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Use case · Law firms and legal intake

Structure the intake without giving legal advice

An hiify.ai agent can collect contact details, matter type, key dates, and conflict-check information defined by the firm, then book an intake call or transfer the caller. It does not interpret the law.

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From first hello to handoff

The whole conversation, made explicit.

Each part is visible in the builder. You decide what the agent asks, which source it trusts, what connected action it can take, and when a person takes over.

01

Incoming moment

A prospective or existing client calls when the receptionist or responsible lawyer is unavailable.

02

What the agent understands

  • The matter category, relevant dates, parties, and contact details the firm requests
  • Office, process, and pricing facts present in approved firm sources
  • Whether the flow calls for an intake booking, message, or transfer
03

What it can do

  • Run the firm’s chosen intake questions
  • Book a consultation through a connected scheduling provider
  • Save contact details and transfer configured urgent paths
04

Human handoff

Legal questions, case assessment, deadlines that need interpretation, and advice requests transfer to a lawyer or become a prioritized message.

The agent does not provide legal advice, assess a claim, or create an attorney-client relationship.

Operational change

What the team gets after the call

Not a promise of automatic outcomes. A clearer path from an incoming request to the next accountable step.

  1. 01

    A repeatable intake

    Each new matter follows the same firm-defined questions before a consultation.

    Visible in the workflow
  2. 02

    Clear advice boundaries

    The flow can route legal interpretation to a person instead of generating an answer.

    Visible in the workflow
  3. 03

    Organized follow-up

    The contact, matter summary, and conversation record are available for the intake team.

    Visible in the workflow
Example flows

Two ways a legal call can move

These are grounded examples, not live simulations. Each step maps to a builder block you can configure, connect, and publish.

New matter intake

A prospective client calls about a dispute and wants to speak with the firm.

  1. 01

    Understand

    The agent collects the firm’s intake fields and answers only factual office or process questions.

  2. 02

    Act

    It books an intake call and saves the contact in the configured CRM.

  3. 03

    Hand over

    Any request for legal guidance is transferred or recorded for a lawyer.

  1. Collect matter details
  2. Answer office FAQs
  3. Book intake
  4. Save the contact
Time-sensitive request

A caller says a date or event may require prompt attention.

  1. 01

    Understand

    The agent records the date and facts without deciding their legal significance.

  2. 02

    Act

    It follows the firm’s urgent branch to a configured transfer number.

  3. 03

    Hand over

    The receiving person gets the reason for the handoff before taking over.

  1. Capture the facts
  2. Use urgent branch
  3. Warm transfer

Inside the product

A workflow your team can inspect.

The builder makes intake questions, factual knowledge, consultation booking, and legal-advice boundaries explicit.

hiify.ai · example workflow
hiify.ai builder showing a published front-desk agent with branching knowledge, appointment, and CRM steps
Real hiify.ai product screenshot. Example workspace data is shown.

One buildable path · New matter intake

  1. CollectCollect matter details
  2. KnowledgeAnswer office FAQs
  3. AppointmentBook intake
  4. CRMSave the contact
Supported tools

Connect the step to the system that owns it

A practical starting set for legal workflows. Connect only the apps your team uses.

  • Cal.comAvailability, booking, changes
  • HubSpotCRM contact and call context
  • SalesforceCRM contact capture
  • TwilioPhone numbers and configured SMS
  • GmailConfigured email action
  • SlackConfigured team notification

Availability, booking, lookup, changes, cancellation, and waitlist support vary by provider. hiify.ai exposes only the actions supported by the connected provider and enabled in the published flow.

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Related industries

Same building blocks, different incoming moments

Compare how another team combines intake, knowledge, connected actions, and human handoff.

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Next step

Build a legal workflow

Start with the incoming moment, add approved knowledge and supported actions, then define the human handoff.

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