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OpenIntake — AI for Legal

Automate your law firm's client intake with a 24/7 AI-powered voice agent that never misses a call.

Capture, qualify, and schedule leads over the phone, so your team can focus on billable work.

What is OpenIntake?

OpenIntake: Automate your law firm's client intake with a 24/7 AI-powered voice agent that never misses a call. No free plan. Zekai's independent review scores it 4.5 out of 10. Best for automating 24/7 phone intake for law firms.

Facts checked 19 Sep 2026.

DifferentiatorA dedicated voice AI focused specifically on the legal client intake process.
ProofNo public case studies or testimonials available.
Explore OpenIntake
Pricing on request
4.5 Zekai
Automated Legal Intake AI
AI for Legal
Ease of Use
5.2
Accuracy
4.8
Value
4.0
Time Saving
3.8
AI Voice AgentLead QualificationAppointment Scheduling24/7 AvailabilityCall Automation
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Zekai Verdict

What is it?
OpenIntake provides a voice AI agent designed for law firms to automate their client intake process.
Best for
Automating the initial client phone intake and appointment scheduling for law firms.
Not ideal for
No public pricing or feature list, requiring a demo for basic information.
Price
Pricing on request
Zekai Score
4.5/10
Hand-scored by Zekai

Top AI for Legal picks

See all 120 AI tools for Lawyers →
⚡ Quick answer

For legal professionals seeking to automate client intake, OpenIntake provides a dedicated AI voice agent. It operates 24/7 to answer, qualify, and schedule potential clients by phone, ensuring no lead is missed and freeing up staff for billable work. While details are sparse, its specific focus on legal intake automation makes it a noteworthy solution.

CategoryAI Voice Agent
Best forAutomating 24/7 phone intake for law firms.
Price fromOn request
Free planNo
DifferentiatorA dedicated voice AI focused specifically on the legal client intake process.
ProofNo public case studies or testimonials available.
Rating4.5/10
📖 About OpenIntake

OpenIntake provides a voice AI agent designed for law firms to automate their client intake process. It operates 24/7 to answer calls, qualify potential clients based on your criteria, and schedule appointments directly into your calendar.

How It Works

Your workflow, automated

1
Configure Your Criteria
Define the questions and qualification rules for the AI to screen new client calls.
2
Go Live
Direct your firm's phone number to the OpenIntake AI agent to begin answering calls 24/7.
3
Receive Qualified Leads
The AI schedules qualified callers directly into your calendar and provides intake summaries.
Ready to automate your workflow with OpenIntake?
Explore OpenIntake →
Real Impact

Before & After

❌ Before

Staff overwhelmed with intake calls, leads lost after hours.

High call abandonment
✅ After

All calls are answered, leads are qualified and booked automatically.

100% call capture rate
Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Qualify New Leads Instantly

I need to ensure every new lead is qualified effectively. Set up a custom flow to score leads based on [key criteria like practice area, budget, urgency] and automatically book consultations for those meeting…

Automate Outbound Lead Follow-up

I want to improve response times for web leads. Configure the system to provide an instant callback to web leads within [15 seconds].

Handle After-Hours Inquiries

We need to capture leads outside of business hours without sending them to voicemail. Implement 24/7 call answering that engages callers in natural conversations, qualifies them based on [predefined questions]…

AI Prompts

Prompts for Lawyers

Prompt 01 Build an Initial Review Checklist
Act as a senior associate at an Am Law 100 firm reviewing a new Master Services Agreement (MSA) from a vendor. Your client is a US-based B2B SaaS company. The governing law is Delaware.
Prompt 02 Draft a Clause from a List of Business Terms
Act as a transactional attorney. Draft a "Limitation of Liability" clause for a software-as-a-service agreement. Context: • Governing Law: New York • My Client: The SaaS provider • Key Business Terms: • Exclude liability for indirect…
Prompt 03 Compare Two Versions of a Clause
I have two versions of an Indemnification clause. Version A is my company's preferred language. Version B is a counterparty's proposed redline. Analyze both versions and create a summary table that compares them.
See all 34 AI prompts for Lawyers →
Social Proof

Trusted by professionals

Ease of Use
5.2
Accuracy
4.8
Value
4.0
Time Saving
3.8
Connects With

OpenIntake integrations

Clio Filevine Litify Salesforce MyCase HubSpot Lawmatics CasePeer LeadDocket SmartAdvocate Zapier
Setup complexity: Low
OpenIntake provides a voice AI agent designed for law firms to automate their client intake process. It operates 24/7 to answer calls, qualify potential clients based on your criteria, and schedule appointments directly into your calendar.
Comparison

Best OpenIntake alternatives

OpenIntake is a specialized voice AI for phone intake, whereas Clio Grow is a broader client intake and legal CRM suite. Choose OpenIntake if your primary bottleneck is managing inbound phone calls 24/7 and you need an automated voice-first solution. Opt for Clio Grow if you need a comprehensive system for managing client relationships from intake to retention, including email automation, document management, and online forms, where phone calls are only one part of your intake process.

