01
Request queue
Incoming requests classified so the team can act.
KelviaKelvia for Legal Services
AI intake for legal consultations
24/7
consultation capture
13
supported languages
Calendar
availability before booking
Forms
structured intake
The Problem
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.
The Solution
How Kelvia prepares the consultation
- Captures legal area, urgency, case type and contact details.
- Uses intake forms for deeper structured filtro inicial when configured.
- Books consultations after checking availability.
- Transfers sensitive or urgent calls to verified staff.
- Saves leads and conversation events for follow-up.
Most wanted workflows
The workflows teams in legal services ask Kelvia to handle first
Kelvia starts with legal services vocabulary, services, FAQs and routing, then keeps every outcome visible in the dashboard.
Works in any vertical
5-minute startup
Start from legal services presets, add services or FAQs, and test the front desk before sending real traffic.
Works in any vertical
Answers questions
Handles common questions about services, hours, prices, policies and availability in the language of legal services.
Works in any vertical
Customer memory
Keeps customer context, consent and conversation history tenant-scoped so repeat customers do not start from zero.
Most wanted in Legal Services
Matter qualification
Captures practice area, case type and urgency.
Most wanted in Legal Services
Consultation booking
Books legal consultations through the appointment workflow.
Most wanted in Legal Services
Structured intake
Uses intake forms for configured filtro inicial questions.
Product screens
Dashboard views for legal services
Product screenshots captured from demo tenants, cleaned of test banners and setup tips.
02
Unified inbox
Leads, bookings, messages and failures in the same workflow.
03
Analytics
Volume, outcomes and operating performance by channel.
04
Online reputation
Alerts and tasks for protecting reviews and feedback.
05
Customer memory
History, context and next actions for each customer.
06
Mobile inbox
The same operation on mobile without losing the first fold.
Workflow Conversation Preview
See how the conversation works
An example conversation between a customer and your AI front desk, handling a typical legal services inquiry from first message to structured outcome.
Legal Services — AI front desk
AI
Good morning, Vega Legal. Which legal area do you need help with today?
Employment law. I received a dismissal letter this week.
AI
I can capture a short summary and urgency, then check consultation availability with the employment team.
Yes, I need to speak with someone soon.
AI
Understood. I will mark the urgency and offer the earliest available consultation. May I take your name and phone number?
Example based on configured Kelvia workflows
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 filtro inicial 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.
For staff
Professionals can manage their own day without tenant-wide admin access.
Kelvia's staff scheduling tools are assigned-scope tools: authenticated professionals can see their own schedule, prepare for the next visit, block their own availability, or add notes to bookings assigned to them.
Useful in Legal Services.
For staff
1
show_my_schedule lists the authenticated professional's assigned appointments for one date.
2
show_my_next_patient returns only the details needed to prepare for the next assigned visit.
3
block_my_availability can close a professional's own day only after explicit confirmation.
4
add_note_to_assigned_booking writes an internal note only on that professional's assigned booking.
Assigned scope
Staff tools do not list the full business schedule and are not a shortcut to tenant-wide calendar control.
Sensitive actions
Next-patient lookup, availability blocking, and assigned booking notes are treated as sensitive staff operations.
Lower admin load
Clinicians, stylists, vets, and advisors can handle practical schedule questions without waiting on reception.
Real-world use cases
Where Kelvia fits into day-to-day legal services operations.
01
Practice-area routing
Capture the right legal area before booking.
02
Urgent matter handoff
Escalate sensitive calls to verified staff.
03
Consultation prep
Give lawyers a short case summary before the first meeting.
04
Structured filtro inicial
Use forms when the first contact needs exact fields.
Missed-call ROI
What unanswered calls can cost a legal services.
This uses the same default sector assumptions as the full pricing calculator. Adjust calls, unanswered rate, value, and recovery on the pricing page.
180
missed calls/month
€8,100
monthly opportunity
Default assumption: 30% of calls currently go unanswered.
Run the full calculatorFrequently 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. After verifying the customer, the assistant lists only that customer's appointments, confirms which one to change or cancel, and runs the matching workflow after explicit confirmation.
What happens when a conversation needs a person?
Kelvia classifies intent and routes to sales, support, admin, urgent help, or a named person; real transfers only go to verified staff or departments.
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.
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