Answer every intake call. Bill more hours.
Dextel answers every intake call, captures the matter type and the party names your team needs for its own conflict check, and books consults — without ever giving legal advice. Every decision about a matter stays with your attorneys. Custom retention and audit trails built for the bar.
Intake leaks revenue at every stage of the funnel.
- After-hours calls — when accident victims are calling — go to voicemail and convert to your competitor.
- Paralegals burn billable hours capturing matter details that could be intaken in two minutes.
- Intake forms ask for everything; callers abandon halfway through.
- Conflict checks happen too late — sometimes after the consult is already on the calendar.
An agent shaped for your day, not a generic bot.
Matter-type intake
Trained on your practice areas. Captures the right facts (incident date, jurisdiction, opposing party) without veering into advice.
Conflict-check details captured
Collects the names of all parties and passes them to the assigned attorney, who runs the firm's conflict check before the consult is confirmed. The agent never decides whether a matter is taken.
Books consults by attorney
Routes the matter to the right attorney's calendar. Reads availability per practice group, not just the firm overall.
Sends the engagement packet
With the caller's consent, a confirmation SMS and email with their consult details and any intake docs you require — sent to the person who booked, the moment their call ends.
Audit trail & retention controls
Every call recorded, transcribed, and timestamped. Custom retention windows for compliance with state bar rules.
Stays in its lane
Agent is hard-blocked from offering legal advice. If asked, it acknowledges the question and escalates to an attorney.
From sign-up to first booked call in under an hour.
- 01
Configure practice areas
Tell the agent which matters you take, jurisdictional rules, and the questions you need answered up front.
- 02
Connect your case mgmt
Native sync with Clio, MyCase, PracticePanther. Or push intake records via webhook.
- 03
Forward intake line
Route after-hours, overflow, or full-time. Every intake lands as a structured record in your case system.
Things people ask before signing up.
Will it ever give legal advice?+
No. The agent is hard-blocked from offering advice. If a caller asks, it acknowledges the question, captures the context, and escalates to an attorney.
How do you handle privilege and confidentiality?+
Recordings are encrypted at rest, accessible only to authorized firm staff, and retained for the window you set. We sign confidentiality agreements at the firm level.
Does it work for criminal defense?+
Yes — and we have intake templates for PI, family, immigration, criminal, estate, and small-business. Which party names and bond details the agent collects for your team is configurable per practice area.