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AI agent for law firms: first enquiry, diary and leads

A prospective client calls while you're in court or in a meeting. The agent answers when you can't, asks what you'd ask, saves the enquiry in the CRM and either books it into your diary or passes it to the right lawyer.

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In short

UTIO is an AI agent for law firms that works by phone and on WhatsApp: it qualifies each enquiry with your questions, saves it in the CRM, books meetings in the real free slots of your diary and answers the firm's practical questions.

  • Leads and support from the Business plan: €129/mo on WhatsApp or €349/mo for voice.
  • No legal advice, no case assessment: it gets things ready for the lawyer.
  • A law firm already works with a UTIO voice agent.

What it does for you, step by step

  1. Greets the prospective client

    Call or WhatsApp: it introduces itself as the firm's assistant and asks how it can help.

  2. Qualifies with your questions

    It asks what kind of matter it is and how soon they need help, and notes every answer. You set the criteria for moving stage in the agent's pipeline.

  3. Saves it in the CRM

    The contact enters the pipeline with the enquiry summarised. If it meets your criteria, the right lawyer gets the lead with the full context.

  4. Books the first meeting

    It checks your calendar and books a slot that actually exists; if the client needs to move it, that's sorted in the same conversation.

  5. Answers the practical questions

    Office hours, where you are, what documents to bring to the first meeting: it answers from your knowledge base. Anything else becomes a ticket for your team.

Built on the verticals: Leads and sales Appointments and bookings Support

What it logs in the CRM

An enquiry that isn't logged is a client who doesn't exist. This is what the agent writes on every event.

New enquiry

It writes: ContactLead

It comes in as a contact with the answers recorded and joins the pipeline according to your routing rules.

Qualified enquiry

It writes: AssignmentTask

The pipeline assigns it to the right lawyer and creates the follow-up task.

First meeting

It writes: AppointmentReminder

It goes into the CRM diary and your Google Calendar, if connected.

Unanswered question

It writes: Ticket

A ticket is opened with the details taken and what the client has already been told: your team picks it up with context.

Enquiry that doesn't fit

It writes: Pipeline

It isn't deleted: it stays at its pipeline stage with what the person told you, in case they come back.

Channel, what it handles and plan

UTIO plans for law firms by channel, with what each one handles and its monthly fee excluding VAT
Channel What it handles Plan from
Phone Booking the first meeting Voice Reception €149/mo
Phone Lead qualification, meetings and questions with tickets Voice Business €349/mo
WhatsApp Lead qualification, meetings and questions with tickets WhatsApp Business €129/mo

Prices exclude VAT. Building it yourself with Creator is free. See full pricing

What it doesn't do

  • It doesn't give legal advice, assess whether a matter has merit or promise outcomes.
  • It doesn't go into the substance of the matter: it only asks what kind of matter it is and how soon they need help.
  • It won't share a client's details with someone it can't identify: identity comes from the number they call or write from, or a verification code.
  • It hands over to a person when needed: an urgent matter or a client asking to speak to their lawyer.

A law firm already uses it

They needed the firm's leads, the diary and the qualification of every contact handled over the phone. A voice agent for leads, diary and qualification.

Here without a name; its volume and what it pays, published with its permission, are in the case studies.

See the case studies

Frequently asked questions

Does the agent give legal advice?

No. It takes the enquiry, qualifies it with your questions and gets it ready for the lawyer. It doesn't assess the case or give legal advice: if the client asks, it explains that a lawyer will look at it and offers a meeting.

How does it decide which enquiries go to a lawyer?

By your criteria: you set the criteria for moving stage, and what makes an enquiry a priority, in the agent's pipeline. The CRM's assignment rules route it to the right lawyer, with the task already created.

Can it book the first meeting?

Yes. It checks your calendar, books a free slot and schedules the reminder. If the client wants to move or cancel it, that's sorted in the same conversation.

How much does it cost for a law firm?

Qualifying leads and answering questions with tickets starts with the Business plan: €129/mo on WhatsApp or €349/mo for voice. If you only need meetings booked by phone, the voice Reception plan costs €149/mo. Prices exclude VAT, with a 14-day free trial.

Further reading

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UTIO is the AI agent line of Universal Telecom, an operator registered with the CNMC.