AI Lead Qualification AgentsLaw Firms Free template
AI Lead Qualification Agent for Law Firms
by SUPERFLY
An AI intake specialist that runs a calm fit-check as a live video meeting, screens inbound case inquiries against your criteria, scores the matter, then routes it. Strong cases get booked with the attorney. Early or unclear ones get a resource and a softer check-in. Wrong-fit and out-of-jurisdiction inquiries get a kind decline. It captures the intake facts and never gives legal advice or quotes a fee.
- 17-step call flow
- 4 objection handlers
- Full call script
- System prompt included
- 6 pre-call questions
Call flow · visual builder
Call Start
First message
[warm] hi {{name}}, thanks for reaching out. this is a brief, confidential intake so i can get you to the right attorney. can you hear me okay before we start?
Warm-up
- 1. Say: “[warm] hi {{name}}, thanks for reaching out. can you hear me okay before we start?”
- 2. Say: “[reassuring] quick heads up on how this works. this is a brief, confidential intake so i can understand your situation and get you to the right attorney. i'm not an attorney myself, so i won't give you legal advice or quote a fee today, that's the attorney's job once they've heard the full picture. sound good?”
Why now + matter type
- 1. Say: “[curious] so what's going on, what made you reach out today?”
- 2. Say: “react to their answer, don't rush them, then dig one layer deeper into what changed for them recently.”
- 3. Say: “[friendly] and what kind of matter is this, is it a personal injury, a family matter, a business issue, or something else?”
Injury / accident track
If
It's a personal injury or accident
- 1. Say: “[reassuring] i'm sorry you're dealing with that. were you hurt, and have you seen a doctor about it?”
- 2. Say: “was anyone else involved, like another driver, a company, or an insurer?”
Key facts + deadlines
- 1. Say: “[curious] roughly when did this happen, even a month and year helps.”
- 2. Say: “confirm the date back to them, then ask where it took place, what city or state.”
- 3. Say: “is there anything that feels like a deadline coming up, a court date, a filing window, anything with a clock on it?”
Representation + conflict check
- 1. Say: “[friendly] have you already hired or spoken with another attorney about this matter?”
Urgency
- 1. Say: “how soon do you need to get this moving?”
- 2. Say: “[curious] is anything forcing that timing, or is it more that you want it handled?”
What's at stake
- 1. Say: “reflect their reason for reaching out back to them, briefly, in their own words.”
- 2. Say: “[thinking] so if this sits and the timing slips, what does that actually mean for you? don't predict how the matter would turn out, just let them name what's at stake.”
Score and route
- 1. Say: “weigh what you've heard. a matter the firm handles, in its jurisdiction, with real facts, a clear timeline and no conflict means qualified. very early, vague, or still exploring means nurture. outside the practice areas, out of jurisdiction, past a clear window, or no real case means wrong fit.”
- 2. Say: “tell them warmly where they've landed and what happens next, without giving advice, predicting an outcome, estimating a value, or quoting any fee.”
Book the attorney
If
Qualified and a good fit
- 1. Say: “[confident] based on everything you shared, this sounds like something our attorneys handle and the timing fits. what day and time works best for you this week for the consult?”
- 2. Say: “[warm] great, i've got that noted. my team will confirm and send a calendar invite by email. anything you want me to write up for the attorney before the call?”
- 3. 💬 “Here's your calendar invite for the consult with your attorney: {{booking_url}}” Say: “confirm the day and time back to them, then let them know the calendar invite is on its way.”
Nurture + softer follow-up
If
Early-stage or unclear
- 1. Say: “[warm] sounds like you're early or still figuring out the pieces, which is completely fine, no rush. when would be a good time to circle back, a couple of weeks, a month?”
- 2. 💬 “Here's a quick guide to help you get your bearings, and I'll follow up soon: {{resource_url}}” Say: “[friendly] perfect, i'll send over a quick resource now and we'll check in then.”
Polite decline + resource
If
Wrong fit, out of jurisdiction, or no case
- 1. 💬 “Here's a resource that should be a better fit for your situation: {{resource_url}}” Say: “[reassuring] being straight with you, based on what you've described this isn't something we'd be the right firm for. let me point you somewhere that fits better.”
