Legal Intake Coordinator / Small Firm

Lead Qualification + Booking

Qualify Clients and Book Only the Right Consultations

AI asks consistent intake questions, filters poor-fit matters, books qualified consultations, and confirms by email.

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Works with Google Calendar & GmailNo long-term contract on trialSet up in minutes

Sample Call

Hear how Otofi handles a lead qualification + booking call

Speak into your mic and hear the agent handle a real lead qualification + booking call.

Demo

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Ready

Transcript

AvaHi, thanks for calling. How can I help you today?
CallerI'd like to book an appointment for next week.
AvaSure, let me check what's available for you…

← Press play to hear the real thing

The Problem

The lead qualification + booking challenge every legal intake coordinator / small firm faces

These aren't edge cases - they happen every week, and each one costs you business.

Unqualified calls consume attorney and staff time on poor-fit matters

Intake quality varies significantly depending on who answers

Important case details missed during rushed intake

Follow-up delayed when notes are incomplete

How It Works

How Otofi handles lead qualification + booking

One AI voice agent. Connects to your Google Calendar and email. Turns every conversation into a confirmed booking, automatically.

1

Answer the call

The AI answers every inbound call with natural, conversational speech.

2

Check real-time availability

It reads your connected Google Calendar and finds open slots instantly.

3

Book the appointment

The slot is written directly into the correct calendar entry - no manual entry needed.

4

Send confirmation email

A professional confirmation email is sent automatically on behalf of your business.

What You Gain

What legal intake coordinator / small firms gain with Otofi

Consistent, high-quality intake

Every prospect answers the same screening questions so no case detail falls through.

Only suitable matters reach the calendar

The AI books consultations only for prospects who match your firm's practice areas.

Full notes captured and emailed

Intake details and prospect answers are included in the confirmation and sent to the attorney.

Higher consultation conversion

Better-qualified consultations lead to more retained clients and less wasted attorney time.

Platform Capabilities

Everything the Otofi AI voice agent can do

One platform handles inbound answering, outbound calling, calendar booking, and email confirmation - no integrations needed beyond Google Workspace.

Inbound call answeringAnswers every call 24/7 with natural conversation.
Outbound callingPlaces follow-up or reactivation calls on your behalf.
Google Calendar integrationReads live availability and writes appointments in real time.
Email on your behalfSends professional confirmation emails automatically.
Appointment bookingTurns conversations into confirmed calendar events without human intervention.
Lead scoring & summariesAI scores every call and summarises outcomes for your team.

Integrations

Connects to your law firms software

Reads live availability and writes bookings, notes, and outcomes directly into your tools -- during the call.

Native integrationsDirect API
Clio Grow
Clio Manage
Lawmatics
MyCase
PracticePanther
Smokeball
Filevine
Via Zapier5,000+ apps
Calendly
Google Calendar
HubSpot
Zapier

Native integrations write intake data and conflict-check fields directly to your practice management system. Consultation slots are read from and written to Clio or your connected calendar in real time.

FAQ

Frequently asked questions

An AI voice agent answers inbound calls and can place outbound calls using natural conversation. It integrates with your calendar and email so every conversation can become a booked appointment with an automatic confirmation - around the clock.
Yes. The agent reads real-time availability and writes the appointment into the correct calendar slot during the call.
Yes. The AI operates 24/7. Callers who reach you outside business hours are handled, scheduled, and sent a confirmation - no staff required.
Yes. Once an appointment is booked, the agent sends a professional confirmation email on your behalf, which helps reduce no-shows.
Yes. A free trial is available with no long-term contract. Connect Google Calendar and be live in minutes.
Otofi voice agents are highly natural and conversational. You control the voice, tone, and conversation style.

Ready to solve lead qualification + booking?

Start free today. Connect Google Calendar and be live in minutes - no long-term contract.

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