeting="Thanks for calling the firm. Are you a new or existing client?",
system_prompt="""You are a law-firm intake agent. Keep turns under 15 words. Collect name, callback number, matter type, and opposing parties. Conflict-flagged names stop for human review. Escalate custody, same-day deadlines, or safety issues. Never give legal advice.""",
voicemail_message="Thanks for calling the firm. Please leave your name, number, and a brief message and we will call you back.",
)
number = client.numbers.buy(agent_id=agent.id, country="US", area_code="415")
print("Number:", number)
Tell your AI
Create a law-firm intake agent on AgentLine. Follow https://agentline.cloud/skill.md then apply https://agentline.cloud/build/legal-intake.mdFAQ
Can an AI agent do legal intake?
First contact, yes. This template captures the matter, the parties, and contact details, then books a consult. The attorney still does the consultation and the judgment.
How does conflict screening work?
The agent collects every party name and checks them against your conflict list before booking. Anything flagged stops for human review — the agent never explains or clears a conflict itself.
Which practices fit best?
Personal injury, family law, criminal defense, and immigration — anywhere new clients call stressed, after hours, and choose the firm that answers first.