AI Voice Agent for Law Firms

Law-firm intake is a known weak link. The receptionist takes calls between welcoming clients in the lobby; an attorney is in court; a partner is on a deposition; the after-hours emergency call goes to voicemail and the next firm on the search results page wins the matter. Intake-quality is also uneven — different receptionists ask different questions, conflict checks get skipped, follow-up is inconsistent.

Open's AI standardizes intake while expanding coverage. It picks up every inbound call in under two seconds, runs the intake script you've drafted (matter type, jurisdiction, dates, opposing parties, basic facts, deadlines), captures the conflict-check questions, and books the consultation on the right attorney's calendar. It does this 24/7 — including the after-hours emergency calls that decide which firm gets the case.

Unauthorized-practice rules drive what the AI does and does not do. It collects facts; it does not opine on outcomes, give legal advice, or quote retainers without your sign-off. For matters requiring counsel, it warm-transfers to a licensed attorney with the live transcript and the matter details already attached. The intake script can include the standard "this conversation does not create an attorney-client relationship" disclosure as the AI's first line.

Practice management integrations (Clio, PracticePanther, MyCase, Filevine, SmartAdvocate, Litify on Salesforce) capture every intake as a structured record — matter, parties, contacts, conflict-check answers, scheduled consultation. The intake form your firm has been emailing back and forth becomes a live API call.

Privilege and confidentiality matter. Open supports configurable recording (some firms record nothing; some record only the post-engagement portion), encryption end-to-end, retention rules per agent, and PII redaction. Multi-language support helps firms serving immigrant communities run intake in the client's language without an interpreter.