Industries · Law firms

Software for law firms, for the intake call that would go to the next firm

A person with a legal problem calls firms in order until one answers. Halo answers in your firm's name, says it is an automated assistant, takes intake by your questions, screens out case types you do not handle, and books the consultation. It does not give legal advice, and says so.

Ask about yours Hear Halo answer
Intake sent to the firmexample
MatterCar accident, last week
Other partyName taken for conflict check
DeadlineNone mentioned
ConsultBooked Mon 2:00
The problem

The first firm to answer gets the consultation

Small firms lose new matters at intake more than anywhere else. The attorney is in court or with a client, the receptionist is at lunch or does not exist, and the caller who reaches voicemail moves straight to the next firm on the search results.

When someone does answer, the intake is often inconsistent: the conflict name is not taken, the deadline is not asked, and the attorney calls back without the facts they needed.

Where it costs you

The moments that lose the work

After hours and during court. Legal problems do not keep office hours. Evenings and weekends are when many people finally sit down and call.
Cases you do not take. Every call outside your practice areas costs someone's time. A polite, consistent answer, with the referral wording you choose, saves it.
Incomplete intake. Without the other party's name, you cannot run a conflict check. Without the date of the incident or any court date, you cannot tell what is urgent.
The caller who wants advice now. Callers ask “do I have a case?” Nobody but an attorney should answer that, and Halo will not.
What fits

What we would build

Halo, taking intake by your questions Name, contact, matter type, a short description, the other party's name for your conflict check, and any dates. It states that it cannot give legal advice, in the wording you choose. An intake form that routes itself On your website: the same questions, routed by practice area to the right person, so nothing sits in one inbox. A website that books consultations Practice areas in plain language and consultation booking into the same calendar Halo uses. Compare before you buy If you want live receptionists or legal extras such as conflict checks run for you, a service like Smith.ai lists them. Our comparison is honest about that.

Hear it first. Ring (248) 936-6493 and Halo answers. That line is set up for a print shop, so ask it about business cards, and listen for how it takes the details. Yours would answer in your business's name, with your questions.

A first build

What the first week looks like

01
Day 1, twenty minutes

Your intake script

Your questions, the practice areas you take, what to say about the ones you do not, and the no-advice wording.

02
Same day

Built and tested

You ring it as a new client and as someone asking for advice, and check both answers.

03
Your review

You approve the wording

Your firm decides what the disclosure and disclaimer say. We put them in word for word.

04
When you are happy

Forward your line

After hours, on no-answer, or during court. Your number stays yours.

Plainly

Cost and limits

What it costs. Halo is $245 a month with unlimited minutes, plus $499 once to build. A website is $2,500 once, then $75 a month. Tools start at $50 a month plus $150 to $250 to set up. Everything is month to month, with no contract. Full detail on the pricing page.

Questions people ask

Does Halo give legal advice?

No. It takes intake details and books the consultation. Asked for advice, it says it cannot give legal advice and that an attorney will follow up.

Is it compliant with my bar's rules?

We do not make that claim. Your firm decides what intake, disclosures and disclaimers your rules require, and we write them in exactly as you approve them.

Does it run conflict checks?

No. It collects the names you need, such as the other party, so your staff can run the check before the consultation.

Can it screen out cases we do not handle?

Yes. Give it the list and the wording, including any referral you want to offer, and it answers those callers consistently.

Does it say it is an AI?

Yes. It says it is an automated assistant answering for the firm and does not pretend to be a person.

Other industries

Nearby trades

Property managers Maintenance calls sorted by urgency, and the weekly numbers on one page. Print and sign shops Quote calls answered, prices on the site, designs made by the customer. Salons Calls answered mid-appointment, open times offered from your calendar. All industries Every trade we have written a page for.

Losing new matters at intake? Hear it take one.

Call Jack, a person, on (248) 387-9610, or send a note. You will hear what the setup takes and what it costs.

Get in touch Call Jack