What is Legal Intake?
Legal intake is the structured process by which a law firm evaluates and onboards a potential new client — capturing the nature of the matter, checking for conflicts of interest, screening for jurisdiction and statute of limitations, assessing case merit, and booking the initial consultation. Because intake quality directly determines which matters a firm takes on, most firms want it handled consistently and confidentially, 24/7. How Keres AI handles it: Remi asks your intake and conflict-check questions and books the consultation; it never gives legal advice, and your staff clear conflicts.
The stakes of missed legal intake calls
Most people searching for a lawyer call multiple firms and hire the first one that picks up and sounds competent. A missed intake call after hours or while your paralegal is tied up doesn't just lose a client — it hands a potentially high-value contingency case to a competitor. An AI receptionist answers every inquiry instantly, runs your conflict-screening questions, and books the consultation before the caller moves on.
Conflict screening in AI legal intake
Before booking a consultation, good legal intake screens for conflicts of interest — capturing adverse party names, matter type, and any existing relationships with the firm. Keres asks the conflict-check questions you configure and flags potential conflicts to your staff for review before confirming the booking, protecting the firm from inadvertent representation. To put a number on intake speed, try the legal intake ROI calculator.
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Questions
Legal Intake — FAQ
Can AI handle conflict screening for a law firm?
It can collect what a conflict check needs. Keres asks your configured conflict-check questions and captures opposing party names and matter type, then passes them to your team to run the check against your matter list; the AI never clears a conflict itself.
Is AI legal intake confidential?
Keres never uses intake data to train third-party AI models and limits access to the people who run your account. It does not hold a SOC 2 report; raise specific confidentiality requirements before you sign.
What practice areas work well with AI intake?
Personal injury, family law, criminal defense, immigration, estate planning, and employment law all have structured intake processes that AI handles well — capturing the matter details and qualifying the caller before booking.
See Legal Intake working live
Book a free 30-minute call and hear Remi, Keres AI’s AI receptionist, answer, qualify and book a call.
See AI legal intakeLast updated · Reviewed by the Keres AI team