From Call to Consultation: How AI Streamlines Phone Intake for Law Firms
Why Traditional Phone Intake Is Costing You Clients
When someone calls your law firm, they’re not just looking for legal help—they’re judging your responsiveness.
And in most firms, the process looks like this:
A call comes in, but no one answers.
It goes to voicemail.
The prospect hangs up or moves on.
Even when someone answers, follow-up tasks like booking or form collection create friction.
This is where AI-powered phone intake steps in—and Vix makes it incredibly easy to launch.
How AI Automates the Path From First Call to Booked Consultation
With Vix’s AI Agent for Voice, your firm can handle every part of the intake process, 24/7, with no human required—just AI that sounds natural, acts fast, and gets results.
1. Call Is Answered Instantly—Every Time
No more missed calls or voicemail.
Your AI voice agent picks up immediately, introducing your firm with a custom greeting.
Available after hours, weekends, holidays—any time you can’t answer yourself.
Never puts leads on hold or makes them wait for a call back.
2. Smart Questions Qualify the Caller
The AI asks questions to identify case type, urgency, and availability.
Custom branching logic tailors the intake flow (e.g., different paths for criminal vs. family law).
Captures all contact details and logs the conversation for easy follow-up.
AI screening ensures only qualified leads get passed to your staff.
3. Immediate Booking Options
If the lead is qualified, the AI offers them available times pulled directly from your calendar.
Bookings happen during the call—no phone tag or email chasing needed.
Automatic confirmation sent via SMS or email once the consult is scheduled.
Can also route urgent cases to a live staff member when necessary.
4. Follow-Up Handled by SMS and Email Agents
After the call, the AI agent sends a confirmation text and/or email with next steps.
Reminders are sent 24 hours and 1 hour before the consultation to reduce no-shows.
Forms or pre-consult documents can be sent via AI email—fully automated.
If no booking occurs, the AI agent follows up via SMS or email on a set delay.
5. Everything Runs on Vix’s No-Code Platform
Launch your intake agent in less than an hour using drag-and-drop tools—no developers needed.
Customize the AI voice script, routing rules, or booking logic in real time.
Track all calls, conversions, and follow-ups from one unified dashboard.
Pair voice intake with chatbot, email, and SMS agents to cover every channel.
No expensive call centers. No staff burnout. Just smart automation.
Why Law Firms Are Switching to Vix
Easy to deploy AI Agent—live the same day you sign up
Designed for AI support for SMBs, especially law firms
No-code setup that any office admin or intake coordinator can manage
Supports your entire intake pipeline—across phone, chat, email, and SMS
Built to convert leads faster, without increasing headcount
Proven Results From Firms Using Vix
2–3x more consults booked
70–90% fewer missed calls
50%+ reduction in intake-related admin time
Higher close rates and happier clients
Better data tracking across all channels
From Call to Client—Faster Than Ever
Stop letting leads fall through the cracks. With Vix, your AI voice system handles intake better than a human ever could—at a fraction of the cost.
Contact Vix today to talk with a rep and launch your first AI voice agent.
It’s easy. It’s fast. It’s the future of legal intake.
