Law firms
The first firm to answer usually gets the case.
Legal intake is a race that is decided in minutes. SetMore AI replies the moment an inquiry lands, collects what the attorney needs to triage, and books the consultation without ever assessing the case.
What's actually costing you appointments.
People with a new legal problem contact several firms at once, and the one that responds first is usually the one they retain, regardless of who was the better fit.
Inquiries arrive after an accident, an arrest, or a served notice, which means nights, weekends, and holidays, exactly when no one is at the intake desk.
Answering services take a message but cannot tell a personal injury matter from a business dispute, so the callback queue arrives unsorted and every lead is treated the same.
A paralegal doing intake by phone is a paralegal not doing billable work, and the cost of that tradeoff rises with every marketing dollar spent driving more calls.
Marketing spend on legal keywords is among the most expensive in any industry, so a lead that goes unanswered for an hour is an expensive lead thrown away.
Intake conversations drift toward legal questions the firm cannot answer before a conflict check, and an untrained responder either says too much or says nothing useful.
From first message to booked call.
- 1
Reply the minute the inquiry lands
Form fills, missed calls, and ad clicks route to your dedicated line. Someone who was just in an accident gets a reply in seconds instead of a voicemail greeting.
- 2
Never give legal advice, by design
A standing instruction keeps the AI off the question of whether someone has a case. It gathers what happened and when, and says an attorney will assess it on the consultation. That boundary is set once and holds in every thread.
- 3
Sort the matter before it reaches an attorney
It asks what kind of matter this is, when it happened or whether it is ongoing, whether they have spoken with another attorney, and whether there is a deadline. Your team sees a triaged inquiry, not a name and number.
- 4
Book the consultation against the right calendar
Once the basics are down, it offers real open times on the calendar of the attorney or intake coordinator who handles that practice area.
- 5
Keep the thread warm until the consultation happens
Consultations scheduled days out get a reminder, and inquiries that go quiet get a paced follow-up, so a matter does not quietly move to another firm.
Law firms
i was rear ended last week and the insurance company keeps calling me. do i have a case
Thanks for reaching out to Alder & Finch. I'm not able to say whether you have a case, that's what the attorney will go through with you. Can I ask what kind of matter this is, an injury claim from the collision?
yes injury, my neck has been bad since
Understood, and I'm sorry that happened. You said this was last week, is that right? And have you spoken with another attorney about it yet?
last tuesday. no you're the first
Thank you. An attorney can review the details with you directly. I have Wednesday at 11am or Thursday at 3:30pm open for a consultation. Which suits you?
Common questions before you start.
Intake is too sensitive to hand to software.
Which is why it does not practice intake. It takes four facts and books a consultation. The attorney does the assessment, the conflict check, and the engagement, exactly as now.
It might say something that creates a duty or a conflict.
A standing instruction keeps it off advice and off whether someone has a case. On anything outside its questions it says the team will follow up rather than guessing.
We already use an answering service.
An answering service takes a message. This books the consultation and tells you what kind of matter it is before anyone calls back, which is the difference between a queue and a calendar.
Our practice areas are too different to handle with one setter.
The first question it asks is which kind of matter this is, and it books against the calendar for that practice area. Different areas, different calendars, one line.
Questions about this use case.
Will it tell someone whether they have a case?
No. That boundary is set explicitly and holds in every conversation. It says an attorney will assess the matter on the consultation.
What does it collect before booking?
The kind of matter, when it happened or whether it is ongoing, whether they have spoken with another attorney, and whether a deadline is involved.
Can it route different practice areas to different attorneys?
Yes. It books against the calendar tied to the practice area the inquiry falls into.
Does it work for after-hours and weekend inquiries?
Yes, and that is where most of the value is. Legal inquiries cluster outside business hours, when competing firms are also not answering.