
Regional Law Partners: AI Intake Automation
How we helped a Brazilian law firm automate its intake process with AI, improving response rates and client experience.
Client
Regional Law Partners (Legal Services) Global
The Challenge
A regional law firm handling personal injury and family law cases was losing leads due to slow intake response. Potential clients calling after hours got voicemail, and bilingual inquiries (English/Spanish) were handled inconsistently. The intake team spent hours on initial qualification calls that could have been automated.
Our AI-Powered Solution by Legible Marketing
We deployed AI voice agents for 24/7 intake handling in English and Spanish. The AI qualifies leads by case type, timeline, jurisdiction, and urgency, then books consultations directly into attorney calendars via Google Calendar. Spanish-speaking callers get fully native conversations. Complex cases are warm-transferred to paralegals with complete qualification notes and conversation history.
- Week 1 — SetupDefine goals, configure modules, permissions, and tracking.
- Week 2 — LaunchEnable flows, queues, and automations; run QA.
- Week 3 — OptimizeIterate scripts, routing, and reporting based on data.
- Week 4 — ScaleIncrease volume, expand channels, and standardize operations.
- - Module and permission setup
- - Automations and routing
- - Dashboards and reporting
- - Result-driven iteration
- - Approvals (copy/policies)
- - Goal and offer alignment
- - Weekly review of results
Key Results & Impact
Client Testimonial
"We capture every lead now, including Spanish speakers we used to lose. The AI qualifies them better than our old intake process."
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