Every new-client call. Every Spanish-speaking injury case. Qualified and booked.
A done-for-you voice agent built for law firms. It answers every new-client call in English, Spanish, and 30+ other languages (French, Portuguese, Mandarin, Vietnamese, Tagalog, Arabic, and more), qualifies personal injury, immigration, and family law intakes against your criteria, captures statute-of-limitations data, runs conflict-check handoff to your paralegal, and books paid consultations. We integrate with Clio, MyCase, Lawmatics, and PracticePanther, and we deploy with privilege-aware safeguards and a BAA where medical records are involved.
Every missed call is a job your competitor just won.
The typical PI firm loses 30 to 45 percent of inbound intakes during peak hours, and Spanish-dominant callers roll to voicemail at nearly twice that rate. A caller hurt in a crash this morning is calling three firms by lunch. The one that answers, qualifies, and schedules the paid consult first is the firm that signs the case.
A deployment posture your general counsel can sign off on.
We deploy the agent in a configuration designed to protect privileged communications and intake confidentiality. Every call opens with a non-representation disclosure so no implied attorney-client relationship forms before conflict clears. Intake data sits inside an encrypted vault behind role-based access, audit logging, and minimum-necessary controls. BAA available where a firm handles PHI under HIPAA (for example PI with medical records).
Non-Representation Notice
Every call opens with your approved non-representation disclosure in the caller's language. No implied attorney-client relationship forms until conflict is cleared and the firm signs a retainer.
Advice Boundary Enforcement
The agent does not evaluate cases, opine on damages, quote likely recovery, or predict immigration outcomes. When asked, it runs your approved no-advice script and routes to the consult calendar.
Conflict-Check Handoff
Captured parties flow to your conflict-check queue in Clio or MyCase. Only cleared matters advance to the paid consult calendar. Positive conflicts get your approved decline script.
Statute-of-Limitations Flagging
Date of incident, date of discovery, and jurisdiction captured on every qualifying call. Rules engine flags cases inside your runway (default 120 days) for priority attorney routing.
Encryption + Access Controls
TLS 1.2+ for call media. AES-256 at rest. Role-based access for intake staff, paralegal, attorney, and administrator. MFA required. Audit logs on every PHI or privileged record view.
BAA Where Applicable
Signed Business Associate Agreement where your firm handles PHI under HIPAA (PI with medical records, some mass tort). Tailored confidentiality and DPA for non-HIPAA matters.
This page describes the configuration Forge Voice deploys for law firms. It does not constitute legal advice and nothing here is an opinion on your firm's specific ethical obligations under state bar rules. Your managing attorney and ethics counsel retain the final say on scripts, disclosures, and advertising posture. Ask for our current security overview and confidentiality template during discovery.
Tuned for the calls that sign your next case.
Legal intake is not generic customer service. Every practice area has ethical, ethical-wall, and statutory constraints. The Forge Voice legal agent runs each scenario the way a senior intake coordinator would.
Personal Injury Intake (Auto / Slip / Premises)
Caller was in a crash, slip, or premises incident. Agent captures date, location, police or incident report, injuries, treatment, insurance, and photos available. Qualifies against your firm's criteria and books paid consult only for cases that clear the gate.
Immigration Consults (Bilingual Critical)
Naturalization, family petitions, U visa, asylum, removal defense. Agent captures entry history, current status, prior filings, pending proceedings, and family member statuses. Bilingual end to end. Flags urgent matters (hearing within 30 days) for priority attorney routing.
Family Law Intake
Divorce, custody, modification, protective orders. Agent captures jurisdiction, parties, children, prior orders, and urgency (any safety concern). Protective order calls route immediately to the on-call attorney with warm transfer. Non-emergency consults booked on the calendar.
Mass Tort + Class Intake
Defective product, drug, device, data breach campaigns. Agent runs the qualification grid (exposure window, product, injury, jurisdiction), captures documented diagnosis where relevant, and writes the lead to your mass-tort CRM with campaign code.
Consumer Protection + Employment
FDCPA, TCPA, FLSA wage cases, wrongful termination, discrimination. Agent captures dates, employer, pay records available, and any EEOC filing. Qualifies against your case criteria and books the paid consult if within scope.
