AI Intake Agent for Law & Financial Firms
The AI intake agent that
books qualified clients in seconds
79% of legal consumers hire the first attorney who responds — yet the average firm takes 8+ hours to answer a phone lead and 67% of web-form intakes are abandoned. Lippy answers instantly, qualifies, and books across voice, text, web, and email.
Built for law firms and financial advisors who can't miss a lead
Why firms choose Lippy
Respondfirst,qualifydeeper,convertmore
higher conversion
Leads contacted within 5 minutes are ~21x more likely to convert, and 79% of legal consumers hire the first responsive attorney. Lippy answers every channel in under a minute — day or night.
data points per intake
Conversational intake captures 3-5x more qualifying info than a form. Lippy runs your firm's conditional intake scripts, scores viability, and books consultations at a 20-30% rate vs 8-12% for forms.
compliant by design
Per-instance AI disclosure, consent capture, opt-out/DNC handling, and audit logs — plus HIPAA-ready PHI capture for PI and mass-tort intake. Most intake vendors don't lead with compliance. Lippy does.
What Lippy handles for your firm
Intake,conflicts,andbooking—oneconversation
Omnichannel intake
One shared-context agent across voice, SMS, web chat, and email — a lead that starts on your site can finish by text and get recapped by email, without repeating themselves.
Dynamic qualification & scoring
Runs firm-configurable conditional scripts for PI, employment, family, criminal, or estate matters, extracting 30-50+ data points and scoring lead viability automatically.
Conflict-aware booking
Collects caller and adverse-party names mid-conversation to run an automated conflict query before scheduling — booking when clear and routing to a human on a potential hit.
UPL & compliance guardrails
Gives legal information, never advice; confirms name and phone; honors opt-outs; and keeps a full audit trail with per-firm AI-disclosure configuration.
Financial-services intake
Captures KYC and suitability data into your CRM, refuses individualized investment advice, and hands off to an advisor for Reg BI determinations.
Legal & financial FAQ
Questionsfirmsask
Lippy AI
Ready to be the first
firm that responds?
See how Lippy answers in seconds, qualifies and conflict-checks every lead, and books consultations across voice, text, web, and email.