Industries · Legal
AI Intake and Follow-Up for Law Firms
Answer and qualify every potential client, book consultations and follow up consistently, with compliant intake handling.
7-day free trial · 3 hours of calling · Set up in minutes
“Thanks for calling Hale & Moreno. I can help get you a consultation. Can you tell me a little about what happened?”
The problem
Where Pipeline Leaks Today
Missed calls are missed cases
Potential clients call the next firm if nobody answers.
Intake takes attorney time
Screening unqualified matters slows the whole team.
Follow-up is inconsistent
Leads that don’t book right away are rarely called again.
The playbook
How Legal Teams Use AI Sale Agent
Run any of these as its own campaign, with its own agent and script.
Intake screening
Ask your qualifying questions and capture the details.
Consultation booking
Put qualified matters on an attorney’s calendar.
After-hours answering
Every call answered, including evenings and weekends.
Lead nurture
Follow up with people who weren’t ready to book.
How it works
Live in Under 12 Minutes
Connect Your Stack
Sync your CRM and phone system, or upload a CSV.
Brief Your Agent
Write the legal playbook in plain language.
Launch and Book
Outcomes and meetings land on the board and in your CRM.
Safeguards for legal
Built for the Rules You Work Under
- Compliant intake handling
- Encrypted call records
- Audit-ready reporting
Industry regulations
Regulated-Market Ready. By Design.
Financial services, healthcare, insurance and legal teams run on AI Sale Agent because compliance is built into every call, not bolted on after.
- Encrypted calls, recordings and transcripts
- Role-based access for every team member
- DNC screening before a single dial
- Audit-ready logs and disclosure checks
SOC 2 Ready
Security controls in place
HIPAA Ready
Built for healthcare data
GDPR Ready
EU data protection
ISO 27001 Ready
InfoSec management
Customer reviews
Teams Like Yours
Rated 5 out of 5
“The biggest surprise wasn't how human the conversations sounded, it was how quickly our team trusted the platform enough to make it part of the daily sales process.”
VP of Sales, Technology CompanyVerified CustomerRated 5 out of 5
“Instead of hiring more reps, we launched specialized agents for different customer segments. Our managers now spend their time coaching closers instead of reviewing call logs.”
Director of Revenue Operations, Healthcare OrganizationVerified CustomerRated 4 out of 5
“CRM updates became invisible. Everything just appeared exactly where it belonged.”
Head of Business Development, Professional ServicesVerified CustomerMore industries