AI Agents · Legal

Legal AI. Every potential client answered, qualified and booked.

An autonomous intake and reception agent for law firms. It answers every call and web enquiry on the first ring, runs new-client intake to your script by practice area, collects what you need for a conflict check, books consultations and puts urgent matters in front of an attorney fast — in English or Spanish. It never gives legal advice.

Available

What is a legal AI intake agent?

A legal AI intake agent is software that answers a law firm's calls and web enquiries on the first ring, runs new-client intake by practice area using the firm's own script, collects the names needed for a conflict check, books consultations and routes urgent matters to an attorney. Tribe's Legal AI does this 24/7 in English and Spanish, writes intake into Clio or MyCase, and never gives legal advice.

Updated

Legal AI at a glance
StatusAvailable — built and ready to deploy for you
Best forFirms that lose potential clients to voicemail, after-hours calls or slow intake
ChannelsPhone, SMS, web forms and chat
Hours24/7, 365 days
LanguagesEnglish and Spanish
Works withClio and MyCase, plus your phone system, email and calendars.
A person takes over whenA distressed caller, a request for legal advice, an existing client with a sensitive matter, or anything outside your script
SecurityClient information stays confidential, with role-based access and full audit trails.
PlatformRuns on TIOS; built by CodingKey
What it handles

The work, done.

Calls, web forms and chat answered 24/7
New-client intake by practice area, following your script word for word
Conflict-check details collected before a matter reaches an attorney
Consultations booked on attorney calendars, with reminders
Urgent matters — an arrest, an accident, a hearing tomorrow — sent to an attorney immediately
Existing-client messages and calls from courts or opposing counsel routed to the right person
Intake in English and Spanish
Use cases

Real situations it handles.

An accident on Saturday

A potential personal-injury client calls from the roadside. The agent runs your PI intake — date, injuries, insurance, treatment — and flags the matter to an attorney immediately.

An arrest at 2 a.m.

A family member calls about an arrest. The agent takes the essentials and routes the call to your on-call criminal-defence attorney by your rules.

A family-law consultation

A caller wants to discuss a divorce. The agent asks your screening questions, collects the other party's name for conflicts and books a paid or free consultation, as you set it.

Existing-client messages

Clients asking for an update get a clear message taken and routed to the right paralegal — never a guess about their case.

Courts and opposing counsel

Calls from courts, opposing counsel and vendors are identified and routed to the right person with a summary.

Spanish-speaking callers

Intake runs in Spanish when the caller prefers it, and your team receives the notes in English.

How it works — an example

A new personal-injury enquiry, handled.

1

Answered

The agent picks up on the first ring, says it is a virtual assistant for the firm and explains it can't give legal advice.

2

Intake

It asks your personal-injury questions: what happened, when, injuries, insurance and treatment so far.

3

Conflict details

It collects the names of the other parties so your team can run a conflict check.

4

Consultation booked

It books a consultation on the right attorney's calendar and sends a reminder.

5

In Clio or MyCase

The intake record is written to Clio or MyCase, and a hot matter is flagged to the attorney straight away.

Example for illustration — not a real customer conversation.

Fit & control

Plugs into your stack. Keeps humans in control.

Integrates with

Clio and MyCase, plus your phone system, email and calendars.

What stays human

All legal advice, case evaluation, engagement decisions and fee discussions stay with your attorneys. Distressed callers go to a trained person first.

Compliance. Client information stays confidential, with role-based access and full audit trails. See our security & compliance →

Industry context

Why it matters now.

Only 40% of law firms answered phone inquiries in Clio's 2024 Legal Trends Report research, down from 56% in 2019.

Source: Clio, October 2024

30.2% of attorneys said their offices were already using AI-based technology tools in the ABA's 2024 TechReport.

Source: American Bar Association, 2024

Third-party figures, linked to their sources. They describe the industry, not Tribe's results.

Getting started

What it takes, and what you can measure.

What you get: Fewer potential clients lost to voicemail, faster response on high-value matters, cleaner intake data in your case-management system, and attorneys who spend their time on clients.

What we need from you

  • Intake scripts for each practice area you take
  • The conflict-check details you need collected
  • Attorney calendars and consultation types
  • Access to Clio or MyCase — or how you want intake sent
  • Your urgent-matter rules and after-hours contacts

What you can measure

  • Calls and web enquiries answered, by hour
  • New matters taken through intake, by practice area
  • Consultations booked and kept
  • Urgent matters routed and time to reach an attorney
  • Intake records created in Clio or MyCase
  • Handoffs to a person, and why

Reported through TIOS. Tribe measures results on your own data rather than promising numbers up front.

Responsible autonomy

The agent executes. Your people decide.

The agent handles the repeatable, high-volume work; your people own the decisions that matter. Human-in-the-loop escalation, full audit trails and security by default — built by CodingKey and proven in Tribe's own live operations before it reaches you. See our security & compliance.

Delivery choice

Human. AI. Or both — your call.

Run it as an AI agent, keep it fully human, or blend the two — you choose the mix, and change it as your confidence grows.

Available as

People and AI together — your call. Agents handle the volume, your specialists own the moments that matter. Start where you like, and shift the mix as your confidence grows.

Related services

Where this fits in our services.

Related agents
FAQ

Legal AI, answered.

How can AI improve client communication for law firms?
AI improves the first contact, which is where firms lose the most potential clients. Legal AI answers every call and web enquiry immediately, runs a consistent intake, books consultations and sends reminders, and routes urgent matters to an attorney — so no one waits for a callback. Clio's 2024 research found only 40% of firms answered phone inquiries.
Does Legal AI give legal advice?
No. Legal AI collects information and books consultations. Advice is always left to your attorneys, and the agent tells callers so at the start of the call.
Can it run intake for my practice area?
Yes. Intake follows your script for each practice area — personal injury, family, criminal defence, estate planning, employment and more — and changes as you update the script.
Does it run conflict checks?
Legal AI collects the names and details you need to run a conflict check and flags them in the intake notes, so the check happens before anyone is engaged.
Can intake go straight into Clio or MyCase?
Yes. Intake notes and consultations are written into Clio or MyCase, or sent by email if you use another case-management system.
Is client information kept confidential?
Yes. Legal AI runs inside Tribe's security programme — PCI DSS compliant, ISO/IEC 27001 certified, SOC 2 Type II audited — with role-based access and a full audit trail. Documentation is available under NDA.
How does AI reduce missed calls for a law firm?
Legal AI answers every call on the first ring, at any hour and at the same moment as other calls, so potential clients never reach voicemail. Urgent matters reach an attorney by your rules, and everything else is booked or messaged with the details captured.
Is there a free trial?
Yes, through Tribe's legal answering service — the AI receptionist with trained agents behind it — which offers a free trial and month-to-month terms with no long-term contract.
Will Legal AI replace receptionists and intake staff?
No. Legal AI takes the repetitive, high-volume work so receptionists and intake staff can spend their time on clients who need a person and the work only people can do. Anything complex, sensitive or outside your rules goes to a person with the full context — and you decide where that line sits.
How much does Legal AI cost?
Tribe does not publish a price list for Legal AI. Each deployment is quoted after a short scoping call, based on your volume, the channels you want covered and the systems it has to connect to — and the quote is all-inclusive. The pricing models are explained on the How pricing works page.

Put this agent to work.

Tell us the workflow. We'll deploy an agent that runs it — with your people in control.