Case Study: “Legal Lines: Implement Artificial Intelligence (IAI) Brings AI Voice Assistants to Client Intake & Scheduling at a Law Firm”

Client Situation

Bright Bankruptcy Attorneys, a regional law firm specializing in personal injury, estate planning, and employment law, often receives a flood of inbound calls from potential clients. Their paralegals and intake staff spend many hours handling repetitive queries, screening leads, scheduling consultations, and collecting basic information.

Pain Points

  • Many calls come during non-business hours, and voicemails often go unreturned.
  • Paralegals waste time scheduling and rescheduling consultations.
  • New client screening (severity, case type, urgency) requires staff to manually qualify leads.
  • Some clients hang up if they don’t get immediate attention — lost opportunities for the firm.

Implement Artificial Intelligence’s Solution

  • We built a 24/7 AI voice assistant to serve as the firm’s “front desk”: answering inbound calls any time, screening for case type (“injury, employment, estate”), and collecting caller details.
  • The AI captures key data: name, phone/email, a short description of the legal issue, whether there’s urgency (e.g., “I need xyz”), etc.
  • It proposes available consultation slots by integrating with the firms case management system, and lets callers book appointments in real time.
  • If the caller expresses an urgent needs or asks to speak to someone, the AI escalates the call to a live paralegal or attorney,  passing along the collected context.
  • After scheduling, the AI sends a follow-up confirmation via text or email, and reminders to reduce no-shows.

Results & Business Impact

  • Consultation bookings from inbound calls increased by about 25%, especially because prospects calling after hours were no longer lost.
  • Paralegals reported a 40% drop in intake-related administrative work, freeing them for more meaningful tasks.
  • Lawyers spent less time chasing down leads, improving their billable hours.
  • Client satisfaction during the intake phase went up — callers appreciated immediate responses and easy scheduling.
  • The firm has already begun scaling the AI system to other locations, confident in its ROI.

Key Takeaways

  • AI-driven intake must be carefully scripted: legal conversations are sensitive, and the AI must ask the right questions in a respectful, non-invasive way.
  • Integration with the case management system is critical to ensure scheduling is accurate and collected data flows into client records.
  • Escalation logic (human hand-off) must be robust to catch urgent or complex cases.
  • Regular review of transcripts helps refine the AI’s understanding, tone, and decision-making.

Impact from Implement Artificial Intelligence

Implement Artificial Intelligence empowered Bright & Co. to:

  • Increase lead conversion and consultations
  • Save internal staff time on routine intake tasks
  • Provide better, more consistent accessibility to potential clients
  • Strengthen the firm’s competitive edge by being more responsive and client-centric
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