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AI RECEPTION & INTAKE FOR LAW FIRMS

Your next client
is calling.
Be there.

caly answers your calls, qualifies enquiries, and saves every lead’s details to your firm’s CRM/CSM. Every call is logged. By the end of the call, the agent books a consultation or connects the caller to a real lawyer.

Request a demoMeet your AI receptionist

Every lead saved. Every call logged. Every next step handled.

THE FIRST HELLO, HANDLED.Illustrative workflow
calyAI intake assistant
Listening

caly

“I can help with that. Could you tell me a little about what happened?”

CALLER

“I was in a car accident last week, and I’d like to speak to someone.”

Intake summaryReady for review
Name
Alex Morgan
Accident type
Rear-end collision
Date
1 September 2026
Whose fault
Other driver (reported)
Estimated compensation value
€8,500 · indicative
Qualification result
Meets intake criteria
Lead saved to CRM/CSM · Call logged

Illustrative personal injury lead · Fictional details

Built for law firmsEvery lead in your CRM/CSMConsultations bookedLive lawyer transfers

THE INTAKE GAP

Opportunity calls.
Too often, nobody answers.

A great first impression starts before the first consultation. Research shows just how often that moment is missed.

Study context: Clio / Lux secret-shopping study of 500 law firms, June–July 2024. These figures describe the firms studied, not the percentage of all calls missed or results achieved with caly.

BUILT FOR LAW FIRMS

From a ringing phone
to a case ready for review.

One connected intake flow. A warm welcome, the facts that matter, and a next step—all recorded in your firm’s systems.

01ANSWER

Always-on
AI reception

Give callers a professional welcome, around the clock. caly starts the conversation when your team is busy or away.

Ready for the next hello
Office hoursEveningsWeekends
02UNDERSTAND

Case-fit screening &
compensation estimates

Ask your firm’s intake questions, check the initial criteria, and capture an indicative compensation estimate for your lawyers to review.

SAMPLE · PERSONAL INJURY
Incident & contact detailsCaptured
Indicative compensation€8,500
Meets your intake criteria
03CONNECT

A consultation.
Or a lawyer on the line.

Before the call ends, caly books an available consultation or transfers the caller to a real lawyer with the intake context.

Consultation bookedAdded to your calendar
OR
Lawyer connectedIntake context included

YOUR CRM/CSM, ALWAYS IN THE LOOP

Every lead saved.
Every call logged.

Contact details, case facts, screening results and the next step go straight into your firm’s CRM/CSM. Your team picks up with the full context.

Alex MorganPersonal injury · Sample lead
Saved to CRM/CSM
  1. Lead record createdContact and accident details capturedSaved
  2. Intake result addedCriteria checked · Indicative value recordedSaved
  3. Call outcome loggedSummary and consultation details attachedLogged

Illustrative workflow with fictional data. Booking and transfers follow your firm’s rules and team availability.

Your team keeps the judgment. caly handles initial intake. Legal advice, compensation assessments and decisions about accepting a case stay with your lawyers.

YOUR PRACTICE. YOUR PLAYBOOK.

A voice for
every kind of firm.

Your reception should sound like you. We tailor the greeting, questions and routing to your practice areas, team and preferred next steps.

Personal injuryEmploymentImmigrationFamily lawGeneral practice

Workflows are configured for each firm. Integrations and availability are agreed during setup.

MADE TO FIT YOUR LAW FIRM

Your intake.
Fully connected.

From the greeting to the handoff, caly follows the way your firm works.

  • Your practice areas and qualification criteria
  • Your CRM/CSM and calendar
  • Your lawyers and transfer rules
Configured around your team

LET’S TALK ABOUT YOUR FIRST HELLO.

More time for clients.
Less time on intake.

See what an AI receptionist could look like for your firm.

Request a demo
annakuzn09@gmail.comConnect with our founder on LinkedIn