Ethical Decline + Referral
Cases outside your practice area or criteria get a respectful decline with your approved referral script. No booking, no implied representation. Declines are logged so your marketing can see what is showing up that you do not take.
From kickoff to live intake in seven days.
A structured launch with qualification criteria, ethical-wall rules, SOL configuration, and CRM wiring baked in.
Discovery + Scripts
Ninety-minute call with managing attorney, intake lead, and paralegal. Non-representation disclosure drafted, qualification gates agreed, ethical-wall rules set, SOL runway by practice area.
Build + Integrate
We wire Clio, MyCase, Lawmatics, PracticePanther, or Filevine, load your qualification grid, configure conflict-check handoff, and build the bilingual intake script trees for each practice area.
Go Live
You and your intake attorney approve the staging calls, we port or forward the line, and the agent starts qualifying real intake the moment you say go.
Tuned + Reviewed
Thirty days of active tuning. By day 30 the agent runs your intake like a senior intake lead who knows your case criteria, panel, and ethical posture cold.
A complete, done-for-you legal intake program.
You do not buy a tool. You get a ready-to-run bilingual intake system, deployed with privilege-aware safeguards, wired to your CRM, and actively tuned by the Forge team.
Firm Workflow + Criteria Mapping
We work with your managing attorney, intake lead, and paralegal to document qualification criteria, ethical-wall rules, retainer posture, and exactly what your current intake process does today.
Non-Representation Script
Bilingual non-representation disclosure drafted with your managing attorney. Recited at the top of every call so no implied attorney-client relationship forms before conflict clears.
Bilingual Legal Voice
A bilingual voice tuned for legal intake. Warm, composed, respectful, and professional. Same voice greets the English caller and the Spanish-speaking injured client and holds the advice line on both.
Qualification Grid Per Practice Area
Your case criteria encoded as a grid. PI by injury and insurance, immigration by status and filing history, family law by jurisdiction. Cases outside scope get declined with approved referral language.
CRM / Case Management Integration
Clio, Clio Grow, MyCase, Lawmatics, PracticePanther, Filevine, Smokeball, or Captorra. New matter creation, lead writes, and qualification fields flow through supported APIs and webhooks.
Conflict-Check Handoff
Captured parties (caller, adverse parties, employers, insurers) write to your conflict-check queue. A paralegal clears conflict before the paid consult advances. Positive hits get your decline script.
SOL Rules Engine
State and practice-area-specific statute rules loaded in. Date of incident and date of discovery captured on every qualifying call. Cases inside runway get priority attorney routing and CRM flags.
Paid Consult Booking
Only cleared qualified cases advance to your paid consult calendar. Bilingual retainer packets auto-sent. Confirmation calls and SMS at 48h and 2h pre-consult. Waitlist rebook on cancellations.
Monthly Optimization
Thirty-minute working call with your Forge strategist. We review qualified intake volume, Spanish share, disqualified categories, conversion to paid consult, SOL edge cases, and ethical flags.
Priced for firms that treat every new-client call like a signed case.
Simple monthly retainer. Usage passthrough at a flat rate. CRM wiring and SOL rules configuration included.
- 1,000 included minutes / mo
- 1 location
- English and Spanish native
- One CRM integration
- Non-representation disclosure
- Qualification grid, one practice area
- Email intake brief after every call
- 2,000 included minutes / mo
- Up to 3 locations
- Custom bilingual voice
- BAA available (PI / med recs)
- Clio / MyCase / Lawmatics / PracticePanther
- Qualification grids, up to three practice areas
- Conflict-check handoff and SOL flags
- Custom minute pool
- Unlimited offices
- BAA included
- Mass tort and class campaign intake
- Advanced SOL and jurisdiction rules
- Dedicated strategist, weekly review
Guarantee
If the agent does not book at least 20 qualified paid consults in month one, month two is on us.
Not a refund gimmick. An outcome commitment. We track every qualified intake, every paid consult booked, every SOL flag raised in your dashboard. If the agent does not hit the threshold we agree on during discovery, the next month of retainer is waived while we keep tuning.