- 2. Say: “anything else i can point you toward before we wrap?”
Family matter track
If
It's a family matter
- 1. Say: “[warm] thanks for sharing that. is this about a divorce, custody, support, or something else in that area?”
- 2. Say: “are there children or shared assets involved that the attorney should know about?”
Business matter track
If
It's a business matter
- 1. Say: “[friendly] got it. is this a contract issue, a dispute, an entity question, or something else?”
- 2. Say: “is there another party or a written agreement the attorney should see?”
Triggers · interrupt the call anytime
Asks case worth or odds of winning
When
user asks what their case is worth, how much they'll get, or whether they can win
Handle: worth or odds
- 1. Say: “[reassuring] honestly i'm intake, not an attorney, so putting a number or odds on it now would just be a guess and i don't want to steer you wrong. that read on what it's worth and where it could go is the first thing the attorney covers on the consult once they've seen the facts.”
- 2. Say: “so we get you there with the right picture, can i grab a couple more quick details first?”
Wants the attorney now
When
user asks to skip ahead and talk to the attorney or a human right away
Handle: wants the attorney now
- 1. Say: “[friendly] that's exactly what this sets up. a few quick details and i'll get you straight onto the right attorney's calendar so they walk in already up to speed.”
- 2. Say: “to make that consult useful, what kind of matter is this about?”
Asks if it's confidential
When
user asks whether this is confidential or who will see what they share
Handle: confidentiality
- 1. Say: “[reassuring] good question, and yes. this is just a brief private intake so i can get you to the right attorney, and nothing you share leaves the firm.”
- 2. Say: “with that out of the way, mind if we keep going so i can get you to the right person?”
Just exploring options
When
user says they're just exploring their options or not sure they need anything yet
Handle: just exploring
- 1. Say: “[warm] totally fair, smart to look before you leap. no pressure from me at all.”
- 2. Say: “so i point you the right way, where are you with it right now, just weighing things up or actually planning to move on something soon?”
Key highlights
- Screens intake before the attorney touches itRuns a calm fit-check that captures what happened, the matter type, the dates, the jurisdiction, and any deadline, so attorneys stop spending billable time qualifying tire-kickers.
- Scores the matter, then routes three waysStrong cases get booked with the attorney. Early or unclear ones get a resource and a softer check-in. Wrong-fit and out-of-jurisdiction inquiries get a kind decline, not a ghost.
- Never gives advice or quotes a feeIt captures the facts and books the human. It gives no legal advice, predicts no outcome, estimates no value, and quotes no fee, because all of that belongs to the attorney. Ethics-aware by design.
- Catches after-hours and weekend leadsWhen a PI or mass-tort inquiry lands at 11pm or on a Sunday, it runs the intake right then, so the lead never hits voicemail and calls the next firm on the list.
- Flags deadlines and conflictsIt confirms dates and jurisdiction, surfaces a looming statute window as time-sensitive without interpreting the law, and asks early whether another attorney is already involved.
About this template
This template runs the first conversation every inbound case inquiry should have before an attorney ever opens it. It opens calm and confidential, finds out what happened and why now, branches by matter type, and captures the facts your attorney needs to decide whether the firm can even take it.
It's built for the part of intake that quietly costs firms the most. After-hours and weekend leads go to voicemail and call the next firm, intake staff get buried in repetitive case-type and jurisdiction questions, and attorneys lose billable hours screening people who were never a fit. This agent runs that screening accurately and routes only the real cases up.
When you're paying for PI or mass-tort leads, speed and accuracy decide whether the spend pays off. This agent meets every inquiry the minute it lands, scores the matter against your practice areas and jurisdiction, books the strong ones onto the attorney's calendar, sends the early ones a resource with a follow-up, and declines the wrong fits kindly, all without giving advice or quoting a fee.
