Intake every client before
they call the next firm.
In legal, the first firm to respond usually wins the client. Portico answers, qualifies, and books every caller 24/7 — running structured intake, routing by practice area, and sending your team a confidential summary before the prospect ever reaches your competitor's voicemail.

The firm that answers first, wins.
A potential client with a legal problem is anxious, motivated, and ready to hire — right now. If your line rings out, they do not leave a voicemail and wait. They dial the next name on the search results page.
Legal intake is a race most firms are quietly losing. A prospect researching a personal injury claim, a divorce, an estate matter, or a business dispute will call several firms in a single sitting. The one that picks up, listens, and books a consultation almost always earns the retainer — regardless of reputation or billboard budget. Yet attorneys are in depositions, in court, or with clients, and the front desk cannot answer three lines at once. Nights and weekends, when much of this urgent research actually happens, calls go straight to an answering machine no one calls back.
Portico is a voice agent built to close that gap without adding a night receptionist or an offshore call center that misspells names and mangles case details. It answers on the first ring, day or night, and speaks naturally in English and French. It runs your intake questionnaire word for word, qualifies the matter against your acceptance criteria, books the consultation on the right attorney's calendar, and hands your team a clean, confidential summary of every call. It never gives legal advice, never quotes a fee it should not, and never loses a lead to voicemail. The result is a fuller pipeline of qualified consultations — captured while your competitors are still checking their messages Monday morning.
Every call your firm fields, handled with care.
Portico is trained on the intake conversations your firm has all day. It knows your practice areas, your intake questions, your attorneys, and your policies — and it acts on them in real time.
New client intake
Greets every prospective client, captures contact details, the nature of the matter, and key facts, and records a structured intake record your paralegals can act on immediately.
Consultation booking
Checks live attorney availability, books initial consultations directly on the calendar, confirms by text and email, and collects any conflict-check details you require up front.
Case routing
Identifies the practice area — family, personal injury, criminal, estate, business — and routes the caller to the right attorney or intake queue based on your firm's rules.
FAQ answering
Answers the questions callers ask before hiring: consultation fees, office hours, what to bring, general process and timelines — without ever crossing into legal advice.
Bilingual support
Handles callers in English and French seamlessly, so a language barrier never sends a qualified client to a firm that happened to answer in their language first.
Call summaries
Delivers a confidential, written summary of each call — caller, matter type, facts gathered, and next step — so nothing is lost and no one has to ask the client to repeat themselves.
Qualified and booked before you pick up the file.
Two workflows carry the weight of legal intake. Portico runs both automatically, around the clock, so your attorneys spend consultation time on cases worth taking.
Run client intake and screen the matter
Portico walks every caller through your exact intake script, gathers the facts that determine whether a matter is a fit, and screens it against your acceptance criteria — jurisdiction, practice area, statute-of-limitations timing, and conflict flags — before it ever reaches an attorney. Cases that qualify move forward; ones that do not are handled politely with the referral language you choose.
- Captures caller details, matter type, and the facts that matter to your firm
- Screens against your acceptance criteria and jurisdiction rules
- Flags potential conflicts and time-sensitive deadlines for your team
- Sends a structured, confidential intake summary the moment the call ends
Book consultations and warm-transfer to an attorney
When a matter qualifies and is time-sensitive, Portico does not just take a message. It checks the right attorney's live availability, books the consultation, and — when your rules call for it — warm-transfers the caller directly to an available attorney with a spoken briefing of who is on the line and why, so the prospect is greeted by name and never has to start over.
- Books consultations on the correct attorney's calendar in real time
- Warm-transfers urgent, qualified callers with a live spoken briefing
- Confirms appointments by text and email and adds them to your calendar
- Falls back to a scheduled call-back when no attorney is available
Prospective client — auto matter, statute deadline in 9 days.
Connected to the tools your firm already runs on.
Portico writes intake records and confirmed consultations into the systems your team already uses, so nothing lives in a notepad and no one re-keys a lead.
Clio
Creates new contacts and matters in Clio and pushes structured intake details into the record, so a qualified lead is already in your case management system before you open the file.
Google Calendar
Reads each attorney's live availability from Google Calendar and drops confirmed consultations onto the right calendar in real time — with no double-booking and no back-and-forth.
See what capturing every lead is worth.
Estimate the retained-client revenue you recover when every intake call gets answered and qualified. Adjust the inputs to match your firm.
What could unanswered calls be costing your business?
A simple interactive calculator gives you a reason to quantify the problem before you compare features or pricing.
Estimate the opportunity at risk
The estimated revenue represented by calls that currently go unanswered.
Law firm FAQ.
The questions managing partners and office managers ask before switching on a voice agent for intake.
No. Portico is strictly an intake and scheduling agent. It gathers facts, answers general questions about your firm and process, books consultations, and routes calls — but it never interprets the law, evaluates a case's merits, or quotes an outcome. Anything requiring judgment is booked with or transferred to an attorney.
Related pages.
Never lose a client to a competitor’s voicemail again.
Portico answers every call, qualifies the matter, and books the consultation — confidentially, 24/7.