Pain · 01
Calls and forms miss the conflict-check moment.
By the time someone gets back to the prospect, the conflict check hasn't happened — and your matter starts with a duty-of-care problem.
Industry · Legal · Live playbook
Intake every matter. Without breaching duty of care.
Legal intake gates everything — engagement, conflicts, scope, fees. BYAI answers in seconds, triages the matter, runs a soft conflict pre-screen, books the consult, and writes a clean record your principal can rely on.
AI Intake Paralegal
Example intakeIllustrative
- 07:12 pmLead
I need help — landlord trying to evict, two weeks' notice.
- 07:12 pmBYAI
I'm sorry to hear that. I can arrange a consultation. To check we can act, can I have your name and the landlord's?
- 07:13 pmLead
Sarah K. Landlord is Acme Holdings.
- 07:13 pmBYAI
Thanks Sarah. No conflict on record. Initial consult $250 (offset against engagement). Tomorrow 11am works?
Why this matters in legal
Bad intake makes everything else harder.
Conflict checks, duty of care, scope creep — most of the file lives or dies based on what the first conversation captured.
Pain · 02
Urgent matters come in at the worst hours.
Eviction notices, family-law emergencies, criminal arrests — they don't wait for 9am. The first firm that picks up usually wins the engagement.
Pain · 03
Multilingual community matters lose nuance.
Many family-law and migration matters need careful intake in the client's first language. English-only forms shed half the relevant facts.
Pain · 04
Scope is unclear and fees feel scary.
Prospects ghost when they can't get a quick read on fees, scope, and process. A generic 'we'll call you back' loses them.
The math
What missing enquiries costs your firm.
Tune the sliders for your business. We'll recompute the recovery opportunity in real time.
ROI estimator
What does missing enquiries cost you?
Move the sliders to match your business. We’ll recompute the recovery opportunity in real time.
100
30%
$4,500
18%
30
Enquiries lost · per month
5
Recoverable matters · per month
$24.3k
Revenue recovered · monthly
$292k
Revenue recovered · annual · $291,600
— Illustrative. Your numbers may vary.
How it works · for legal
From enquiry to action, in five steps.
The same loop, tuned for your industry's workflows and your systems of record.
Step · 01
Capture
Phone, web, SMS, email, social DMs, referral partner links — every intake channel wired in.
Step · 02
Answer
Under 60 seconds, in the client's language, inside the boundaries you've set for non-lawyer first-contact.
Step · 03
Qualify
Matter type, urgency, decision-maker, opposing-party names — soft conflict pre-screen against your register.
Step · 04
Book
Books the initial consultation with the right practitioner, captures the deposit if you charge one, sends engagement docs.
Step · 05
Sync
Intake, conflict-check result, scope, and next step written back to your practice management system with audit trail.
Full scenario coverage
Every conversation an intake paralegal handles.
From first call to engagement letter — the agent runs the conversational work, your practitioners run the law.
Scenario · 01 · Intake
First-touch matter intake.
Captures matter type, urgency, parties, and basic facts — books the consult with the right practitioner and the right deposit.
Scenario · 02 · Conflict pre-screen
Soft conflict pre-screen.
Runs a soft check against your conflict register before booking. Flags potential conflicts for the practitioner to review before engagement.
Scenario · 03 · Urgent
Urgent / after-hours matters.
Recognises urgency (eviction, AVO, arrest, family-law emergency) and routes to your duty-practitioner with full context, in real time.
Scenario · 04 · Multilingual
Community-language intake.
Handles intake in Mandarin, Vietnamese, Arabic, Spanish — preserves nuance for family-law, migration, and criminal matters.
Scenario · 05 · Document collection
Document collection.
Lists exactly what the practitioner needs before the consult, accepts uploads, validates the basics, escalates the rest.
Scenario · 06 · Lost-lead recovery
Lost-lead and referral follow-up.
Reaches back out to people who ghosted post-quote, captures objections, and re-engages — without sounding cold.
All-channel coverage
Customers reach out where they live. The agent meets them there.
Including the channels your team can't watch around the clock.
Phone
Inbound + outbound
SMS
Two-way + reminders
Web chat
Live in-page
Social DMs
Instagram + Facebook
WhatsApp
Business API
Email
Inbound triage
Compliance posture · legal
Built with the Legal Profession Uniform Law and duty of care in mind.
Legal intake is regulated by professional rules and by every PI insurer's expectations. The agent is configured to stay well clear of the line.
LPUL · Non-lawyer first contact
No legal advice. No retainer formed in chat.
The agent collects facts and books consults. It does not give legal advice and explicitly states that no lawyer-client relationship is formed until engagement.
Conflict checks
Soft pre-screen, hard human check before engagement.
A soft pre-screen reduces the conflict risk at intake. The hard check stays with the practitioner before any retainer is signed.
Confidentiality
Conversations scoped and access-controlled.
Intake content is encrypted in transit and at rest, with strict role-based access. Conversations are linked to your matter record with audit trail.
Professional indemnity
Designed to satisfy PI insurer expectations.
Disclosures, audit trail, and escalation rules are designed to align with what most PI insurers expect from automated first-contact.
— BYAI is designed to align with these frameworks. Obtain your own compliance review before deployment.
Trust & controls
You stay in control. The agent is your team's tool.
Configured by you, operated under your rules, with the kill switch in your hands.
Control · 01
Human handoff.
Any customer can ask for a person. Edge cases route to the right team member with full context.
Control · 02
Full transcript.
Every conversation transcribed and linked to your record of truth. Searchable, exportable, auditable.
Control · 03
Kill switch.
Pause any channel — or all of them — instantly. Resume when you're ready, no deployment.
Control · 04
Scoped access.
Role-based access for your team. Customer data lives where you live. We retain only what's needed.
Outcomes
What changes when intake gets done right, on time.
Pilot results vary by firm, practice area, and channel mix. Numbers below are illustrative.
<60s
First reply on every channel
24/7
Urgent-matter intake around the clock
+33%
Consults booked from first enquiry
— Illustrative
−21%
Intake admin per matter
— Illustrative
Implementation
Live in four weeks.
A focused, supervised rollout — never a re-platforming of your business.
Step · Week 01
Discovery
Where leads come from, what your team handles today, what your brand sounds like, what wins look like.
Step · Week 02
Build
Voice, scenarios, CRM and channel integration, compliance posture — wired into your real systems.
Step · Week 03
Supervised pilot
Launch on a focused slice — one firm or one channel — with your team reviewing every conversation.
Step · Week 04
Wide live
All channels, all locations. Review queue keeps tuning the agent on the rails your team sets.
Commercial model
Three layers. No surprises.
Subscription for the platform, usage for the volume, a pilot to lower the risk of saying yes.
01 · Subscription
Platform.
Monthly, per firm. Covers the agent, integrations, review tooling, audit trail.
- Per-firm pricing
- Unlimited channels
- Review console + reporting
02 · Usage
Conversations.
Per-conversation and per-minute for voice. Predictable, capped, visible — no billing surprises.
- Per-conversation rate
- Per-minute voice
- Monthly cap
03 · Pilot
Risk-light start.
A scoped pilot on one firm or one stream of leads. Defined success criteria, kill switch, exit clause.
- Scoped to one firm
- Defined success criteria
- Exit clause built in
— Specific pricing is shared after a short discovery so the quote reflects your real business and volume.