Will my callers know it's AI?

Receptiva answers in your firm's name and discloses it's an AI assistant, as the bar requires — warmly, in two seconds, then gets to work. Callers never hear the name “Receptiva.”

What if it can't handle a call?

It warm-transfers to your attorney or takes a complete message and emails you immediately. No lead is ever dropped.

How fast can we go live?

Days, not weeks. There's no phone system to replace — we simply forward your existing line, configure your intake, and you're answering.

Does it really work in Spanish?

Yes — it's built Spanish-first, runs a full intake in Spanish, and routes Spanish callers to a Spanish-speaking attorney when you have one. Try the EN/ES toggle at the top of this page.

What does it cost after the founding-partner period?

After your first 3 months at $99/mo, you convert to whichever plan fits — most firms choose Standard ($399/mo, 500 minutes). It's flat-rate, month-to-month, and you can change or cancel anytime.

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Guide

AI intake for law firms: a practical guide (2026)

Updated June 2026

"Intake" is the moment a potential client first reaches your firm — and it's where most firms quietly lose cases. AI intake means an AI agent answers the call, runs your real intake questions, qualifies the lead, and records everything into your systems. Done well, it turns your phone from your weakest link into your most reliable one.

What a good legal intake actually captures

Caller identity and best callback number, plus referral source.
Matter-specific facts — for PI: injury type, date, treatment status, fault/liability, and insurance.
Urgency flags (e.g. statute-of-limitations risk) so hot leads get escalated.
Conflict and spam screening against your existing clients.
A clean, structured summary plus the call recording.

How AI intake works end to end

A good AI intake agent answers in two rings, discloses that it's an AI assistant (as bar rules require), and runs your call flow in English or Spanish. It warm-transfers serious cases to an attorney, books consults, and writes a structured matter, contact, recording, and summary into your case-management system within seconds — then emails your team a summary.

The result is consistency: the same thorough intake on every call, day or night, with a record you can review and improve.

Compliance and disclosure

Reputable AI intake discloses that the caller is speaking with an AI assistant, in your firm's name, within the first couple of seconds — consistent with guidance like ABA Formal Opinion 512 on generative AI. Calls are recorded and transcribed, and data should be handled under appropriate agreements (BAA/DPA) as your firm requires.

Rolling it out without disrupting your firm

The lowest-risk path is to forward your existing number (or just your after-hours/overflow line) to the AI agent, validate the intake quality for a week, then expand. There's no phone system to replace, so most firms are live in days.

FAQ

What is AI intake for a law firm?

AI intake is software that answers your firm's calls, runs your real intake questions, qualifies the caller, and records a structured matter into your CRM — automatically and 24/7. For PI firms, Receptiva does this in English and Spanish and syncs to Clio in seconds.

Is AI intake compliant for lawyers?

Used responsibly, yes. The AI should disclose that it's an AI assistant (per guidance like ABA Opinion 512), record and transcribe calls, and handle data under appropriate agreements. Receptiva builds the disclosure into the greeting.

Does AI intake replace my paralegal or receptionist?

It handles the repetitive first-touch intake and after-hours coverage so your team focuses on signed cases. Hot leads are still warm-transferred to a human attorney.

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