Intake quality
Did the call capture what your firm requires: contact details, matter type, key dates and how they heard about you? Gaps are listed, field by field.
Law firms
Know which intake calls become clients.
icepac.ai turns your recorded intake calls into transcripts, summaries and a legal intake scorecard: was the intake complete, which practice area, was the conflict check asked first, and was a consult booked. Then it shows which sources and which intake staff sign the most cases.
Sample call, scored
- Intake Thank you for calling. How can we help today?
- Caller I was in a car accident last week and need a lawyer.
- Intake I'm sorry to hear that. First, may I have your name and the name of the other driver?
- Caller James Carter. The other driver was Ellen Brooks.
- Intake Thank you, James. An attorney has Wednesday at 10 or Thursday at 3. Which should I hold for you?
- Caller Wednesday at 10.
Sample call with a made-up firm, staff member and caller. Names, times and scores are illustrative.
Scored for law firms
An intake scorecard your managing partner will actually read
Practice area
Each call is tagged with its practice area, so you see demand for each type of matter and route leads to the right attorney.
Conflict check asked
Were the names of all parties taken before the caller told the story? Calls that skip this step are flagged for review.
Consult booked
Booked, held pending review, declined or lost. Lost consults show up on a follow-up list with the transcript attached.
Urgency and deadlines
Court dates, filing deadlines and arrests are pulled from the conversation and marked urgent for a same-day callback.
No advice given
Calls where staff may have offered legal advice before engagement are flagged, so partners can review them.
After-hours intake and consult fill
The next case calls at 8 p.m. Someone should answer.
Prospects call while your team is in court or at home, and the firm that answers first often gets the case. The AI appointment assistant takes intake whenever your office is closed or every line is busy, and when a consult is canceled or rescheduled, it offers the open time to prospects waiting for an earlier one, by text and then by call.
- Every party's name taken before the story, so conflicts are checked first
- Consults booked, or held for your team to confirm once the conflict check clears
- Consults confirmed ahead of time, and a missed consult gets a same-day call to rebook before the prospect calls another firm
- Canceled consults offered to waiting prospects who opted in to be contacted
- Full intake in Spanish, and no legal advice given
From first call to signed client
Lead management built from your calls
Lead scoring
Each caller is scored on fit and urgency, so your team calls back the strongest matters first.
Lead pipeline
Track each matter from first call to consult to signed client, with every conversation attached.
Conversion by source
See which number, ad, directory or referral brings callers who sign, not just callers who call.
Intake staff performance
Conversion rates and scorecard trends for each person who answers intake calls, with moments to coach on the performance dashboard.
Missed intake list
Callers who hung up, went to voicemail or never got a callback, ready for same-day follow-up.
Client experience reports
One shareable report per client with every call, promise and transcript, for the partner who takes over the matter.
Practice areas
Scored for the matters you take
Each practice area gets its own intake checklist, so the score reflects what that matter needs.
Personal injury
Accident date, injuries, insurance and the other party: was each one captured before the consult?
Family law
Divorce, custody and support calls checked for the opposing party's name, taken first.
Estate planning
Wills, trusts and probate inquiries tagged and matched to the right attorney's consult type.
Criminal defense
Arrests and court dates spotted in the call and raised to a person right away, any hour you choose.
Immigration
Case type, deadlines and court dates captured first. Spanish calls are transcribed, with an English summary.
Business law
Company name, the other party and the deadline checked off before the consult, so your conflict check runs first.
Phones and chat
Your phones, your website chat, one record
icepac.ai is the phone system and website chat your firm runs on, so every intake conversation, by phone or chat, lands in the same record and the same reports.
Built for privacy
Confidential by design
Role-based access, redaction and reveal logging are on for every call. You choose which lines record and the recording notice callers hear, set for all-party-consent states such as Florida.
Questions law firms ask
What does icepac.ai score on intake calls?
The legal intake scorecard grades intake quality, practice area, whether the conflict check was asked first and whether a consult was booked, plus urgency and deadlines. You can change any line on the industry scorecard for each practice area.
Can we see which marketing sources bring signed cases?
Yes. Source tracking ties each caller to the number, ad or referral they came from, and the pipeline follows them to a signed client, so conversion is measured by source and practice area.
Do we need the AI appointment assistant?
No. Scoring and lead management work on the calls your intake staff answer. You can add the AI appointment assistant for after-hours intake, consult confirmations, no-show rebooking and refilling canceled consults.
Does the AI give legal advice?
No. It is set up not to give legal advice. It gathers the facts, books time and routes legal questions to your attorneys.
How are recording notices handled in all-party-consent states?
You choose which lines record and the recording notice callers hear, set for all-party-consent states such as Florida. You can also leave intake lines unrecorded.
Free demo
See your intake calls scored
We will build the demo around your practice areas and intake checklist, and show sample intake calls scored, summarized and tracked to a signed client. Free, about 20 minutes.
- We set up the intake scorecard for your practice areas.
- You see sample intake calls scored and summarized.
- You see conversion by source and by intake staff member.
Rather talk now? Use the chat button in the corner.
Or call 800-423-3221