The decision

Is OpenIntake worth it?

Return on investment
By capturing just one additional client case per month that would have been a missed call, OpenIntake could pay for itself many times over.
Built for
Solo practitioners, small to mid-sized law firms, and legal intake specialists.
Effort to adopt
Low
Compliance
Compliance posture not publicly documented — verify with vendor.
Who It's For

Why Legal choose this tool

🎯
Built for
Automating the initial client phone intake and appointment scheduling for law firms.
In-Depth Overview
For legal professionals, particularly in small to mid-sized firms, managing inbound client calls is a constant operational drain. Missed calls equal lost revenue, and time spent on non-billable intake tasks detracts from casework. OpenIntake addresses this directly by deploying a voice AI to handle the initial client touchpoint. The core benefit is operational efficiency and lead capture. By automating the screening process, the AI can qualify leads based on predefined criteria—such as case type or jurisdiction—ensuring that only relevant, high-potential clients are passed to your legal team. It can schedule consultations directly, eliminating the back-and-forth of manual booking. This frees up paralegals and attorneys to focus on substantive legal work rather than administrative phone calls. The system's 24/7 availability means your firm never misses a potential client, even after hours, converting more callers into consultations.

Key Use Cases

⚖️
Never miss a new client call
Intake Coordinator
An AI agent answers and qualifies calls after-hours and during peak times, scheduling a consultation with a qualified personal injury lead.
Zero missed lead calls
✓ Pros
Captures all inbound calls, 24/7, preventing missed leads.
Frees up legal staff from repetitive, non-billable intake tasks.
Automates the qualification of potential clients based on firm criteria.
Streamlines appointment booking directly into your firm's calendar.
Presents a professional and immediate response to all callers.
· Cons
No public pricing or feature list, requiring a demo for basic information.
Website provides zero details on integrations with case management software.
Effectiveness for complex legal inquiries is unproven.
Lacks any customer testimonials or case studies as social proof.
⚡ Editorial Verdict

OpenIntake offers a focused solution for a major law firm pain point: 24/7 automated client intake. Its value lies in capturing leads and filtering inquiries without manual effort. However, the complete lack of public information on features, integrations, and pricing makes it a speculative choice requiring a direct demo to assess its actual capabilities and cost-effectiveness.

Questions & Answers

Frequently asked questions

How does OpenIntake help my law firm?

+
OpenIntake automates your phone-based client intake process. Its AI voice agent answers calls 24/7, qualifies leads based on your custom criteria, and schedules appointments, freeing up your staff to focus on billable work.

Can OpenIntake schedule appointments directly?

+
Yes, a core feature is its ability to schedule qualified callers for consultations directly into your firm's calendar, eliminating administrative back-and-forth.

Is OpenIntake's voice agent available 24/7?

+
Yes, the AI operates around the clock, ensuring your firm never misses a potential client call, whether it's after hours, on weekends, or during holidays.

What kind of information can OpenIntake collect from callers?

+
You can customize the AI to ask specific screening questions to collect key information, such as the caller's name, contact details, case type, and other details needed to qualify them as a potential client.

Is OpenIntake available for law firms in Canada?

+
The website does not specify geographic availability. You would need to contact the vendor directly to confirm if service is available for Canadian law firms.

Can I use OpenIntake in Europe?

+
The vendor does not provide public information regarding service availability in Europe or its compliance with regulations like GDPR. We recommend verifying this directly with OpenIntake.

Last reviewed:

Plans & Pricing

OpenIntake pricing and plans

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

See all 120 AI tools for Lawyers →
Free guide

Take it with you

Guide to Automating Your Law Firm's Intake
  • Why 24/7 availability is non-negotiable for modern law firms.
  • Calculating the true cost of a missed client call.
  • Key criteria for qualifying leads automatically (case type, urgency, location).
  • Integrating automated scheduling with your firm's calendar.
  • Best practices for scripting your AI intake agent.
+3 more steps inside the guide
Send me the full guide

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AI Directory

About OpenIntake

Full Description

OpenIntake provides a voice AI agent designed for law firms to automate their client intake process. It operates 24/7 to answer calls, qualify potential clients based on your criteria, and schedule appointments directly into your calendar.

Editorial Verdict

OpenIntake offers a focused solution for a major law firm pain point: 24/7 automated client intake. Its value lies in capturing leads and filtering inquiries without manual effort. However, the complete lack of public information on features, integrations, and pricing makes it a speculative choice requiring a direct demo to assess its actual capabilities and cost-effectiveness.

Last reviewed:
Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to OpenIntake unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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