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AI intake for plaintiff law firms

Speed-to-Lead for law firms.
Start with after-hours and overflow.

Many firms start with the leads that land after hours or when intake is full, then decide what to add. The AI Receptionist answers inbound calls day and night. Outreach to new leads (a text, an email and a call, then 14 days of follow-up) runs inside the hours your firm approves. Leads who are a fit are booked, sent an e-sign packet or warm transferred to your team: the one outcome you chose. AI Workflows run the sequence.

Part of Kayse One. Speed-to-Lead runs on Kayse Voice and Kayse CRM, included in every Kayse One plan. See Kayse One

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Your firm sets the questions, contact permissions and handoff rules. Outreach also follows allowed calling hours.

Momentum: $499/month + $10 for phone numbers + usage. Scale: $999/month + $40 for phone numbers + usage. Compare plans

A new inquiry arrivesIllustrated workflow

During contact hours

From inquiry to intake.

An example of a firm-approved outreach sequence.

  1. Receive the lead

    Use the fields supplied by your lead source or connected system.

  2. Apply the contact rules

    Use the approved channels, opt-in records, and allowed calling hours.

  3. Connect with intake

    Offer a warm transfer or an appointment when the lead responds.

Your team takes over with the conversation context.

After contact hours

A lead comes in overnight.

Availability does not override the contact rules your firm sets.

  1. Record the inquiry

    Keep the details and source together for follow-up.

  2. Respect the calling window

    Schedule the call for the next allowed window.

  3. Follow the approved sequence

    Use other channels only when the firm’s consent and timing rules allow them.

The next step is visible instead of sitting in an unattended inbox.

What speed to lead means for a law firm.

How fast your firm reaches a new inquiry, and how long it keeps trying.

An injured person who fills out your form is not going to call you. They expect your call.

78%

of cases go to the first firm that responds

FindLaw
391%

more conversions when a lead is reached in under a minute

Velocify
15+

case types in one premade Smart Intake Agent workflow

What the workflow covers. Not a result.

Leads from ads and web forms arrive at all hours. Most firms lose leads in the first hour and do not find out.

Here is the sequence Kayse runs, inside your calling-hour rules:

  1. About 1 minute

    A text, an email and a call. The email carries your intake form link.

  2. Day one

    Up to 5 calls.

  3. The next 14 days

    One touch a day. When the lead does not pick up, Kayse sends your intake form by SMS text and email.

  4. When the lead responds

    Office openA live warm transfer.

    Office closedKayse can book a time on your calendar.

    You set which.

Many leads will fill out a form before they will take a call from a number they do not know. When a form comes back, Kayse thanks them and can book the warm transfer or a time with your team.

A premade workflow

One Smart Intake Agent for 15 or more case types.

Your forms are ready before you start, and we make the launch edits with you.

1. Pick your case types.

Start from Kayse’s library of ready-made plaintiff intake forms, built on plaintiff intake best practices.

2. We make the launch edits with you.

Change questions, or bring your own forms. Your launch scope lists the edits it covers.

3. Approve and go live.

Approve your intake rules and the outcome you want: warm transfer, booked appointment or e-sign packet.

One workflow, many case types. One Kayse Smart Intake Agent workflow covers 15 or more case types, answers and reaches out, and calls, texts and emails. Another case type does not automatically mean another agent fee.

Inbound, outbound, 14 days

More reach. Less risk.

AI outreach should help your firm, not worry it. You stay in charge of what Kayse says and when it stops.

Answers and reaches out.

The AI Receptionist answers your main line 24/7/365. Outreach to new leads runs inside the hours your firm approves.

14 days of follow-up.

Calls, texts and emails for 14 days, with your intake form link in each message, until the lead books, signs or talks to your team.

Guardrails that lower the risk.

You approve the questions, scripts and handoffs. AI disclosure on calls is built in. When someone says stop, Kayse stops the way they asked, and every call, text and email is logged.

A response is only the beginning.

Give each inquiry a route to a useful next step.

Reach out

Start the approved sequence when a new lead enters the workflow.

Qualify the next step

Collect the intake details your firm needs and use your criteria to guide the conversation.

Bring in your team

Transfer a live conversation or offer an appointment. Make the collected details available for follow-up.

Give interested leads a clear next step.

If your firm prefers a conversation before sending a retainer, your AI Agent can book an appointment. A scheduled time gives the lead something clear to expect.

Your firm's Cal.com account

Appointment booking requires your firm's own Cal.com account and an active calendar connection. Cal.com connects with Google Calendar, Microsoft Outlook, and other supported calendars.

One person or a team

Use one person's availability or a shared pool of available team members. Each workflow or campaign can use its own Cal.com event type, so you can choose a different appointment length, person, or team availability for each booking outcome.

Only if you book appointments

Your firm owns and pays for Cal.com. Kayse helps configure the booking outcome during your agreed launch. If your agents will not book appointments, you do not need Cal.com for Kayse.

Decide the rules before the first call.

Work through the exceptions with your intake team.

Contact permissions

Confirm the source of each lead and the consent for the channels you plan to use.

Review the guardrails

Routing and availability

Choose the transfer destination, booking calendar, and what happens when intake is unavailable.

Scripts and review

Approve the questions, language, and escalation points. Test sample inquiries before launch.

Explore Agent Builder

AI Receptionist, day and night.

Kayse runs day and night. Your team takes the live calls that matter. Kayse handles the rest.

It can qualify, book and route without requiring a human handoff for the first conversation, following the rules your firm sets.

Keep your case system in the loop.

Choose who will build and maintain the connection before you launch.

Included in your launch

Momentum and Scale each include one supported connection. Scale covers broader agreed mapping. When it runs through Zapier, Kayse builds and tests it in Kayse's Zapier account at no separate charge. Your order lists the system, the fields, which way they sync, who owns the main record, and who maintains it.

Changes later

New intake questions can need mapping updates. Changes outside your launch scope, custom integrations and data cleanup are quoted and approved in writing first. Third-party fees are billed by that vendor.

Read the integration scope

Questions about Speed-to-Lead?

Every Kayse question and answer sits in one place, on the pricing page, so there is never a second version to wonder about.

Read the Kayse FAQ →

Put it to work

Bring a recent intake example.

We will walk through its source, the first response, and the point where your team takes over.

Book a demoView plans