Pre-launch draft. Retainr is preparing its first pilot. Phone number, form endpoint, and email shown here are placeholders.
RetainrAI-powered intake for business law firms
Call the demo line Book a demo

AI-powered intake for business law firms, backed by trained humans

Every new client call answered. No partner time spent on intake.

Retainr answers your firm's phones and texts in one ring with an AI intake agent that actually helps callers. It captures every party for your conflict check, books the consult, and sends the file to Clio. A legally trained person is one word away.

Book a demo See how a call works

Try the demo line: (555) 010-0199 · placeholder

See a sample intake brief · See the client dashboard

Incoming call · Sample Law PLLC
Fictional example
AI intakeThanks for calling Sample Law. I'm Ava, the firm's AI intake assistant. This call is recorded. Say "person" anytime to reach our team.
CallerHi, we need help with a buy-sell agreement. Two of our partners are leaving.
AI intakeI can help get that to an attorney. Before any details, may I get everyone involved so the firm can run a conflict check? Please don't share anything confidential yet.

Captured for conflict check

  • Company + DBAs
  • Owners ≥ 25%
  • Departing partners
  • Parent / affiliates
  • Other side's counsel
  • Referral source
Illustration only. Not a real caller or firm.
The problem

Your highest-paid people are your receptionists.

At small and mid-size firms, attorneys billing $400 to $800 an hour still pick up new-client calls, run conflict checks by hand, and type up intake notes. When they're in a meeting, the call goes to voicemail, and the caller calls someone else.

40%
of law firms answered a test call from a prospective client.
Source: Clio, Legal Trends client intake research
80%
of legal consumers contact another attorney if they hear nothing back within 48 hours.
Source: Martindale-Avvo, Understanding the Legal Consumer 2023
1
missed business client can mean years of lost repeat work: formation, contracts, disputes, the eventual sale.
Why business law intake deserves better than voicemail.
How it works

What happens when someone calls your firm

The AI handles routine intake. People handle anything urgent, sensitive, or complex. Your firm approves every script and escalation rule.

  1. Answered in one ring

    The AI greets callers in your firm's name, says it's an AI assistant, gives the recording notice, and tells them how to reach a person.

  2. New or existing client?

    Existing clients are routed to their attorney or a detailed message is taken. New callers continue to intake.

  3. Conflict check first

    Before any facts: the company, DBAs, owners, officers, parent and subsidiaries, and every opposing party or counterparty.

  4. Matter and urgency

    Matter type, a one- or two-sentence summary, and deadlines. Served with a lawsuit or closing this week? Straight to a person.

  5. Consult booked

    The caller picks a slot on your attorneys' real calendar and gets a text or email confirmation if they opted in.

  6. File delivered

    Summary, transcript, and conflict list land in Clio, or in your inbox if you don't use a supported system yet.

AI + humans

Not another useless phone bot.

Everyone has been stuck in a phone tree yelling "representative." Retainr is built the other way around: the AI is there to help, and a person is always one word away.

  • Natural conversation. Callers can interrupt, change their mind, or spell a name.
  • Say "person" at any point and you're transferred. No loops, no menus.
  • Warm transfer: our agent sees the AI's summary, so the caller never repeats themselves.
  • Automatic escalation for deadlines, served lawsuits, upset callers, or requests for legal advice.
  • English and Spanish.
AI intake agent24/7. Routine intake, conflict capture, booking, existing-client routing.
→
Legally trained agentWarm transfer with the AI summary on screen. Escalations, sensitive calls, callbacks.
Your attorneysOnly the calls that need a lawyer, with everything already captured.
←
Your rulesYou approve scripts, transfer targets, and which matters you accept.
What you get

An intake desk, not a chatbot

Conflict-check capture

Every company, DBA, owner, affiliate, and counterparty, captured before any confidential facts are shared.

Consult booking

Books directly on your attorneys' calendars with the consult length and rules you set.

Clio integration

Intake summaries, transcripts, and conflict lists delivered into Clio, with an email-summary fallback.

Human escalation

Legally trained intake agents take warm transfers for anything urgent, sensitive, or complex.

Text, too

Missed-call text-back, consult confirmations, and secure document links sent only after conflicts clear.

Flat monthly pricing

No per-minute surprises and nothing tied to your fees or outcomes. See pricing.

Built with attorneys

Designed around how business law firms actually run intake.

Our intake scripts and conflict fields are designed with a practicing attorney and follow published ethics guidance: conflict check before facts, no legal advice, AI and recording disclosure on every call.

Why business law first

Pilot program

We're onboarding a small number of business law firms as design partners. Partners help shape the product, get hands-on onboarding, and receive reduced pricing for the pilot period.

Apply for the pilot
See the output

What your firm actually receives

Fictional samples of the per-call Intake Brief and the client dashboard.

See a sample intake brief →

The one-page brief attorneys get after every new-client call: parties for the conflict check, urgency, consult time, consents.

See the client dashboard →

Calls answered, consults booked, escalations, and estimated attorney hours saved, with sample data.

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.

Book a demoDemo line