Implementation playbook

Law firm AI intake playbook

For law firm operations managers, intake directors, office managers, and managing partners. qualified potential clients call after hours, during court, or while intake staff are already busy. If the firm misses the call or collects incomplete notes, the case often moves to another firm.

Workflow

Start with the smallest workflow that can prove revenue or response-time lift.

Hyper is built for agent work that needs evidence: transcripts, recordings, tool results, assignments, and outcomes.

1. Answer every overflow and after-hours call with a recording disclosure.

Make this step explicit in the agent instructions, tool permissions, and operator review flow.

2. Collect caller identity, contact details, case type, incident date, location, urgency, and conflict-check signals.

Make this step explicit in the agent instructions, tool permissions, and operator review flow.

3. Avoid legal advice and route sensitive matters to a human.

Make this step explicit in the agent instructions, tool permissions, and operator review flow.

4. Create a transcript, recording, structured summary, urgency flag, and next task.

Make this step explicit in the agent instructions, tool permissions, and operator review flow.

Metrics

Track the numbers that prove it works.

missed calls recovered

consultations booked

average callback delay

qualified case rate

intake completion rate

Next step

Build the first legal intake agent

Use Hyper to answer, qualify, route, book, and preserve proof for the calls and workflows your team cannot afford to lose.

Start with one agent