EXCEL

Professional intake

Practice-area intake for law firms — not legal advice.

A law firm’s line mixes new matters, existing-client callbacks, and after-hours inquiries that must not receive a legal opinion. EXCEL captures the screening questions you approve and routes to the right attorney or a consult slot.

EXCEL systems do not provide legal advice. They collect approved intake and route people.

EXCEL systems do not provide legal advice, case strategy, or a conflict determination. They capture approved intake and route to the firm.

Hear a professional, careful intake conversation — then we write yours around practice areas you actually take.

Live demo

Meet Elliot.

Tell him what kind of business you run and hear how an EXCEL agent could handle a real customer conversation.

You’re testing Elliot from our Law firms example. Elliot is a demonstration receptionist — not a pre-built Law firms dispatcher. Your live system would be configured around your own workflows.

Try Elliot

Your microphone is only used during the live demo.

Calls a law firm actually gets

  • New matter inquiry

    Do you handle this type of case?

  • Consultation request

    How do I book a consultation?

  • Existing-client callback

    Do you offer virtual consults?

  • Office hours / address

    Office hours / address is a real inbound conversation for a law firm — captured with your fields, not a generic script.

  • Referral

    Referral is a real inbound conversation for a law firm — captured with your fields, not a generic script.

Workflows worth automating in Law firms

Practice area → approved screening questions → consult request → attorney routing The exits are yours.

  1. Primary path

    Practice area → approved screening questions → consult request → attorney routing

  2. Scheduling rules

    Needs on the board: Consult slots by practice area; Existing-client callbacks.

  3. Qualification filter

    Ask every time: Practice area you take; Jurisdiction if you ask; Opposing-party names for later conflict check (capture only).

How EXCEL could work in a law firm

Industry knowledge is a starting point. The build follows how this company already operates.

  • Intake

    After-hours inquiries

  • Practice-area routing

    Incomplete intake

  • Consult scheduling

    Practice-area mismatches on the calendar

  • After-hours capture

    Practice area → approved screening questions → consult request → attorney routing

Hypothetical: personal-injury inquiry

Illustrative. Not legal advice and not a case evaluation.

Caller
I was in an accident last week. Do I have a case?
EXCEL AI
I can’t advise on the case. I can take the intake the firm uses and request a consult. When did it happen, and are you already represented?
Caller
Tuesday. No attorney yet. I’d need a virtual consult if possible.
Then
Names for a later conflict check can be captured. The agent does not declare a conflict or discuss liability.

Nights, weekends, and overflow

Evening arrest or injury inquiries — capture, do not advise Overflow and nights use the same knowledge as daytime — It does not give legal advice.

What gets configured

  • Your meaning of “intake” — not a generic glossary
  • Your meaning of “consult” — not a generic glossary
  • Your meaning of “practice area” — not a generic glossary
  • Your meaning of “conflict check” — not a generic glossary
  • Your meaning of “retainer” — not a generic glossary
  • Intake field: Practice area you take
  • Intake field: Jurisdiction if you ask
  • Intake field: Opposing-party names for later conflict check (capture only)

When a person has to take it

anything that sounds like legal advice or strategy. Emergencies such as: Caller in immediate danger should be directed per your script (often 911), not given legal strategy. Anything missing from approved knowledge. Billing disputes, threats, and conversations you mark human-only.

Plan details live on the pricing page. Current plans are listed there.

EXCEL services that fit Law firms

The EXCEL services that usually fit this kind of work.

AI workflows for this industry

Dedicated service × industry pages — only when the workflow is actually different.

Related industries

Guides for this work

EXCEL implements from Troy, Michigan and remotely for companies across the United States. See markets.

Questions for this industry

Will it give legal advice?

No. That is out of scope. It captures approved questions and routes to the firm.

Can it check conflicts?

It can capture names for staff to check. It should not declare a conflict on its own.

Can it schedule consultations?

Yes, when a calendar is connected and the practice area matches rules you set. Otherwise it captures preferred times.

How would it handle a “new matter inquiry” call?

Using your workflow: Practice area → approved screening questions → consult request → attorney routing. It does not give legal advice.

Can it answer after hours for a law firm?

After-hours coverage is a typical build. Example from this trade: Evening arrest or injury inquiries — capture, do not advise. You decide what is urgent enough to page someone.

Can it help with consult slots by practice area?

It can always collect a complete request. Live booking happens when a calendar or scheduling system can be securely connected. Rules for consult slots by practice area and existing-client callbacks are part of the build.

What does it ask before routing a law firm lead?

You define the list. Typical fields in this catalog: Practice area you take, Jurisdiction if you ask, Opposing-party names for later conflict check (capture only). Unqualified work can still be treated politely.

What happens on an urgent intake call?

Urgent paths follow your rules. For this industry that includes: Caller in immediate danger should be directed per your script (often 911), not given legal strategy. The default is capture and route — not improvising a fix.

Catch the inquiry. Leave the opinion with the attorney.

Bring the real call types. We will tell you what belongs in an agent and what should stay with people.