Boosting Law Firm Efficiency with AI-Powered Intake

In the fast-paced legal world, every second counts. Attorneys need quick, accurate client information without wasting valuable time chasing down details. Traditional answering services have long been the go-to solution, but they come with high costs and inconsistent service quality. That’s where AI-driven intake solutions step in—bringing efficiency, accuracy, and cost savings to modern law firms.

Introducing AI-Powered Legal Intake

Oregon Phone Systems is excited to offer a game-changing AI intake solution designed specifically for law firms. Instead of relying on human-powered answering services, this intelligent system gathers all necessary client details—delivering a structured intake summary that integrates directly into Clio for seamless case management.

Here’s how it works:

- Calls are forwarded to the AI intake service after hours.

- The AI agent, trained in legal-specific workflows, dynamically adjusts questions based on client responses to ensure all necessary information is collected.

- Immediately after the call, a full transcription and caller details are emailed to the attorney.

- The email includes a link to a secure web portal, where the conversation is stored alongside a recording of the call.

Why AI Intake is a Better Alternative

Law firms often struggle with high costs and inconsistent service from traditional answering solutions. With our AI intake service, firms can:

- Save hundreds of dollars per month with a streamlined, automated system.

- Capture complete and structured intake details rather than just a name and number.

- Eliminate missed opportunities by ensuring no client call goes unanswered.

- Integrate seamlessly with Clio, reducing manual data entry and saving time.

Test It for Yourself. Give us a call today to setup your personalized demo.

Law firms deserve smart, cost-effective solutions that keep them ahead of the curve. Ready to transform how your firm handles client intake? Contact us today to get started!