Legal Intake
An AI intake specialist for small law firms — on 24/7
Stellar handles new-client calls, captures case details, screens for conflicts, and books consults — with attorney-defined scope so nothing inappropriate goes out.
42%
of potential clients go with the first firm to return their call, per legal-marketing benchmarks.
Source: Clio Legal Trends Report, 2023.
Built for legal intake teams
How it works
A typical inbound call from start to finish.
Post-accident search → form submission
Stellar calls back in under 60 seconds
Captures case type, facts, conflict-check info
Books consult with the right attorney
Everything you need to run legal intake calls at scale
Scoped to intake only
The agent captures facts and books consults. It never gives legal advice, never quotes outcomes, and never creates an attorney-client relationship.
Conflict-check capture
Names of adverse parties captured upfront so your paralegal can run the conflict check before the consult — not after.
Case-type routing
PI vs. family vs. criminal — different scripts, different intake forms, different urgency. All configured per practice area.
After-hours coverage
Most PI leads come in after an accident — evenings, weekends, holidays. Stellar picks up while competitors go to voicemail.
Clio + MyCase coming soon
Google Calendar + HubSpot + webhook support today. Direct Clio and MyCase integrations land in 2026.
Confidentiality guardrails
The agent reminds callers intake is preliminary only, captures just enough to schedule, and routes sensitive details to the attorney securely.
Returning callers recognized before pickup
Existing clients calling about case updates don't reidentify. Stellar pulls their record from HubSpot or your CRM the moment the phone rings — name, case reference, last touchpoint surfaced before the agent answers.
Works with your stack
Frequently asked questions
Does Stellar give legal advice?+
No — and that's by design. The agent captures facts, screens for conflicts, and books a consult. It never advises, never quotes outcomes, and never creates an attorney-client relationship.
How do you handle conflict checks?+
Adverse party names are captured during intake, so your paralegal can run the conflict check before the attorney consult — not after.
What practice areas does it support?+
Personal injury, family law, estate planning, criminal defense, small-firm general practice. Each gets its own intake script.
Is it HIPAA / confidentiality safe?+
Data is encrypted in transit and at rest, RLS enforces account isolation, and the agent caps intake detail to what's needed to schedule — sensitive facts go to the attorney directly, not the general team.
Do you integrate with Clio or MyCase?+
Direct integrations for Clio and MyCase are on our 2026 roadmap. Today, Stellar pushes intake to HubSpot, Calendly, or a webhook into your practice management system.
Ready to answer every call?
Spin up a legal intake agent in under 10 minutes. No credit card for the free plan.