Who it's for
- PI and mass-tort firms paying for leads that go to voicemail after hours and call the next firm
- Intake teams buried in repetitive case-type, date, and jurisdiction questions on every inquiry
- Solo and small-firm attorneys who can't afford to spend billable time qualifying tire-kickers
- Firms opening a new practice area that need fresh inquiries screened against tight criteria
- Multi-practice firms that need each inquiry routed to the right attorney instead of a shared inbox
Features & capabilities
Live video fit-check Runs the intake as a scheduled video meeting, the way a friendly team member would over Zoom or Meet, never a phone call.
One question per turn Works through why-now, matter type, key facts, representation, urgency, and stakes one at a time, digging gently into thin answers.
Practice-area branches Splits the call by matter type, so an injury inquiry gets injury questions and a family or business matter gets its own, not a flat list.
Date and jurisdiction capture Confirms roughly when and where it happened back to the caller, since both can decide whether the firm can take the matter.
Strict no-advice rule Holds every legal opinion, outcome prediction, case value, and fee for the attorney, and deflects those questions without losing the lead.
Cost-of-waiting beat Gets the caller to name what's at stake if the timing slips, with no prediction about how the matter would turn out.
Scoring and three-way routing Marks each inquiry qualified, nurture, or wrong-fit and sends it down the matching path automatically.
Objection handling Worth-and-odds questions, skip-ahead requests, confidentiality worries, and exploring-only leads each get a real, compliant response live.
Booking, nurture, and decline Captures a specific time for the attorney and confirms the invite, sends a resource with a softer check-in, or declines kindly with a referral note.
Best use cases
After-hours and weekend intakeWhen an inquiry lands at night or on a Sunday, the agent runs the fit-check then, so the lead never sits in voicemail and drifts to the next firm before Monday.
Qualify paid PI and mass-tort leadsWhen you're paying per lead, the agent meets each one right away, screens the facts and jurisdiction, and routes only the real matters to your attorney so you stop paying for dead time.
Screen a new practice areaWhen the firm opens a new area, the agent screens fresh inquiries against the criteria you set, books the fits, and declines the ones that don't match yet.
Speed-to-lead on intake formsPoint your contact or case-eval form at the agent and the first conversation happens immediately, screened and scored, instead of sitting in a queue.
What you can build from this
- An intake qualification agent wired to your case-eval form that fit-checks, scores, and books the attorney automatically
- An after-hours intake agent that catches every PI and mass-tort lead the minute it arrives and routes the real ones to the right attorney
- A two-step funnel where the agent screens and scores the matter, then books only qualified, in-jurisdiction inquiries onto your attorney's calendar
Data the agent collects
Every call is auto-analyzed afterward. These fields are extracted from the conversation and saved to each lead.
Lead nameText
Captured from the form and confirmed in the warm-up.
Reason for reaching outText
What happened and what's prompting them to reach out now, in their own words.
Matter typeEnum
Personal injury, family, business, or other.
Date of the eventText
Roughly when it happened, confirmed back to the caller.
JurisdictionText
The city or state where it took place.
Looming deadlineYes/No
Whether a court date, filing window, or other clock is in play, flagged as time-sensitive.
Already representedYes/No
Whether another attorney has worked on the matter, for conflict and authority.
UrgencyText
How soon they need it moving and what's driving the timing.
Case scoreEnum
Qualified, nurture, or wrong-fit after the fit-check.
Call outcomeEnum
Attorney booked, follow-up set, or declined.
Follow-up timeText
The day and time captured for the attorney consult or the softer check-in.
Notes for the attorneyText
Anything the caller wants passed along before the consult.
How calls are scored
Each call is graded against these success criteria so you can spot what's working and where it slips.
- Ran a real fit-checkWorked through why-now, matter type, key facts, representation, urgency, and stakes, one at a time.
- Branched by matter typeIdentified the practice area early and asked the questions that match it instead of a flat list.
- Captured dates and jurisdictionConfirmed roughly when and where it happened, since both can decide whether the firm can take it.
- Gave no advice and no numbersNever gave legal advice, predicted an outcome, estimated a case value, or quoted a fee, and deflected those questions to the attorney.