We only take on firms we believe we can win for. If discovery shows it is not a fit, or if we spot ethical friction we cannot cleanly script around, we will tell you before you sign.
Refer a law firm. Get paid every month they stay.
Legal marketing agencies, intake consultants, case-management resellers, PPC agencies, and law practice coaches. Send us firms and we split the profit with you fifty-fifty for the lifetime of the account. No cap, no sunset, no quarterly reset.
Applications reviewed within 48 hours. We approve partners we believe can win. Once approved, you get a unique referral link, the full asset vault, and a Slack channel with our team.
Apply to the Program →Frequently asked, honestly answered.
Does the agent integrate with Clio, MyCase, Lawmatics, or PracticePanther?
Yes. We integrate with Clio, Clio Grow, MyCase, Lawmatics, PracticePanther, Filevine, Smokeball, and Captorra through supported APIs and secure webhooks. New matter creation, lead writes, conflict-check queue entries, SOL tracking fields, and consultation calendar writes all flow through the supported integration path, not screen-scraping.
How does the agent avoid giving legal advice?
The agent is explicitly scripted to intake only. It does not evaluate the merits of a case, opine on likely recovery, quote damages, predict immigration outcomes, or answer substantive legal questions. When the caller asks for legal advice the agent responds with a compliant no-advice script that your firm approves during discovery and redirects to the consultation. Every call carries the non-representation disclosure at the top so no implied attorney-client relationship forms.
Is a BAA available, and is the deployment privilege aware?
Yes. The deployment is configured to be attorney-client privilege aware. Intake records sit inside an encrypted vault behind role-based access, audit logging, and minimum-necessary controls. We sign a BAA where a firm handles PHI under HIPAA (for example a PI firm with medical records). We also sign tailored confidentiality and data processing agreements for non-HIPAA matters. Subprocessors that touch intake data are under equivalent agreements.
How does conflict-check handoff to a paralegal work?
Before any intake is routed to an attorney, the agent writes the captured parties (caller, adverse party, co-defendants, employer, any named third parties) into your conflict-check queue in Clio or MyCase. A paralegal or intake coordinator clears conflict, and only cleared matters advance to the paid consult calendar. If conflict comes back positive, the agent runs your approved decline script and does not schedule.
How are statute-of-limitations flags handled?
For every PI, medical malpractice, employment, and mass tort call, the agent captures the date of incident, date of discovery where applicable, and jurisdiction. A rules engine flags cases that are within a defined runway of SOL (default 120 days, tunable per practice area and state). Flagged cases are priority-routed to the intake attorney and marked in the CRM so nothing slips past a filing deadline.
Does the agent run full Spanish-speaking intake for immigration and PI?
Yes. Spanish fluency is a core requirement for immigration and PI intake, and the agent runs the full script end to end in Spanish. Naturalization, asylum, U visa, removal defense, family petitions, and PI car-accident intakes all have bilingual script trees. For immigration specifically, the agent captures entry history, current status, prior filings, and pending removal proceedings as intake data, never as legal advice.
Does it qualify or disqualify cases before they reach an attorney?
Yes. The agent runs your firm's qualification criteria (accident type, injury severity, insurance coverage, jurisdiction, statute runway, retainer posture) and only books paid consults for cases that clear the gate. Cases outside your practice area or criteria get a respectful decline with an approved referral script. Attorneys spend the consult calendar on real cases, not on calls that should have been screened.
What does it cost and is setup really waived?
Pricing is custom for each business. Reach out and we will tailor the system to what you actually need.
See the rest of the Forge stack.
Forge Voice is one product in a suite built for service businesses and firms that want to stop losing revenue to operational drag.
General Voice Page
The full Forge Voice product in 30+ languages. Any vertical.
AI SMS + Web Chat
The text-side twin to Forge Voice. Same intake, over SMS and website chat.
Client Document Vault
Secure client portal for retainers, releases, and records with privilege-aware controls.
Back-Office Automation
Billing reminders, review collection, and referral follow-up for law firms.
Stop losing cases to the firm that picked up first.
Call the Forge Voice demo right now. Talk to the legal intake agent. Ask it to qualify a Spanish-speaking rear-end crash with a 23-month SOL runway. When you are ready, claim your launch slot.