Managed Agents / Legal assistant
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AI legal assistant that turns callers into booked intake calls.
Answer your firm's phone 24/7, collect intake details, and book intake calls with your attorneys.
Trusted by leading teams
Ranked #1
on EVA-Bench and Speech Agent Arena
Turn worried callers into booked intake calls
Callers get an intake call on the calendar, and the agent stays inside the limits your firm sets.
The agent saves the caller's name, number, broad area of law and whether they are new. Attorneys hear the story on the intake call.
The agent offers only the intake slots your staff set aside in the calendar.
The agent books the slot, reads back the day and time, and explains that this is an intake call, not an accepted matter.
When a caller can't make the time, the agent finds the booking, offers the next intake slots, and moves the call.
What an AI legal assistant does on a law firm's phone
What is an AI legal assistant?
An AI legal assistant, as this page means it, answers a law firm's phone and books new callers onto your intake calendar. Some products with this name give the public free legal answers, and others draft and research. This one runs intake, so a caller gets an intake call and never an opinion.
- Get office information
- Save intake request
- Find intake times
- Book intake call
- Move intake call
What happens to a new caller at 6 p.m.?
The attorney is in a deposition and the paralegal is at the courthouse. The agent still answers, says it is an AI, and offers the intake slots your staff set aside. Someone let go last week hangs up with a time on the calendar.
Can I talk to someone this week?
find_intake_timesThu 9:00, 10:30, 3:30
I have Thursday at 9:00, 10:30 or 3:30. Which works?
What does a legal assistant AI ask on the call?
Four fields your firm approves, which are name, number, broad area of law and whether the caller is new. It leaves the story for the intake call. It reads back the day and time, and it can move the booking if plans change.
- Employment, intake Thursday 3:302:46
- Moved intake call to Friday 9:001:09
- Asked about a filing deadline0:52
Where does a legal AI assistant stop?
Questions about rights, deadlines or documents transfer to your intake staff, who continue from the saved notes. It won't give legal advice or promise representation. Acceptance, conflict checks and engagement stay with your attorneys, and so do drafting and research.
Intake call booked
Did the caller book or move an intake call before the call ended?
What your firm gets from a phone that books intake calls
The agent does a narrow job on purpose. A law firm's front line needs a caller booked and a clear limit on what gets said, and these are the parts it covers.
The story stays out of the first call
Four approved fields and no more. When a caller starts describing a termination or a lease dispute, the agent says it can't advise and moves to the booking, so your attorney hears the facts first.
An AI legal assistant personal injury callers can reach
Someone calling after a crash gets the same four fields and a slot your staff set aside, with personal injury saved as the area of law. The times are yours, so new callers stay off a partner's trial prep.
A changed plan doesn't lose the caller
Someone who can't make Thursday hears the next open slots, and the booking moves on the same call. Your staff don't play phone tag over one appointment.
Advice questions reach a person
Asked whether a settlement offer is fair, the agent gives no opinion. It saves the contact and area of law, then connects intake staff, who pick up from its notes.
Nobody thinks they've hired you
Each booking ends with a plain line that an intake call isn't an accepted matter and the team decides afterward. Callers also know from the first sentence that they're talking to an AI.
This isn't a free AI legal assistant for the public
If you want a chatbot that answers legal questions for the public, or software that drafts and researches, this isn't it. The agent runs intake on the phone and stops there.
Speech models for someone calling a lawyer for the first time
People ringing a law firm are often upset and unsure how to start. Cartesia's speech models keep up when the sentences don't come out in order.
- $0.03per minute
- #1on Speech Agent Arena and EVA-Bench
- 24/7answers every call, at any hour
Lets a shaken caller finish
A caller pauses, starts over or spells a last name twice. The agent waits through it and doesn't cut in, then asks for the next field.
Your limits, your choice of LLM
The LLM is yours to pick. Its tools find intake times, book and move intake calls, save the request and transfer to staff, while the instruction holds the rule against advice.
Sounds like your reception desk
Browse the voice library for something measured and unhurried. Someone worried about a job or a lease should hear a firm that takes the call seriously.
