AI client intake for law firms
Capture every intake.
Never miss a client.
neoLEGALAi answers calls and chats 24/7, qualifies prospects, and delivers attorney-ready intakes to your firm.
Explore the platformAgentic Voice
Answers calls, asks the right questions, captures details.
Smartbot Chat
Qualifies prospects on your site, day or night.
Everything your firm needs to run leads, intake, and cases — automatically.
From first contact through qualification, scheduling, documents, and attorney review — neoLEGALAi gives firms one connected intake operating system.
27 Built-in Capabilities
Showing AI Intake capabilities
Live on your website in under an hour
Self-serve setup for Starter, Growth, and Scale plans — no engineer required. Elite Managed clients get white-glove implementation directly from the founder.
27 built-in capabilities
Never miss another after-hours call, weekend inquiry, or overflow lead. Your firm captures cases while you sleep.
Natural voice conversations that qualify matters and capture clean details for your attorneys to review.
Branded website widget that runs your firm's guided intake sequence end-to-end — then keeps digging with adaptive follow-up questions until the file is complete.
Once the matter type is known, the AI picks a practice-area fact checklist — Personal Injury, Family Law, Criminal Defense, Workers' Compensation — and asks follow-ups one at a time until every fact is answered or declined.
Each lead stores practice area, labeled facts (treatment status, fault, police report number, insurers, bond status, next court date, comp carrier), and an explicit "still missing" list so attorneys see the gaps.
Rules-based screening flags viable matters and filters out non-cases before they hit your inbox.
Request, receive, and file client documents automatically into each matter — with 5–100 GB storage per plan.
English and Spanish ship standard; add more on request.
More cases. Less overhead.
Faster response times.
The operational advantages firms care about most — faster intake, better-qualified opportunities, less repetitive work, and a more responsive client experience.
Security built for law firms
Protection isn't an add-on. neoLEGALAi is designed around encrypted communications, controlled access, protected client data, and traceable activity from the first intake forward.
- Data protection
- Access control
- Traceability
Select a layer to see how it protects an intake.
- Encryption in transit
- Encryption at rest
- Role-based permissions
- Audit history
- Two-factor authentication
- Secure document access
Security should be part of the architecture — not a checkbox added later.
neoLEGALAi applies protection throughout intake, communication, document handling, access control, and firm workflow.
Start lean. Scale when you're ready.
Every plan includes the core neoLEGALAi intake platform. Choose the capacity and firm controls that fit your practice today — upgrade as your firm grows.
No setup fee • No long-term contract • Upgrade or downgrade anytime
Monthly billing • Cancel anytime
Everything you need to put AI intake to work.
- 1 attorney seat
- 300 AI conversations / month
- 5 GB document storage
- 1 practice area
- Branded Smartbot intake
- Attorney dashboard + lead pipeline
- Document collection
- CRM webhook sync
- Client portal for document requests
- Clio case-management sync (Filevine & Smokeball coming soon)
- Email notifications on every new lead
- Florida & Michigan Bar-compliant intake rails
- Standard email support
More capacity. More automation. More control.
- Everything in Starter
- Up to 8 team seats
- 1,000 AI conversations / month
- 20 GB document storage
- Unlimited practice areas
- Multilingual intake (EN + ES)
- Team collaboration + assignment routing
- Advanced analytics
- Role-based access for every seat
- Conversion reporting across intake sources
- Referral routing workflows
- Priority email + chat support
Maximum capacity for firms running serious intake volume.
- Everything in Growth
- Unlimited team seats
- 3,000 AI conversations / month
- 50 GB document storage
- REST API access
- Custom qualification rules
- Custom intake subdomain
- Priority support with SLA
- Custom qualification rules per practice area
- Custom subdomain (intake.yourfirm.com)
- Guided onboarding call
- Custom integration support
Not sure which plan fits?
Start with the plan that matches your firm today. You can change plans as your intake volume grows.
Software only — neoLEGALAi is not a law firm and does not provide legal advice. All plans include Florida and Michigan Bar-compliant intake rails and row-level data isolation.
Video Hub
See neoLEGALAi in action.
Product demos, AI voice and smartbot intake walkthroughs, security explainers, and neoMATTER previews — all in one place.