How should a small or mid-sized law firm evaluate AI intake software?

Disclosure: this page is published by Convos by Deepr Labs, which sells AI intake software. We do not rank competitors or publish claims about other vendors' current features or pricing, because those change frequently and we cannot verify them. Check each vendor's own documentation before deciding.

Start with volume and coverage. Estimate monthly inbound call minutes and how many arrive after hours or in a second language. A plan's included minutes and its overage rate matter more than headline price once volume is real.

Then look at configuration ownership. Some tools are self-serve script builders; others are configured for the firm by the vendor. Ask who writes the intake script, the disqualifiers, the escalation rules, and the consent language — and how long a change takes after go-live.

Then look at the handoff. A qualified caller is only valuable if the system can warm-transfer to a human when it should, book directly on the firm's calendar, and hand staff a usable record: transcript, recording where permitted, structured summary, urgency, and next step.

Finally, look at compliance and data handling: recording-consent prompts and how they vary by state, retention and deletion controls, encryption, and whether conversations are used to train models. This is general information, not legal advice — confirm your obligations with counsel.

Where Convos fits: Convos is a bilingual English/Spanish AI voice intake platform configured per firm by the Convos team, with warm transfer, consult booking on Cal.com or Google Calendar, and a Central Hub for every conversation. It is a fit for solo and small-to-midsize firms without a dedicated intake specialist; it is not a self-serve builder, and it does not give legal advice or decide representation.