Top AI tools for automating law firm sales and intake workflows
AI calling agents for attorney firms have been made to create connections between attorneys and potential clients, assess leads, and set up appointments for consultations.
Olivia AI is a voice agent developed by Pete & Gabi that utilizes voice AI technology to produce, analyze, and convert legal leads.
Smarter Follow-Ups Start With AI
How can AI help law firms get more clients?
As businesses increasingly adopt AI, it is important to acknowledge that intake of automation depends heavily on the use of voice bots. AI tools are able to perform initial contact with potential clients and convince them to make a decision about hiring a lawyer.
The basic features of the best legal AI agents are:
- Provide immediate answers to the questions posed by prospective customers
- Reach out to newcomers automatically through AI systems
- Assess the prospects in real-time phone calls with AI technology
- Referring qualified leads to the law firms right away
The follow-up time when using AI technology is much less than for a typical law firm.
Engagement Rate of Prospects that Respond
Reduction in Time to Manually Follow Up
In Total Annual Revenue Recovered
AI agents for personalized cold outreach calls
AI Calling Agents Built for Legal Teams
What can AI agents do for legal practices?
AI agents are making the most of their power by creating modules capable of recognizing speech, processing language, and combining speech technology. Thus, the agents can proceed with the calling process, eliminating the need for any manual connection.
Initiate discussions with new prospective clients
Carry on conversations with callers all day long
Control all conversations from a single centralized platform
Integrate transcriptions of conversations without any difficulties
Summarize calls with required details and qualification stage
Give the action tips on the go
Bypass manual setting to start
Olivia AI helps legal firms to perform the following:
Technology
How can attorneys use AI to automate client intake?
By using voice technology, AI calling agents deliver a modern solution for the lawyers for a personalized experience every time they call. Olivia AI helps the legal firms to conduct inbound and outbound communications without employing any specialists.
Sounds like a person being called
Utilizes a complete background of the client’s contact
Handles customer objections in real time
Gets important information from CRM system
Key features of Olivia AI for lawyers include:
Simple Setup
How can AI qualify prospective clients before an attorney speaks with them?
AI agents retrieve information from your Customer Relationship Management (CRM) platform to customize interactions, assess leads, and save all meetings in the system.
Make every conversation count
Speak to our Expert
Hello! I'm Clancy Ryan, Head of AI
I guide the training and optimization of Olivia AI, including objection handling and real-time conversations at scale. Curious how your firm could grow revenue with an AI voice agent?
Never Miss a New Client Call Again
Why AI Sales Agents for Legal Intake and Consultation Follow-Ups
The performance of AI tools can be defined by how they grow and reactivate leads, as opposed to many law offices.
Olivia AI is teaching firms how they can get some results from their intake cycle.
+1.5X
AI vs Manual Calling Customers Acquired
+40%
Conversion to Customer
-20%
Churn reduced
+20%
Revenue from Up-sells/Cross-Sells/Promotional
Source: Olivia AI deployment data from Pete & Gabi enterprise use cases.
Features
How can legal practice automate consultation scheduling with AI?
AI agents can address all the steps of the client intake while requiring no extra staff.
The advantages of Olivia AI are as follows:
- Make 100 calls at the same time
- Form scripts from the database
- Qualify leads and send them to the proper lawyer
- Make recordings of all calls
- Give information about practice areas during the talks
- Bring inactive and frozen leads back to life via marketing campaigns
- Have an opportunity to use it without signing any contracts
AI Legal Agent Use Cases
How can lawyers stop missing potential client calls?
Law offices are employing the use of AI to make the evaluation of potential clients easier. AI uses information from their CRM system to analyze the type of case, urgency, and intention.
Automated scoring of inquiries if potential clients
Outreach efforts with messages about consultations and case updates
Evaluating the urgency and intention of replies and forwarding them accordingly
Reactivation of inactive customers through calls
Arranging an appointment of potential clients who qualify
Answering the most frequently asked questions of customers regarding services and types of cases
Common uses of legal intake technology are the following:
Integrations
Can AI agents route calls to the right attorney or legal department?
