For law firms & solo attorneys
Every caller deservesa careful first answer.
When a potential client reaches voicemail, the next step gets harder. Isabel answers when your attorneys are in court, in consults, or done for the day — then captures organized intake, sorts the matter by practice area, and uses your approved disclaimer language.
Chapter I · The loss
The cost of one unanswered intake.
Illustrative, not customer data: voicemail hurts most when a caller is stressed and looking for a clear next step.
Figure 01
After hours
family, injury, immigration, estate, and criminal-defense calls often arrive outside the neat window your front desk is staffed.
The caller's urgency does not follow your consult calendar.
Figure 02
First response
a prospect comparing firms is easier to keep engaged when the call is answered, screened, and assigned promptly.
Your intake process is part of the service experience before a lawyer ever speaks.
Figure 03
Conflicts
missing basic adverse-party details early can waste attorney time on calls your firm cannot take.
Isabel captures conflict-check pre-screen details for your team; your firm decides conflicts.
Chapter II · How it works
How Isabel works for legal intake.
The goal is not to replace legal judgment. The goal is to answer, organize, and get callers to the right next step before the window closes.
01
Isabel answers with your intake guardrails.
Isabel greets callers with your approved language, states that intake is not legal advice and does not establish representation unless your firm accepts the matter, then moves into the intake questions you approve.
02
Isabel sorts by practice area.
Family law, estate planning, business, employment, immigration, criminal defense, personal injury — Isabel asks enough to send the call to the right queue, consult type, or callback owner.
03
Isabel captures conflict-check pre-screen details.
Caller name, opposing party names, company names, jurisdiction, and matter category are captured in the summary so your staff can run the real conflict check before an attorney consult proceeds.
04
Isabel books or escalates the next step.
For eligible inquiries, Isabel checks availability and creates a Google Calendar or Acuity booking, or a Calendly booking link, depending on the calendar you connect. Urgent deadlines, court dates, or out-of-scope matters can be sent to your on-call or manual review process.
Chapter III · A sample call
A consultation request,screened before it books.
An illustrative after-hours call. Isabel gathers the facts your team needs without advising the caller on what to do.
Sample Legal Group · Inbound · Wednesday
3:38
- 6:18 pmCallerHi, I need to talk to an attorney about a non-compete my former employer just sent me.
- 6:18 pmIsabelYou've reached Sample Legal Group. I can help with intake and scheduling, but I am not a lawyer and this call is not legal advice or a representation agreement. Is this about employment or a business dispute?
- 6:19 pmCallerEmployment, I think. My old company is Arcwood Systems.
- 6:19 pmIsabelThank you. I'll note Arcwood Systems for the firm's conflict-check pre-screen. What is your full name, and is there any deadline or court date already scheduled?
- 6:20 pmCallerI'm Priya Shah. No court date, but they gave me ten days to respond.
- 6:20 pmIsabelUnderstood. The employment team has consultation openings tomorrow at 11:30am or Friday at 2:00pm. The firm will review conflicts before confirming. Which time works better?
- 6:21 pmCallerTomorrow at 11:30.
- 6:21 pmIsabelI'll hold that consult request and send the details to the intake team for conflict review. What is the best email for the confirmation and document-upload instructions?
Outcome · Employment matter sorted, opposing-party detail captured for conflict-check pre-screen, consult request held on the connected calendar, and no legal advice given.
Chapter IV · What Isabel handles
Built for the front desk of a firm.
Isabel handles the repeatable intake work so staff can focus on the calls that need human judgment.
- 01
New consultation intake by practice area
- 02
Conflict-check pre-screen detail capture for firm review
- 03
Consult booking in Google Calendar or Acuity, plus Calendly booking-link support
- 04
Court-date, deadline, and urgency flags sent to your team
- 05
Existing-client callbacks separated from new-client intake
- 06
Fee, location, parking, and document-prep answers from your business details
- 07
Out-of-jurisdiction and out-of-scope call capture
- 08
Zapier connection to your client list, intake tracker, or case-management queue
- 09
Call notes and summaries in the dashboard
Chapter V · The terms
Plans for law firm intake.
Two tiers for legal teams. Month-to-month or annual. Cancel any time.
Solo Firm
Billed monthly
For solo attorneys and small practices with one intake line.
- 200 minutes per month
- Practice-area intake questions
- Google Calendar and Acuity booking, plus Calendly booking links
- Conflict-check pre-screen summary fields
- Call notes and summaries in the dashboard
Firm
Billed monthly
For teams handling calls across multiple attorneys or practice areas.
- 1,000 minutes per month
- Everything in Solo Firm
- Practice-area and attorney follow-up rules
- Zapier connection for intake and client-list follow-up
- Onboarding help for intake questions and follow-up
Chapter VI · FAQ
Questions firms ask first.
Clear boundaries matter in legal intake. Isabel is designed for receptionist-level capture, not legal judgment.
No. Isabel can answer administrative questions from your business details, collect intake facts, and schedule a consult. Isabel does not advise callers on their rights, strategy, likelihood of success, deadlines, or what they should do next.
Epilogue
The next qualified inquiryshould not hit voicemail.
Start with a real intake number, train Isabel on your practice areas and disclaimers, and test the call flow before your next after-hours inquiry.