Law firm using AI for client intake and document workflows

    AI for Law Firms

    AI automation for law firms in Houston — and any small firm losing intake to voicemail.

    Talos helps solo and small law firms answer every call, qualify every lead, automate intake, and clear document workflows — without adding paralegal hours.

    Built for firms that live and die on intake

    Personal injury

    Speed-to-lead is the entire game — and competitors answer faster than you do.

    Family law

    Emotional callers need a calm, consistent first touch any hour of the day.

    Immigration

    High inbound volume in multiple languages, often after hours.

    Estate, business, and small civil

    Lower volume but every signed client matters — no missed call is acceptable.

    What we automate for firms

    24/7 intake voice agent

    Answer every call, screen for conflicts, capture facts, and book consults — even at 2 a.m.

    Lead follow-up

    Personalized email + SMS follow-up sequences for every prospect, until they sign or opt out.

    CRM & matter setup

    Auto-create matters, contacts, and tasks in Clio, MyCase, PracticePanther, and similar.

    Document collection

    Automated client intake forms, e-signatures, and document follow-up.

    Conflict checks & triage

    Run preliminary checks before a paralegal ever touches the file.

    Reporting & deadlines

    Daily digests on new matters, deadlines, and aged tasks delivered to attorneys.

    Before vs after Talos

    Typical firm intake today

    • Calls outside business hours go to voicemail and rarely call back
    • First substantive contact with a lead happens hours or days later
    • Paralegals spend half their day on data entry instead of cases
    • Leads sit unworked because nobody has time to follow up

    With Talos automation

    • Every call answered live, every lead captured into your CRM
    • Personalized follow-up starts within 60 seconds
    • Paralegals work cases, not spreadsheets
    • No qualified lead goes more than 24 hours without contact

    How a firm rollout works

    1

    Intake audit

    We map your call flow, intake script, conflict process, and current conversion rate.

    2

    Voice + workflow build

    We build the voice agent and intake workflow tailored to your practice areas.

    3

    Quiet launch

    Start with after-hours coverage and overflow so staff feel no disruption.

    4

    Full rollout

    Move to full-time coverage with weekly review of every call and conversion.

    What you can expect

    100%

    After-hours calls answered

    Including weekends and holidays.

    <60s

    First lead response

    From call to CRM to first follow-up.

    20–40%

    More signed cases

    Typical lift from full intake coverage.

    10–20 hrs

    Paralegal time saved / week

    Per attorney, on average.

    Works with the tools you already use

    ClioMyCasePracticePantherSmokeballFilevineLawmaticsHubSpotSalesforceTwilioDocuSignGoogle WorkspaceSlack

    How it played out for one client

    Solo personal injury attorney

    Law Firms

    Challenge

    Firm was paying for ads driving 80+ calls/month, but answering only about 55% — and following up on even fewer.

    Solution

    Talos deployed a 24/7 intake voice agent integrated with Clio Grow, plus an automated SMS + email follow-up sequence for every captured lead.

    Result

    Answered call rate hit 100%. Signed cases per month increased ~35% with no change in ad spend.

    Representative example. Specific results vary by business.

    Frequently asked questions

    Stop losing cases to slow intake

    Book a free 30-minute consult. We'll show you exactly what an AI intake build would look like for your firm and what to expect from it.