AI voice agents interact with your CRM or practice management software to upload the information about incoming calls, results of calls and schedules.
Salesforce
HubSpot
Zoho CRM
Pipedrive
Email & SMS Scheduling
MyCase
REST API
AI Voice Agents for Modern Businesses
Automate Conversations with Olivia AI
Industries
What are the best AI agents for legal services?
AI agents assure compliance in every step of the process, making the whole process effective.
Personal Injury
AI agents enable personal injury organizations to pre-qualify their callers, schedule meetings, and conduct automated follow-ups.
Family Law
AI allows family law practices to qualify their prospective clients quickly regarding sensitive inquiries that are time sensitive as well.
Criminal Defense
AI assists criminal defense in responding to urgent calls, screening the details of the case, and forwarding the case to the right lawyer.
Immigration Law
AI allows you to reach potential clients and answer their status questions from the distance and at scale.
Estate Planning
AI helps with the follow-ups from potential clients as well as with the scheduling of the consultations regarding wills and trust.
Bankruptcy Law
AI allows gathering answers to intake and eligibility queries easily without engaging anyone but AI.
Employment Law
AI assists employment law offices in pre-qualifying their callers, answering their intake questions, and scheduling appointments.
Corporate & Business Law
AI assists in confirming the details of consultation in case of onboarding clients and answering the common questions.
Mass Tort & Class
Communicate with your claimants effectively and easily arrange the intake calls with the help of AI.
Real Estate Law
You can carry out the outreach processes in the real estate law practice using AI by contacting leads and qualifying inquiries through automated messages.
Workers' Compensation
Make processing easier for your intake department. AI can assist your team with responding to the claimants and arranging calls.
International & Cross-Border Legal Services
AI can also be used for verification of clients located abroad and solutions to cross-border queries.
Built for Inbound & Outbound Calls
DEPLOY HUMAN-LIKE
AI CALLING WITH OLIVIA AI
Revenue Outcomes That Count
How can AI help attorneys respond to new inquiries 24/7?
AI agents help callers find legal services by providing customized responses, immediate qualification, and intelligent follow-ups.
How Olivia AI Converted 5,244 Calls into 65 Appointments
2 days ago
How Olivia AI Engaged 1,092 Calls and Delivered 35 Qualified Transfers for Home Inspection Company
2 days ago
FREQUENTLY ASKED QUESTIONS
Which AI agents follow up with prospective clients who don't respond?
Various AI agents can touch base with those who haven’t been active and re-established communication.
Olivia AI uses its already existing conversation history to reconnect with customers and arrange an appointment by itself.
How can AI answer calls for an attorney's office when staff are busy?
AI voice agents pick up the phone immediately and respond to frequently asked questions while collecting information about the caller.
Olivia AI communicates with customers just like a human being would, which is how they can discover clients’ needs.
How can AI prioritize the most valuable prospects for lawyers?
Typically, AI systems analyze leads regarding criteria such as engagement and urgency.
Olivia AI ranks lead in the course of a phone call and directs suitable prospects to lawyers.
Which AI agent handle new client calls for legal professionals?
Innovative AI voice technology can take care of calls with questions about one’s case, questions about qualifications, booking appointments, and following up.
Olivia AI helps lawyers make the most inbound calls by qualifying leads and setting appointments in a way that guarantees fast response times to all callers.
How can AI reduce the workload on legal intake and reception teams?
AI technology is able to sort through calls and take relevant information.
Olivia AI simplifies the client’s intake process and makes consultations possible.
Automate Every Client Conversation
Ready to Scale Your Legal Practice's Client Outreach with AI?
By leveraging good AI technologies, you will have no problem contacting potential clients. You can call back the “lost” leads for which you could not get clients in the past.