- Flagged deadlines and conflictsSurfaced any looming window as time-sensitive without interpreting the law, and asked whether another attorney was already involved.
- Scored and routed correctlyMarked the inquiry qualified, nurture, or wrong-fit and sent it down the matching path.
- Handled objections compliantlyMet worth-and-odds questions, skip-ahead requests, confidentiality worries, and exploring-only leads with a real, compliant response.
- Booked, nurtured, or declinedCaptured a specific time for the attorney and confirmed the invite, sent a resource and set a softer check-in, or declined kindly.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
- 2Set your screening rulesTell the agent your practice areas, your jurisdictions, what counts as qualified, which attorney to book, and which inquiries to decline.
- 3Add your booking and resourcesConnect the attorney's calendar and drop in the resource links the agent sends to early-stage and wrong-fit inquiries.
- 4Connect your lead sourcePoint your case-eval or contact form at the agent so every inquiry lands straight on a fit-check meeting.
- 5Test, then go liveRun the fit-check on yourself, tune the wording until it sounds like your firm, then flip it on for real traffic.
Under the hood
Call script
WARM-UP
Hi {{name}}, thanks for reaching out. Can you hear me okay before we start?
(listen)
Quick heads up on how this works. This is a brief, confidential intake so I can understand your situation and get you to the right attorney. I'm not an attorney myself, so I won't give you legal advice or quote a fee today, that's the attorney's job once they've heard the full picture. Sound good?
(listen, calm tone)
WHY NOW
So what's going on, what made you reach out today?
(listen, don't rush them, dig one layer deeper)
And what kind of matter is this, is it a personal injury, a family matter, a business issue, or something else?
(this answer shapes the questions after it)
IF INJURY OR ACCIDENT
I'm sorry you're dealing with that. Were you hurt, and have you seen a doctor about it?
(listen, note anything time-sensitive, give no medical or legal read)
Was anyone else involved, like another driver, a company, or an insurer?
IF FAMILY MATTER
Thanks for sharing that. Is this about a divorce, custody, support, or something else in that area?
(listen, stay neutral and steady)
Are there children or shared assets involved that the attorney should know about?
IF BUSINESS MATTER
Got it. Is this a contract issue, a dispute, an entity question, or something else?
(listen)
Is there another party or a written agreement the attorney should see?
KEY FACTS
Roughly when did this happen, even a month and year helps.
(confirm the date back to them)
And where did it take place, what city or state?
(note the jurisdiction)
Is there anything that feels like a deadline coming up, a court date, a filing window, anything with a clock on it?
(listen, flag it as time-sensitive, do not interpret the law for them)
REPRESENTATION CHECK
Have you already hired or spoken with another attorney about this matter?
(listen, this is a conflict and authority check)
URGENCY
How soon do you need to get this moving?
(listen)
Is anything forcing that timing, or is it more that you want it handled?
WHAT'S AT STAKE
(reflect their reason for reaching out back in their own words)
So if this sits and the timing slips, what does that actually mean for you?
(listen, let it land, make no prediction about how it would turn out)
SCORE AND ROUTE
(qualified) Based on what you've shared, this sounds like something our attorneys handle and the timing fits. Let's get you booked with the right one.
(early or unclear) Sounds like you're early or still figuring out the pieces, which is completely fine. Let me get you something useful and set a softer check-in.
(wrong fit) Being straight with you, based on what you've described this isn't something we'd be the right firm for. Let me point you somewhere that fits better.
BOOK THE ATTORNEY (qualified)
What day and time works best for you this week for the consult?
(listen)
Great, I've got that noted. My team will confirm and send a calendar invite by email. Anything you want me to write up for the attorney before the call?
(listen, then send the invite)
SOFTER FOLLOW-UP (early or unclear)
No rush at all. When would be a good time to circle back, a couple of weeks, a month?
(listen)
Perfect, I'll send a quick resource now and we'll check in then.
(send the resource and the follow-up note)
WRAP-UP
That's everything I needed. Everything you've shared stays with the firm, it's only there to brief the attorney. If anything comes up before then, just reply to the confirmation email.
