Intake every lead. Bill more hours.
Receptic answers every intake call, captures the matter type, runs basic conflict screening, and books consults — without ever giving legal advice. Custom retention and audit trails built for the bar.
Intake leaks revenue at every stage of the funnel.
- ×After-hours calls — when accident victims are calling — go to voicemail and convert to your competitor.
- ×Paralegals burn billable hours capturing matter details that could be intaken in two minutes.
- ×Intake forms ask for everything; callers abandon halfway through.
- ×Conflict checks happen too late — sometimes after the consult is already on the calendar.
An agent shaped for your day, not a generic bot.
Matter-type intake
Trained on your practice areas. Captures the right facts (incident date, jurisdiction, opposing party) without veering into advice.
Pre-intake conflict screen
Cross-checks names against your client list before booking. Flags potential conflicts to the assigned attorney.
Books consults by attorney
Routes the matter to the right attorney's calendar. Reads availability per practice group, not just the firm overall.
Sends the engagement packet
Confirmation SMS and email with the consult details and any intake docs you require — sent the moment the call ends.
Audit trail & retention controls
Every call recorded, transcribed, and timestamped. Custom retention windows for compliance with state bar rules.
Stays in its lane
Agent is hard-blocked from offering legal advice. If asked, it acknowledges the question and escalates to an attorney.
From sign-up to first booked call in under an hour.
- 01
Configure practice areas
Tell the agent which matters you take, jurisdictional rules, and the questions you need answered up front.
- 02
Connect your case mgmt
Native sync with Clio, MyCase, PracticePanther. Or push intake records via webhook.
- 03
Forward intake line
Route after-hours, overflow, or full-time. Every intake lands as a structured record in your case system.
“Personal injury intake is brutal — every minute matters. Receptic handles the 2am call so we're first to sign the client. We grew intake 40% without hiring.”
Things people ask before signing up.
Will it ever give legal advice?+
No. The agent is hard-blocked from offering advice. If a caller asks, it acknowledges the question, captures the context, and escalates to an attorney.
How do you handle privilege and confidentiality?+
Recordings are encrypted at rest, accessible only to authorized firm staff, and retained for the window you set. We sign confidentiality agreements at the firm level.
Does it work for criminal defense?+
Yes — and we have intake templates for PI, family, immigration, criminal, estate, and small-business. Conflict screen and bond-info capture configurable per practice area.