Law Firms
Respond to New Client Inquiries Without Turning Attorneys Into a Call Center
OneCube builds and manages AI workflows for missed calls, approved intake, consultation scheduling, follow-up, routing, and appropriate status-request handling. Attorneys remain responsible for legal judgment.
The lead and intake work that needs a consistent owner
Missed calls
Approved intake
Consultation scheduling
Follow-up
Routing
Appropriate status-request handling
Example new-client workflow
- Potential client contacts firm
- AI responds
- Collects approved intake information
- Determines correct routing category
- Schedules consultation if eligible
- Updates intake system
- Notifies staff
Example workflow. Actual implementation varies by client, tools, and approval rules.
Clear legal boundaries
The AI employee handles approved communication and information collection. It escalates matters that require legal or professional judgment.
The AI employee does not
- —Provide legal advice
- —Evaluate legal strategy
- —Create attorney-client judgments
- —Make representations outside approved rules
- —Open a matter or confirm representation without authorization
- —Access systems it has not been approved to access
Appropriate matters are escalated to staff with the collected context attached.
Map your firm's inquiry and intake workflow.
We will identify the approved questions, eligibility rules, routing, consultation booking, and human review points.