Case Qualification & Intake
Screens callers across practice areas with custom intake logic, gathering key facts before an attorney ever picks up.
Legal & Law Firms
Sign high-value cases while you're in court.
AI that handles client intake, screens case details, and books consultations 24/7, so your attorneys only spend billable hours on qualified, retainable matters.
The Problem
A missed call is a $20,000 case lost to another firm.
When someone is injured, arrested, or served with legal papers, they don't leave voicemails. They call down search results until someone answers. If your phone goes to voicemail because you are in trial, depositions, or with clients, that prospective retainer goes to the next firm on the list.
The Solution
Instant 24/7 intake that never misses a case.
Ontix deploys an intelligent legal intake receptionist that answers every call on the first ring. It asks your firm's custom screening questions, captures adverse parties and case facts, and schedules consultations directly onto attorney calendars.
What it does
Every part of legal intake, streamlined.
Consultation Scheduling
Syncs directly with your calendar to book prospective clients into open consultation slots the moment they qualify.
24/7 Inbound Coverage
Answers emergency calls at midnight, weekends, and holidays, capturing cases while competing firms go to voicemail.
Preliminary Conflict Check
Collects adverse party names, incident dates, and jurisdiction details to help you filter conflicts immediately.
Consultation Reminders
Sends SMS confirmations, directions, and retainer reminders to drastically reduce consultation no-shows.
Legal CRM Sync
Logs complete call summaries, transcripts, and contact records directly into Clio, Filevine, or your practice management software.
How it works
Seamless integration with your legal practice.
01
Map Your Intake Criteria
Define your practice areas, screening questions, jurisdiction rules, and what makes a case retainable.
02
Connect Your Practice
Route your office phone numbers and integrate your calendar and legal CRM (Clio, LawPay, or custom software).
03
Capture Every Retainer
Your AI begins answering calls 24/7, qualifying cases, and booking consults while you focus on winning in court.
Where it shows up
Two situations where the AI protects your revenue.
The 8 PM accident enquiry
The problem
A prospective client is involved in a collision after work. They call your firm first, but your office closed at 5 PM. If nobody answers, they call the next firm on Google.
How it plays out
The AI answers in seconds, empathetically captures the accident details and injuries, and books a consultation for 9 AM tomorrow on your calendar before they ever consider calling a competitor.
Intake while you are in court
The problem
You are tied up in an all-day trial or mediation. Five potential clients call your office, but your paralegal is swamped with filings and court deadlines.
How it plays out
The AI conducts intake for every caller simultaneously, qualifies case viability, and schedules follow-up consultations with complete notes waiting in your inbox when court adjourns.
Who this is for
Built for law practices that compete on speed and service.
- Personal injury, criminal defense, and family law firms where speed-to-lead determines client acquisition.
- Solo practitioners and small law firms without full-time intake coordinators.
- Growing multi-attorney practices spending heavily on marketing that need 100% call capture.
Stop losing retainers to voicemail