Industries

AI receptionist and client intake for law firms

Legal leads are won by whoever answers first. HUM picks up every call — nights, weekends, mid-deposition — runs your intake questions, schedules the consultation, and delivers a qualified, structured lead to your CRM.

The most expensive voicemail in business

A missed call at a law firm isn’t a missed message — it’s a retainer signed with the firm that answered.

Leads don’t leave voicemails

Someone facing a legal problem calls down their search results until a human — or something that sounds like one — answers. Second place gets nothing.

Intake quality is inconsistent

Whoever grabs the phone asks whatever they remember. Matter type, urgency, conflicts info, referral source — captured sometimes, missed often.

Attorneys billing hours can’t answer phones

Every interruption costs billable time; every unanswered ring costs a client. A human receptionist only fixes eight hours of the problem.

What Bea handles

Agentic inbound and outbound, on your numbers

Structured intake in, scheduled consultations out.

Inbound

  • Answers 24/7 and runs your intake script — matter type, urgency, parties, referral source
  • Schedules consultations directly on the calendar
  • Routes existing clients to the right attorney or paralegal
  • Screens solicitors and spam with caller-ID lookup and blocklists
  • Captures messages with priority so urgent matters surface first
  • Warm-transfers qualified, time-sensitive leads to an attorney on duty

Outbound

  • Confirms consultations to keep the calendar honest
  • Follows up on unsigned engagement letters and requested documents
  • Reminds clients about appointments, deadlines-related meetings, and callbacks
  • Re-engages leads who went quiet after the first consult
  • Runs follow-up campaigns from your lead list with per-lead context

Connects to your stack

HUM writes every intake to your practice-management or CRM system through the vendor-neutral connector, MCP tools, and signed webhooks — lead source, matter details, transcript, and recording attached. See how integrations work.

Platform

Intake that would make a managing partner smile

Consistent questions, clean data, complete records.

Scripted, structured intake

Your qualification questions asked the same way every time, captured as structured outcomes — not scribbled notes.

24/7 including weekends

Nights, weekends, and holidays follow their own flow rules — the 2am DUI call gets answered and triaged.

Attorney warm transfer

Hot leads and urgent client matters transfer live with a summary — context first, then the connection.

CRM & practice-management sync

Contacts resolved and created, call activity logged, transcripts attached — through the signed connector contract.

Full call records

Recording, diarized transcript, AI summary, and outcome on every call — a complete, searchable record.

Access controls & audit

Role-based access, org-scoped data, blocklists, and audit trails — with tenant API keys for your systems.

FAQ

Common questions

Will the AI give callers legal advice?
No. Bea is a receptionist and intake assistant: it gathers facts with your script, schedules consultations, routes existing clients, and escalates urgent matters. It’s explicitly instructed not to advise — the law stays with your attorneys.
How good is the intake, really?
More consistent than most human intake: every caller gets the same qualification questions in the same order, answers are captured as structured fields plus a full transcript and recording, and the lead lands in your CRM seconds after hangup.
Can HUM integrate with our practice-management software?
Yes — through the vendor-neutral CRM connector (four small signed HTTP endpoints any system can implement), MCP tools for direct API access mid-call, and signed webhooks for every event. If it has an API, HUM can talk to it.
What happens with confidential information callers share?
Calls, transcripts, and recordings are scoped to your organization with role-based access and audit trails. You control retention and who sees what, and tenant API keys keep integrations scoped to exactly the access they need.
Can urgent calls still reach a live attorney?
Yes — flows can warm-transfer time-sensitive leads or existing-client emergencies to an on-call attorney with the intake summary delivered first, and the live agent console shows your staff the queue in real time.

Answer first. Sign the retainer.

Put 24/7 structured intake on your main line — 14-day free trial, no credit card required.