Legal Intake
Explain services and capture new-client details — general info, not legal advice.
Legal Intake: a DiAgent AI employee that works inside your own tools. Set up in minutes, nothing to install.
Legal Intake: what it does
An intake assistant for law firms. It explains practice areas, answers process and fee questions, and collects new-client details (matter type, parties, dates, summary, contact) to route to an attorney — without giving legal advice.
Tasks it can carry out
- Add a CRM contact
- Log a CRM activity
- Check calendar availability
- Book a calendar event
- Create a page
Example questions
- What types of cases do you handle?
- How much is a consultation?
- How do I become a client?
You set it up afterwards; everything can be changed.
Similar employees
- Legal Intake & Triage — Intake legal requests, handle NDAs and route each matter to the right area.
- Privacy & Data Protection — Answer privacy questions, handle data-subject requests and triage DPAs.
- Compliance — Answer compliance questions, maintain policies and run checklists and attestations.
- Contracts & CLM — Draft and review contracts, track the lifecycle and stay ahead of renewals.