The legal intake problem
- ✕Potential clients call with sensitive context and incomplete details.
- ✕Urgency matters, but the assistant must not give legal advice.
- ✕Practice area routing is critical before booking a consultation.
- ✕Lawyers need a clean summary before the first call.
How Kelvia prepares the consultation
- Captures legal area, urgency, case type and contact details.
- Uses intake forms for deeper structured screening when configured.
- Books consultations after checking availability.
- Transfers sensitive or urgent calls to verified staff.
- Saves leads and conversation events for follow-up.
Hear how it sounds
An example conversation between a customer and your AI front desk, handling a typical legal services inquiry from first message to structured outcome.
Built for legal services
Pre-configured capabilities designed specifically for legal services. Works out of the box, then you customize everything from the dashboard.
Matter qualification
Captures practice area, case type and urgency.
Consultation booking
Books legal consultations through the appointment workflow.
Structured intake
Uses intake forms for configured screening questions.
Sensitive handoff
Transfers urgent or delicate enquiries to verified staff.
Lead record
Saves summary, intent and contact details for follow-up.
Voice and chat
Keeps legal tone and rules consistent across channels.
Real-world use cases
Where Kelvia fits into day-to-day legal services operations.
Practice-area routing
Capture the right legal area before booking.
Urgent matter handoff
Escalate sensitive calls to verified staff.
Consultation prep
Give lawyers a short case summary before the first meeting.
Structured screening
Use forms when the first contact needs exact fields.
Revenue recovery calculator
See exactly what unanswered calls cost your legal services
Fill in your sector and get the full breakdown — lost revenue and recovery cost — in 2 minutes.
Frequently asked questions
Common questions about using Kelvia for legal services.
Can Kelvia book legal consultations directly?
Yes. Kelvia checks availability, collects name, phone, service, date and time, and only confirms once the booking workflow returns a created appointment.
Can customers change or cancel existing appointments?
Yes. The assistant can look up appointments using the phone number provided by the customer, confirm which one to change or cancel, and run the matching workflow.
What happens when a conversation needs a person?
Kelvia can transfer calls to verified staff or departments, and chat conversations can be escalated to a human.
Does it send confirmations and reminders?
Yes, when outbound messaging and customer consent are configured for SMS, WhatsApp or email.
Does Kelvia give legal advice?
No. It captures context, books consultations and routes enquiries. Legal advice remains with the firm.
Ready to transform your legal services?
Start with an assistant configured for legal services, then adapt the workflows, prompts, tools and handoff rules from your dashboard.