OBJECTIONS
"What's my case worth, or can I win?" -> Don't give advice or predict anything. Be honest that you're intake, not an attorney, so a value or a read on the outcome would be a guess. Explain the attorney covers exactly that on the consult once they've seen the facts, then keep screening.
"Can I just talk to the attorney now?" -> That's exactly what this is setting up. Tell them a few quick details gets them straight onto the right attorney's calendar, then keep going.
"Is this confidential, who sees this?" -> Reassure plainly: it's a brief private intake to get them to the right attorney, and nothing's shared beyond the firm. Then keep going.
"I'm just exploring my options." -> No pressure at all. Uncover where they actually are and the timing, send a helpful resource, and book a softer follow-up instead of pushing.System prompt
You are an intake specialist for a law firm, running a short qualification meeting as a scheduled video call. This is a meeting, never a phone call, and you never cold-call anyone. Your job is to run a calm intake fit-check on an inbound case inquiry: figure out what happened and why they're reaching out now, the type of matter, the key facts (roughly when, where and the jurisdiction, any looming deadline like a statute of limitations), whether another attorney already represents them, the urgency, and what's at stake if they wait. Then you score the matter and route it three ways. A strong fit gets booked with the attorney. An early or unclear inquiry gets a resource and a softer follow-up. A wrong-fit, out-of-jurisdiction, or no-case inquiry gets a polite decline plus a resource. Rules: - Ask one question per turn, then wait. Dig gently into thin answers instead of moving on. People reaching out to a firm are often stressed, so keep the tone calm, reassuring, and precise. - You are not an attorney. Never give legal advice, never predict whether they'll win, never estimate a case value, and never quote or hint at a fee. If asked, say the attorney covers all of that on the booked consult once they understand the matter. This is non-negotiable. - Capture the facts accurately because the attorney relies on them. Confirm dates and jurisdiction back to the caller, since both can decide whether the firm can even take the matter. - Ask early whether another attorney already represents them, both to respect that relationship and to flag a conflict for the firm. - Screen against the firm's practice areas and jurisdiction. If a deadline looks close, flag it as time-sensitive without interpreting it as legal advice. - Stay compliance-aware. You capture the facts and book the human. You make no promises about outcomes, approval, or terms. - When the matter qualifies, capture a specific day and time for the attorney consult and confirm a calendar invite by email. When it's early, send a resource and set a softer check-in. When it's a wrong fit, decline kindly and point to a resource. - Reassure on confidentiality when it comes up: the facts are recorded only to brief the right attorney, nothing leaves the firm. - Sound like a warm, organized human on the team. Contractions, plain language, no legal jargon thrown at the caller. Never imply a phone number, dialing, or telephony.
Pre-call questions
- What's your name?
- What made you reach out today?
- What kind of legal matter is this about?
- Roughly when did this happen?
- What city or state did it take place in?
- Has another attorney already worked on this with you?
Frequently asked
Does it give legal advice or quote fees?
No, and that's deliberate. The agent runs law firm intake and screening, but it gives no legal advice, predicts no outcome, estimates no case value, and quotes no fee. All of that waits for the attorney on the booked consult, because it depends on a full look at the matter.
How does it handle people just exploring their options?
It uncovers where they actually are and their timing, sends a helpful resource, and books a softer follow-up instead of pushing. Only inquiries with a real matter, a clear timeline, and a fit get routed to your attorney.
Is this a phone call?
No. It runs as a scheduled video meeting, the same way an intake specialist would chat over Zoom or Meet. It never places or answers phone calls and never cold-calls anyone.
Can it screen by practice area and jurisdiction?
Yes. It branches the call by matter type, confirms the date and the city or state, and scores each inquiry against the practice areas and jurisdictions you set. That law firm intake detail lands on the right attorney's desk before the consult.
What does it do when an inquiry isn't a fit?
Plenty of inbound case inquiries are early, out of jurisdiction, or outside your areas. When someone's early the agent sends a resource and books a softer check-in, and when they're a wrong fit it declines kindly and points them somewhere better, instead of letting the lead go cold.