Go Beyond

Stop losing cases to missed calls.

Your AI receptionist answers every call in seconds, screens for case viability, and books qualified consultations — 24/7. No missed leads. No after-hours voicemail. No intake staff burnout.

Built for personal injury law firms

Watch: How PI firms are signing 30-50% more cases with AI intake

Every missed call is a missed case. Every slow response is a lost retainer.

35%
of law firm calls go unanswered. 74% of callers who hit voicemail never call back. At $100–$400 per click, every missed call is burning your ad spend.

Source: Clio Legal Trends Report (2024), Aloware Industry Data

Missed calls = missed cases

Accidents happen at 2 AM, on weekends, and during your busiest hours. If nobody answers, that $25,000–$75,000 case calls the next firm on Google. Solo PI attorneys lose an estimated $110,000+ per year to missed calls alone.

5 minutes or you lose them

Law firms that respond in under 5 minutes are 100x more likely to reach the prospect and 21x more likely to convert. After 30 minutes, conversion drops by 400%. Your intake staff can't answer every call in seconds — but AI can.

Intake staff can't scale

Hiring, training, and retaining intake specialists is expensive and slow. They get sick, take vacations, and can only handle one call at a time. Your highest-value leads deserve instant, consistent screening — not a busy signal.

AI that answers, screens, qualifies, and books — before the caller hangs up.

AI Voice Receptionist

Answers every call in seconds, 24/7/365. Conducts professional intake interviews — case type, injuries, treatment, fault — and qualifies leads using your criteria. Sounds human, not robotic.

Automated Intake Pipeline

Qualified leads flow into your CRM with case details pre-filled. Confirmation texts, reminders, no-show rebooking, and lead reactivation — all automated. Your attorneys focus on cases, not admin.

Full CRM & Automation

White-labeled CRM built for PI intake. Custom pipeline stages, statute-of-limitations tracking, missed-call text-back, review requests, and source-to-signed-case attribution. Everything in one place.

One signed case pays for the entire system for a year. Most firms see ROI in the first month.

Three steps. Every lead captured, screened, and booked.

  • Answer — AI picks up every call in seconds. No hold music, no voicemail, no missed leads. 24/7.
  • Screen — Professional intake interview collects case type, date, injuries, treatment, and fault. Statute of limitations is checked automatically.
  • Book — Qualified leads get live-transferred to an attorney or booked for a free consultation. Instant SMS and email confirmation. Attorney notified within 60 seconds.
01

Call comes in

Potential client calls your firm number. AI answers within 2 rings with a warm, professional greeting.

02

AI screens the case

Collects case details through natural conversation. Checks statute of limitations. Classifies as qualified, needs review, or not a fit.

03

Lead is routed

Qualified cases: live transfer or instant callback. Data syncs to CRM. Attorney gets an SMS alert with case summary. Unqualified callers get a polite referral.

The data behind AI-powered intake

30-50%
Lift in signed cases within 30 days of deploying an AI receptionist
100x
More likely to reach a lead when you respond in under 5 minutes
$110K+
Revenue lost per year by solo PI attorneys to missed calls
24/7
Coverage with zero sick days, zero turnover, zero overtime

Sources: Tested.media, Aloware, Clio Legal Trends Report, InsideSales.com

One case pays for the whole year.

PI Intake Automation

Everything you need to capture every lead

  • AI voice receptionist — 24/7 call answering
  • PI-specific intake screening & qualification
  • Full CRM with PI pipeline & custom fields
  • Automated confirmations, reminders & follow-ups
  • Missed-call text-back
  • Lead reactivation campaigns
  • Statute of limitations tracking & alerts
  • Call recording, transcripts & AI summaries
  • Google review automation
  • HIPAA-compliant data handling
Book a Strategy Call for Pricing

Custom pricing based on firm size and call volume. No long-term contracts.

Common questions about AI intake

How does the AI voice receptionist work?

Our AI receptionist answers every inbound call within seconds, 24/7. It conducts a professional intake interview — collecting case type, date of incident, injuries, medical treatment, and fault details. Qualified leads are either live-transferred to an attorney or instantly booked for a consultation. All data is automatically synced to your CRM with a full transcript and AI-generated summary.

Is this HIPAA compliant?

Yes. Our voice AI platform operates under a signed Business Associate Agreement (BAA). Call recordings and transcripts are encrypted at rest and in transit. Protected health information is stored separately from your CRM data with restricted access controls. Medical details never leave our secure database — only non-PHI data (name, phone, case type, qualification status) is synced to your CRM.

Does it really sound human?

Yes. We use the latest voice AI technology with natural speech patterns, empathetic responses, and professional tone. Callers interact with a warm, patient intake specialist — not a robotic phone tree. The AI adjusts its pace and tone based on the caller's emotional state and responds naturally to interruptions and follow-up questions.

What happens when the AI can't handle a call?

The AI is trained to recognize when a caller needs a human — emotional distress, complex multi-party situations, or explicit requests to speak with an attorney. In those cases, it immediately offers a live transfer or schedules an urgent callback. No caller is ever left in a loop or told "I can't help you."

How fast can I get set up?

Most firms are live within 1–2 weeks. Setup includes configuring your AI receptionist with your firm's intake criteria, connecting your CRM, setting up phone routing, and testing with real calls before going live. We handle all the technical work — your team just needs to provide intake criteria and call forwarding.

How much does it cost compared to a live answering service?

Traditional legal answering services charge $400–$800/month with per-minute overages, and they can't screen or qualify leads. Our AI receptionist handles unlimited calls at a flat monthly rate, screens and qualifies leads using your criteria, and syncs directly to your CRM. One additional signed case ($25K–$75K in fees) covers the entire system for a year.

What about Spanish-speaking callers?

Our AI receptionist supports 30+ languages with automatic detection. If a caller speaks Spanish, the AI seamlessly switches to Spanish for the entire intake interview. Transcripts and summaries are provided in both languages.

Can I use this with my existing CRM?

Yes. While we provide a fully configured CRM built for PI intake, we also integrate with existing systems including Clio, Clio Grow, Lead Docket, Lawmatics, MyCase, Filevine, and PracticePanther. If your CRM has an API, we can likely connect it.

See it live. Free.

Book a strategy call and we'll show you exactly how AI intake works for PI firms. We'll walk through your current call volume, estimate how many cases you're missing, and demo the system live.

Prefer email? jeremy@beyondadvisory.ai