Legal intake, answered while your lawyers are in court
GreetKeeper asks your conflict-check questions, sorts the caller by practice area, and writes the record to Clio. $49 a month, overage printed.
Caller
“My employer let me go on Friday, a week after I reported my manager to HR. Do you take employment cases, and what do I need to bring?”
What happened next
- Asked for the two conflict-check names you require: the employer and the manager
- Routed to the employment team's queue, with a consultation booked for Thursday 9:30am
- Clio contact and task created through Zapier, transcript linked, summary in your inbox by 12:25pm
Intake calls land when nobody at the firm can take them
A person who's just been fired, served or injured rings the first firm that picks up. Your lawyers are in court, your paralegal is on the other line, and the call goes to voicemail.
Most of those callers won't leave you a message. They've rehearsed their story once and they want to tell it to a person now, so they dial the next name in the search results. You find out on Monday that a strong employment case signed with the firm across the street.
Calls you do catch are uneven. One of your paralegals asks about the opposing party, another forgets. A conflict then surfaces two weeks later, after a lawyer has already spent an hour on the file. That hour is written off, and the caller has to be told to start again elsewhere.
GreetKeeper answers the intake call the same way every time. It says it's an AI at the start and asks the conflict-check and screening questions you wrote. Then it sorts the caller by practice area and hands your team a transcript with a short summary.
What happens on a legal intake call
You write the questions and the routing rules once. GreetKeeper runs them on every call, at noon and at midnight.
Disclose, then screen
Your greeting states that the caller is speaking to an AI assistant. Utah requires a prominent spoken disclosure at the start of the call for regulated occupations, and law is one of them. Maine requires clear notice in trade generally. The announcement is a setting you switch on, and it takes one line of the greeting.
Ask the conflict-check questions first
The opposing party's name, the caller's employer, the other driver, the spouse. You decide which names your conflict check needs, and GreetKeeper asks for them before anything else. Each answer is stored as a question and answer pair, so your clerk runs the check from a record rather than from a paragraph.
Sort the caller by practice area
A rule reads like this: employment goes to your employment team's queue, and family law goes to the partner who takes those consults. Anything outside your practice areas hears the referral line you wrote. GreetKeeper routes by what the caller needs and applies the rule you set.
Book the consultation and read it back
When the matter is one you take, GreetKeeper offers the open consultation slots in your calendar. It reads the name, number and time back to the caller before it books. A misheard surname is caught on the call, not at your front desk.
Escalate the ones that can't wait
A caller with a hearing tomorrow, or one who asks for a person, is transferred to the on-call lawyer. If that number doesn't pick up, GreetKeeper tries a second number you nominate, and it texts the on-call person the caller's details either way.
What lands in your systems, and what it costs
Every plan includes booking and intake questions, and the rate after your allowance is printed here rather than quoted on request.
| Plan | Monthly | Calls included | After that |
|---|---|---|---|
| StarterFor a single location taking calls one line at a time. | $49 | 200 | $0.45 per call |
| ProfessionalBooking, routing and transfers included, not an add-on. | $149 | 750 | $0.35 per call |
| ScaleFor busy phones and longer opening hours. | $349 | 2,000 | $0.25 per call |
Each call arrives as a transcript and a short summary, with the conflict-check answers attached as question and answer pairs. If you run Clio, a Zap catches GreetKeeper's webhook with Webhooks by Zapier, which needs a paid Zapier plan (Professional or above). Clio's own Zapier action then creates the contact and a matter or task. Your caller also receives one text with the consultation confirmation, and a reply with the opt-out word stops further texts.
Starter is $49 a month for 200 answered calls, then $0.45 a call. Professional is $149 for 750 calls at $0.35, and Scale is $349 for 2,000 at $0.25. Every plan starts with a 14-day free trial with every feature on, and no card is needed to start.
Per call matters for your intake line. A caller describing a wrongful termination talks for twelve minutes, and a per-minute service bills you for every one of them. Smith.ai also bills per call. Its Pro plan is $150 a month for 75 to 300 calls at $2.00 to $2.17 each, read on its own pricing page in September 2026. GreetKeeper's Professional plan is $149 for 750 calls, and you can check both figures yourself.
Setting up legal intake well
Keep the conflict-check list short and specific: the names your clerk actually searches. Three names cover most matters, and a caller who's just been served will answer three questions before they tire.
Write the reply for legal questions. A caller will ask whether they have a case, and the answer you want given is that a lawyer covers that at the consultation. GreetKeeper gives that reply and records the question for the callback.
Switch on the AI announcement in every state, not only in Utah. It's one line, and a caller who knows what picked up gives cleaner answers. Set the recording disclosure on the same screen if you record intake calls.
Questions people ask
Will an AI give my callers legal advice?
Legal questions go to a lawyer. GreetKeeper answers the questions about your firm that you train it on, such as practice areas, office hours and what to bring. It records the caller's legal question for your callback. You write the line it uses, so the caller hears your words.
How do conflict-check questions work on a phone call?
You list the names your check needs, and GreetKeeper asks for them at the start of the call and reads them back. Each one is stored as a question and answer pair in the summary and in your Clio record. Your clerk searches the name, not a paragraph.
Does the record reach Clio without anyone retyping it?
Yes. GreetKeeper sends a webhook when the call ends. Webhooks by Zapier catches it on a paid Zapier plan (Professional or above), and Clio's Zapier action creates the contact and a matter or task. You map the intake answers to Clio fields once. The transcript and summary stay in GreetKeeper as well, so you can rebuild the record from there.
Does Utah require a spoken AI disclosure for law firms?
Yes. Utah's AI Policy Act requires a prominent verbal disclosure at the start of the call for regulated occupations, and law is one of them. Maine requires clear notice in trade generally. GreetKeeper's announcement is a setting, and switching it on covers the greeting on every intake call.
What happens when two intake calls arrive at once?
Both are answered. GreetKeeper answers calls that arrive together at the same time, so nobody queues behind a long personal injury story. Each call gets its own transcript and summary, and your routing rules run on each one.
Run your conflict questions past it
Bring the names your clerk searches. 14 days free, no card.