An AI answering service for your law firm
New client calls come in whenever they happen — after an accident, after being served papers, after deciding it's finally time. Cysora takes the intake, checks whether it's a fit for your practice, and books a consultation, without ever stepping into legal advice.
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Worked examples
How a call becomes a booked consultation
New client intake
Caller: "I was in a car accident last week and I think the other driver was at fault. Can you help?"
The agent asks:
- When and where did this happen, roughly?
- Have you already spoken with an insurance company about it?
- What's your name and the best number to reach you?
Job summary
- Issue
- Potential personal injury matter — practice area match
- Service area
- Matches the firm's configured practice areas
- Preferred time
- Consultation slot offered from the firm's supplied availability
- Next action
- Logged to the Lead Inbox as a new intake; consultation booked, confirmation sent to the caller.
- Captured details
- Name and callback number · Incident date and general location · Insurance contact status
Why this outcome: The firm's configured practice areas decide fit — the agent gathers facts for the attorney to evaluate, it never assesses the merits or likelihood of the case itself.
Time-sensitive matter
Caller: "I was just served papers and there's a response deadline — I don't know what to do."
The agent asks:
- What's the deadline stated on the papers, if you can see it?
- What's your name and the best callback number?
- Is there anything else time-critical about this?
Job summary
- Issue
- Time-sensitive matter — matches the firm's configured urgent-escalation criteria
- Service area
- n/a — escalation, not standard scheduling
- Preferred time
- Immediate escalation, per the firm's configured rule
- Next action
- Escalated exactly as the firm configured it (e.g. a notification to an on-call attorney) — no advice given on the deadline itself.
- Captured details
- Name and callback number · Stated deadline · Nature of the papers, as described by the caller
Why this outcome: The firm's own definition of "urgent" — not the agent's judgment — decides escalation; it states clearly that it can't advise on the deadline and that's why it's connecting them quickly.
Outside the firm's practice areas
Caller: "I need help with an immigration visa application."
The agent asks:
- Just to confirm, is this specifically about a visa or immigration status?
Job summary
- Issue
- Immigration matter — outside the firm's configured practice areas
- Service area
- No practice-area match
- Preferred time
- Not scheduled
- Next action
- Told plainly this isn't a practice area the firm handles, with whatever referral instructions the firm has configured — never a vague "someone will call you back."
- Captured details
- Matter type: immigration
Why this outcome: Practice-area fit is configured by the firm, not guessed — a mismatch is stated honestly rather than taking an intake the firm can't act on.
How it’s built
The same configurable engine, applied to your business
Every Cysora agent runs on the same four-step engine — what makes it yours isn’t a different template, it’s the rules you configure inside each step. Here’s how those four steps actually play out for a business like yours:
Asks the right questions to understand exactly what the caller needs — configured by you, not a fixed script.
It gathers the facts of a matter — what happened, when — the way an intake coordinator would, without ever assessing merits.
Checks the request against your own configured rules and examples before deciding what happens next.
It checks the matter against your configured practice areas for fit, not case outcomes or precedent.
Turns what it learned into a concrete next step, following your pricing, scheduling, and escalation rules.
Anything you've configured as urgent — a deadline, a time-sensitive filing — gets escalated on the caller's own account, with no advice given on it.
Books the visit, logs the lead, or hands off — exactly the way you've configured it to end.
It ends in a booked consultation, never a retainer, a legal opinion, or a conflict check — that's still your team's job.
Personalize
How your intake rules are configured
You set your practice areas, what counts as urgent enough to flag immediately, and exactly what the agent should never say — no legal opinions, no case predictions, no fee quotes unless you've configured them. The same discipline you'd expect from a new intake coordinator.
Scale
Every channel, one conversation
You edit the modules and rules above once, in one place — the resulting agent deploys across every channel below without separate setup for each.
Embedded on the firm's own website.
Same conversation continues over WhatsApp for callers who prefer to text.
Answers your phone line directly — the same agent, the same configured rules, whether the call comes in by voice, web, or WhatsApp.
Replies from your business inbox with the same configured rules — the same agent whether the conversation started by phone, WhatsApp, web, or email.
The same configured agent answers every channel it's deployed on, so a caller who starts on the website and later texts gets consistent answers instead of repeating themselves to a different system.
Questions before you try it
What buyers ask first
What does an AI receptionist for lawyers actually handle?
It handles the intake work around a potential matter: gathering the caller's basic facts, checking them against your configured practice areas, and booking or escalating the next step. It does not give legal advice, assess the merits, or run a conflict check.
Does it give legal advice?
No — never. It gathers intake information (what happened, when, basic facts) and connects the caller to a consultation. Any legal opinion, assessment, or advice comes from your attorneys, not the agent.
Does talking to it create an attorney-client relationship?
No — intake information gathered here doesn't create an attorney-client relationship on its own. Most firms pair this with their own configured disclaimer language as part of setup, the same way they would with a human intake line.
Can it check for conflicts of interest?
No — that's a task for your team, not something the agent performs. It captures the caller's and matter's basic details so your team can run a conflict check before the consultation, the same as any new intake.
What happens with practice areas you don't handle?
It says so plainly and follows your configured referral instructions, if any — it doesn't pretend to help with something outside your practice areas. See the immigration scenario above.
Can I keep my existing business number?
Yes — forward your existing number to the agent rather than handing out a new one.
What does setup involve?
Your practice areas, what counts as urgent, and exactly what the agent should never say — a configuration pass with your team, not custom software development.
What’s out of scope today
- Does not give legal advice or opinions on the merits of a matter.
- Does not perform conflict-of-interest checks — your team still does this before any consultation.
- Does not quote fees unless the firm has configured pricing for a specific service.
Also built for
Advertise
Once intake is converting reliably, the practice-area language callers actually use — not the terms your marketing site uses — is what should drive the firm's paid search.
How this example was produced
Reproducible internal demonstration, synthetic caller data
The scenarios above reflect how a legal-intake-style agent is actually configured in the Cysora builder, run against synthetic caller scenarios.
Last checked 2026-09-08
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