Legal

Capture every case. Qualify instantly.

AI intake agents that screen potential clients 24/7, qualify cases against your firm's criteria, capture incident details, and push qualified leads directly into your case management system.

78%
Of callers hire first firm that responds
5 min
Window to capture a lead
24/7
Intake coverage
3x
More qualified leads
Use Case

24/7 client intake and screening

Potential clients call after seeing your ad at 9 PM. Alli answers immediately, captures incident details, and screens against your case acceptance criteria. Qualified leads are pushed to your CRM.

1
Prospect calls firm
2
Identify practice area
3
Capture incident details
4
Screen against acceptance criteria
5
Push to CRM with score
Use Case

Case qualification and scoring

Alli asks the right questions: statute of limitations, injury severity, liability indicators. Each lead is scored against your thresholds and tagged by case type and urgency.

1
Collect case facts
2
Check statute of limitations
3
Score injury severity
4
Evaluate liability indicators
5
Assign priority and case type tag
Use Case

Conflict checking and routing

Before information is shared, Alli can perform basic conflict checks against party names in your system. Flagged conflicts are routed to your ethics officer.

1
Capture opposing party names
2
Query conflict database
3
Flag potential conflicts
4
Route clean leads to intake
5
Escalate conflicts to ethics
Use Case

Follow-up and retainer scheduling

After initial intake, Alli schedules the consultation, sends retainer agreement links, and follows up with leads who haven't completed paperwork.

1
Initial intake complete
2
Schedule consultation
3
Send retainer agreement
4
Follow up on unsigned docs
5
Confirm signed retainer

The problem. The solution.

Problem

Potential clients call outside business hours and hire the first firm that answers.

Solution

Alli answers every call immediately — evenings, weekends, holidays.

Problem

Intake staff spend hours on unqualified leads that don't meet your criteria.

Solution

AI screens every caller against your specific criteria before involving your team.

Problem

High-value cases are lost because intake is too slow.

Solution

Instant intake with real-time CRM push. Qualified leads reach attorneys in minutes.

Problem

Inconsistent intake quality — different staff miss critical details.

Solution

Alli follows your exact intake script every time. No missed questions.

Problem

Signed retainers stall because follow-up is manual.

Solution

Automated follow-up sequences chase unsigned retainers and incomplete forms.

Example call flows.

See how Alli handles real scenarios.

Personal injury intake

1

Caller describes a car accident from two weeks ago

2

Alli captures date, location, injuries, at-fault party

3

Checks statute of limitations and injury thresholds

4

Qualifies as high-priority PI case (score: 87/100)

5

Creates lead in Salesforce and schedules consultation

Family law inquiry

1

Caller asks about divorce filing process

2

Alli gathers marriage duration, children, assets, urgency

3

Performs basic conflict check on opposing party

4

Qualifies based on case complexity

5

Books initial consultation and sends intake questionnaire

After-hours mass tort

1

Caller responds to TV ad about product liability at 11 PM

2

Alli captures product exposure details and injuries

3

Verifies caller meets campaign-specific criteria

4

Tags lead with campaign source and estimated value

5

Pushes to mass tort pipeline with priority flag

Works with your stack.

Direct integrations with the tools you already use — no middleware, no manual sync.

CRM

S
Salesforce
H
HubSpot
G
GoHighLevel

Scheduling

C
Calendly
G
Google Calendar

Payment

S
Stripe

Platform

C
Composio (1,000+ apps)

Compliance

CallAlli maintains strict data confidentiality for attorney-client communications. All call data is encrypted in transit and at rest. Recordings and transcripts are accessible only to authorized personnel. We support configurable data retention policies.

Common questions.

Can Alli handle different practice areas?

Yes. Separate scripts for PI, family law, criminal defense, immigration, mass tort, and more. Each customized to your criteria.

Does it integrate with our case management system?

We connect to case management and CRM tools through our 1,000+ integration catalog via Composio, plus custom API and webhook integrations built by our team. Reach out and we will scope your specific system.

How does case qualification work?

You define criteria — statute of limitations, injury type, liability, damages thresholds. Alli scores each lead accordingly.

Can it handle high call volume from ad campaigns?

Yes. Alli scales to thousands of concurrent calls during TV, radio, or digital campaigns.

Is the data kept confidential?

All call data is encrypted and stored securely. Configurable retention policies and access controls.

HIPAA
SOC 2
PCI DSS
GDPR
SDVOSB

Ready to automate your legal operations?

See how CallAlli works for your specific workflows.