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RDRecepDesk

Legal

New-client intake without giving legal advice.

Legal has the highest AI-tool adoption of any local SMB sector — 79%, growing 316% YoY. RecepDesk handles the intake, the conflict check, and the consult booking, while the policy engine enforces 'no legal advice' on every call.

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Why legal is moving fast

Adoption isn't a question anymore — speed is.

79% of firms already use AI in some form. The firms winning new-client intake are the ones whose front-line responsiveness compresses the time from 'I need a lawyer' to a booked consult.

79%

AI-adoption rate in legal — the highest among local SMBs

316%

YoY increase in legal AI tool adoption

60%

of new-client calls happen outside normal office hours

The legal agent

Trained for intake — not for advice.

Pre-seeded with a professional, measured voice persona, the intake questions your paralegals would ask, and the policy engine tuned to refuse legal advice on every turn.

Practice-area routing

Distinguishes personal injury, family, criminal defense, immigration, estate, business, and IP calls — routes to the right intake specialist or attorney.

Conflict-check intake

Captures opposing-party names and other identifiers up front so your team can run the conflict check before scheduling a consult.

Strict no-advice guardrails

The policy engine blocks any specific legal advice. Callers always hear 'an attorney will advise' — even when pressed for opinions on their case.

Consultation scheduling

Books paid or free consultations directly into your calendar with the right attorney based on practice area and availability.

Existing-client routing

Distinguishes prospective from existing clients (matter number, last-name match). Existing-client urgent calls get escalated immediately.

Multi-language intake

Native Spanish (and other languages) for immigration and PI firms — first-touch in the caller's language, no language barrier at intake.

Clio, MyCase, PracticePanther — intake lands in your matter management.

RecepDesk writes the new-client intake to your matter-management software with the full transcript, the structured intake data, and the conflict-check flags surfaced for paralegal review.

  • Matter or potential-client record created with structured intake fields
  • Opposing-party identifiers captured up front for the conflict check
  • Full call transcript attached to the matter for the attorney to review
  • Webhook-out for matter-management systems we don't yet natively integrate

Bar-rule alignment

No legal advice. No fee quotes. No engagement implied.

The legal policy preset enforces three bright lines: never provide specific legal advice, never quote a fee without attorney authorization, and never imply representation has begun. Every refusal is logged and surfaced in the dashboard.

Be the firm that picks up first — without risking a bar complaint.

Start the 14-day trial. Use the policy-engine guardrails as the safety net while your intake response times drop to zero.

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