Client intake automation for law firms.
UnderOath.ai automates law firm intake end to end: every inquiry gets a real reply in minutes — including missed calls, web forms and after-hours email — with qualification, scheduling and follow-up handled inside the systems the firm already uses, and a person on anything substantive.
An inquiry that waits is an inquiry that retains elsewhere.
Missed calls
A missed call after five becomes a client who has already retained someone else. Follow-up goes out right away, every time.
Slow first replies
Inquiries get a real response in minutes, on Friday afternoons included — not when someone next checks the inbox.
Unqualified leads
Questionnaires and routing separate the matters the firm wants from the ones it does not, before an attorney spends an hour finding out.
What firms ask about intake automation.
What does client intake automation cover?
Automated lead response, intake questionnaires, consultation scheduling, missed-call follow-up, and lead qualification and routing. Every inquiry is answered the same way, in minutes, whether or not someone is at the desk.
How does missed-call follow-up work?
When a call goes unanswered, the system follows up with the caller right away — so a missed call after five does not become a client who has already retained someone else. Responses use only pre-approved categories; anything substantive is reviewed by a person.
Will clients get AI-written legal advice?
No. Automated messages are limited to narrow, pre-approved categories the firm chooses — acknowledgements and scheduling confirmations. Substantive communication is always reviewed by a person before it goes out.
Does this replace our intake staff?
No. It removes the repetitive steps between an inquiry and a signed matter so staff handle the conversations that need a person. People keep the judgement calls.
What software does it work with?
The practice management, email and phone systems the firm already runs. UnderOath.ai configures workflows on top of existing systems rather than moving the firm onto new ones.
Book the free AI Operations Audit.
Interviews and workflow mapping, ending in a written plan the firm keeps either way.
Book a free operations audit