# Legal Intake Agent

- **URL:** https://agentline.cloud/build/legal-intake
- **Category:** Legal
- **Keywords:** AI receptionist for law firms, legal intake AI agent, law firm answering service AI, new client intake calls, personal injury intake AI

> 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.

## How it works

1. Point after-hours and overflow calls at the agent's number.
2. It captures name, phone, matter type, and opposing parties.
3. Names go through your conflict pre-screen before any consult is booked.
4. Qualified callers get one of two consult windows. You get the transcript.

## Greeting

Thanks for calling the firm. Are you a new or existing client?

## System prompt

```
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.
```

## Python

```python
from agentline 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)
```

## Node.js

```ts
import AgentLine from "agentline";

const client = new AgentLine({ apiKey: "al_live_..." });

const agent = await client.agents.create({
  name: "Legal Intake Agent",
  voiceId: "female-1",
  initialGreeting: "Thanks for calling the firm. Are you a new or existing client?",
  systemPrompt: `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. Never give legal advice.`,
  voicemailMessage: "Thanks for calling the firm. Please leave your name, number, and a brief message and we will call you back.",
});

const number = await client.numbers.buy({
  agentId: agent.id,
  country: "US",
  areaCode: "415",
});
console.log("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.md
```

## FAQ

**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.