An AI legal assistant beside intake staff and a live service
When firms look for the best AI legal assistant for the phone, the real comparison is with the people who answer it now.
| Cartesia agent | Intake staff | Live answering service | |
|---|---|---|---|
| Answers while everyone is tied up | Yes, at any hour | Only if someone is free | Yes, if an operator is free |
| Books straight onto the calendar | Yes, from the slots you set aside | Yes | Often a message your staff return later |
| Stays out of legal advice | The instruction rules it out | Trained staff know where the line is | Depends on the operator and the script |
| Hears the full story | No, it takes four fields by design | Yes, and can talk it over with an attorney | Often, if you pay for a longer script |
| Moves a booked intake call | Yes, on the same call | Yes, during office hours | Usually a message asking staff to do it |
| Record of what was said | Every call recorded and transcribed | Usually notes in your system | Usually a message summary |
| How you pay | $0.03 a minute plus LLM usage | Salary and benefits | Usually a monthly plan with per-minute or per-call fees |
See which calls booked an intake call
Every call is recorded and transcribed. See which calls booked an intake call, which moved one, and which ended without a time.
Launch an AI legal assistant in three steps
Start buildingClone Law firm intake
Bring Law firm intake into your account and replace the sample firm with your name, office details and the four intake fields your attorneys approve.
Connect Clio or your calendar
Link Clio or your calendar through tools you configure, pick which fields the agent reads and writes, and forward your line to it.
Call it as a nervous new client
Book an employment intake, move it to another day, then ask if a settlement offer is fair. Read the transcripts. The free plan's agent calls are enough for a first round.
Enterprise-grade security
HIPAA compliant

SOC 2 Type 2

GDPR
Legal assistant FAQs
What is an AI legal assistant?
An AI legal assistant is a voice agent that handles legal intake on a law firm's phone line. It collects the details your firm approves, such as name, number, broad area of law and whether the caller is new, and books an intake call with your attorneys. It is AI for lawyers' phones, so drafting and research stay with your team.
How does AI legal intake work on a call?
The agent says it is an AI, saves the four fields your firm approves, and offers the intake slots your staff set aside. It books one after the caller says yes, reads back the day and time, and explains that an intake call doesn't mean the firm has taken the matter.
Can an AI legal assistant give legal advice?
No. Your firm sets that boundary, and the agent sends any question about rights, deadlines, or documents to a person.
Can an AI legal assistant decide whether the firm takes a case?
No. Your attorneys handle acceptance, conflict checks, and engagement, and the agent tells callers a booked call is an intake call.
Can an AI legal assistant connect to Clio or our calendar?
Yes. The agent connects to Clio or your calendar through tools you configure, and you choose which fields it reads and writes.
Do callers know an AI legal assistant is answering?
Yes. This agent opens by saying it is an AI assistant.
Can the agent transfer a caller to our intake staff?
Yes. Questions about rights, deadlines or documents go to your intake staff, and the staff member picks up from the notes the agent saved.
What makes a good legal AI assistant?
A good legal AI assistant knows what it won't do. On a firm's phone that means saying it's an AI, collecting only the fields you approve, refusing legal advice and sending deadline questions to a person. Check that it books from your real calendar and explains that an intake call isn't an accepted matter. Then listen to how it handles someone who keeps asking for an opinion.
What is the best AI legal assistant software?
It depends on the work, because drafting, research and phone intake are separate products. This agent covers only the phone. To judge it, call the sample law firm on this page, try to get legal advice out of it, and book an intake call. Then compare the transcript and the price per minute with LLM usage and telephony counted.
Is an AI legal assistant free?
This one isn't a free legal help line for the public. It's built for law firms and gives no legal advice. A firm can try it on the free plan, which includes $1 of agent calls a month, and pays by the minute after that. See pricing.
What should I look for in an AI legal assistant?
Start with the calendar and the transfer. It should book real slots your staff set aside, move a booking on request, and hand rights or deadline questions to a person with notes attached. Then read a transcript and work out the price per minute with LLM usage and telephony counted.
How much does an AI legal assistant cost?
The agent is $0.03 per minute of call time, so you pay for the minutes a caller spends on intake and nothing while the line is quiet. LLM usage is billed separately. A Cartesia phone number adds $0.014 per minute, or nothing if you bring your own Twilio account or SIP trunk. The free plan includes $1 of agent calls a month, so you can test the agent before you pay. See pricing.
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