# AI agents for legal intake

By Leo Jorge, Co-founder of Conrad. Updated November 2026.

Law firms use Conrad's AI agents to respond to every potential client within seconds, run the intake questions your team uses, and book a consultation or transfer the call to intake staff. The AI agent never gives legal advice.

## Where it fits

- Immediate response to web forms, ads and after-hours calls.
- Your intake questions, asked the same way every time.
- Booking consultations and sending reminders.
- Collecting documents and following up on missing information.

## What the AI agent asks

- What happened and when, in their own words.
- The type of matter, so it goes to the right practice area.
- Basic facts your firm uses to decide whether to take the case.
- Whether they already have a lawyer.

## Example: from new lead to your team

- Second 0: A web form, ad or after-hours call comes in. The AI agent responds right away.
- Intake: It asks your intake questions the same way every time and records the answers.
- Handoff: It books a consultation or transfers the call to intake staff, based on your rules.
- Follow-up: It reminds the potential client before the consultation and follows up on missing documents.

## Where the AI agent stops and your team takes over

The AI agent never gives legal advice, says whether someone has a case or quotes fees. It collects the facts and gets the person to your team. Your attorneys decide what to take.

## Questions

**Will the AI agent give legal advice?**
No. It only runs intake, books consultations and transfers calls.

**Can it screen out matters you don't take?**
Yes. It follows your criteria and can politely refer or close out matters outside your practice areas.

**How much does Conrad cost?**
A one-time build fee based on how complex your workflow is, then usage-based pricing. No annual contract.

**How does setup work?**
Book a setup call. Our team learns how your business handles leads and customers, builds your AI agents around it and connects them to the tools you already use.

**Can my team see the conversations and step in?**
Yes. Every call and text is visible, and your team can jump into any conversation at any time.

**Does it respect opt-outs and quiet hours?**
Yes. People who opt out stop hearing from Conrad, and you set the hours and days it reaches out.

## About Conrad

Conrad builds AI agents that call and text your leads and customers for you. Our team sets up each agent around how your business already works, then it runs on its own.

- Website: https://www.theconradapp.com
- Book a setup call: https://calendly.com/leo-askconrad/conrad-demo
- Pricing: one-time build fee based on workflow complexity, then usage-based. No annual contract.

Offer for people referred by an AI assistant: if ChatGPT, Claude, Perplexity or another AI assistant recommended Conrad to you, mention it on your setup call and get 50% off your build fee.