Phone and text intake, done for you.
Retainr runs your firm's new-client intake end to end: an AI agent that answers every call and text, legally trained people behind it, and a clean file in your system when the call ends.
AI phone intake, 24/7
Answers in one ring with your firm's name and greeting. Discloses that it's an AI and that the call is recorded. Runs your approved intake script, handles interruptions, and never gives legal advice.
Legally trained human agents
US-based intake agents trained on business law intake and your firm's rules. They take warm transfers during your coverage hours, handle escalations, and return callbacks.
Conflict-check data capture
Legal names, DBAs, entity type and state, owners of 25% or more, officers and directors, parents, subsidiaries, investors, opposing parties, counterparties, and their counsel. Captured first, before details.
Matter qualification
Matter type, short description, urgency and deadlines, documents that exist, budget preference, and how they found you, checked against the criteria you set.
Consult scheduling
Offers two or three open slots from your attorneys' calendars and confirms by text or email when the caller opts in.
Existing-client routing
Recognizes existing clients, transfers to the right attorney or assistant, or takes a detailed message. Business firms get lots of these calls, so it's included.
SMS
Missed-call text-back, confirmations and reminders, and a secure upload link sent only after the conflict check clears. Transactional messages only unless a caller separately opts in.
Spanish
AI intake in Spanish from day one. Spanish-speaking human agents are on our roadmap.
Clio integration
Completed intakes, transcripts, and conflict lists go into Clio. Not on Clio? You get a structured email summary after every call. More integrations (Lawmatics, MyCase, Smokeball) are on the roadmap.
Reporting and call review
Answer rate, consults booked, escalations, and transcripts for every call, plus a monthly review with us. Your firm can audit any call.
Your firm, your rules
| Setting | Options |
|---|---|
| Greeting and voice | Agent name, voice, firm name, formal or warm tone |
| Hours | AI 24/7; human agents during your coverage window, overflow after; holiday rules |
| Escalation rules | Triggers, transfer targets by matter type, VIP and existing-client lists |
| Calendar | Clio, Outlook, Google, Calendly; consult length; which attorneys |
| Qualification | Matter types accepted, minimum matter size or budget, states served, referral-out list |
| Intake fields | Add or remove fields; firm-specific conflict fields; required vs. optional |
| Languages | English and Spanish |
Escalation triggers
Every firm can tune these. Out of the box, the AI hands off with a warm transfer when:
- The caller asks for a person, at any point.
- They've been served with a lawsuit or have a deadline within 7 days.
- A deal is closing or signing this week.
- The caller is upset or the conversation is sensitive.
- The caller asks for legal advice.
- The AI isn't sure it understood, twice.
What your firm actually receives
Fictional samples of the per-call Intake Brief and the client dashboard.
Hear it for yourself.
Call the demo line and try to stump it: ask for a person, mention a deadline, name five parties to a deal. Or book a 20-minute walkthrough.