How to Automate Your Law Firm's Client Intake in 15 Minutes

Most law firms know they need better client intake. The after-hours calls going to voicemail, the website visitors bouncing without engaging, the leads lost to competitors who respond faster — it's a problem that costs real money. Studies suggest firms lose roughly 30% of potential clients when calls go unanswered outside business hours.

The barrier has always been complexity. Traditional intake automation means CRM configurations, form builders, call routing rules, and IT support. Most solo and small firm attorneys don't have the time, budget, or technical skills for that.

Luna Legal AI changes this with a different approach: you describe your firm through a conversation, and Luna builds your AI intake agent. No coding. No templates. No IT department. Here's exactly how it works, step by step.

Step 1: Create Your Account (1 minute)

Visit app.lunalegal.ai and sign up for a free trial. No credit card required. You'll land on your dashboard where Luna walks you through the setup.

Step 2: Describe Your Law Firm (5 minutes)

This is where Luna is different from every other intake tool. Instead of filling out configuration forms or selecting from templates, you simply describe your firm. Tell Luna:

• What practice areas you handle (personal injury, criminal defense, immigration, family law, etc.)
• Your attorney names and their specialties
• Your office hours and location
• What makes your firm different — free consultations, Spanish-speaking attorneys, specific counties you serve
• What your agent should and should NOT say — never give legal advice, never quote fees, never guarantee outcomes

Luna uses this description to build an AI agent that's an expert on your specific firm. It's not a generic chatbot — it knows YOUR practice.

Step 3: Upload Your Knowledge Base (3 minutes)

This is where RAG (Retrieval-Augmented Generation) comes in. Upload any documents you want Luna to reference when answering client questions:

• FAQs — The questions your receptionist answers every day
• Fee schedules — Retainer amounts, consultation fees, payment plans
• Case types — What cases you take and don't take
• Service area — Counties, states, or jurisdictions you cover
• Firm bio — Attorney backgrounds, awards, case results

Luna ingests this information into its context window — powered by Anthropic's Claude, the most capable AI model available — so your agent answers from YOUR content first, not generic internet knowledge.

Step 4: Connect Your Tools (3 minutes)

Connect Luna to the tools you already use:

• Calendar — Google Calendar or Calendly for automatic consultation booking
• CRM — Clio, MyCase, or Lawmatics for automatic lead creation
• Notifications — Email alerts, Slack notifications, or Zapier webhooks for any workflow

When Luna qualifies a lead, the data flows automatically: contact created in your CRM, appointment booked on your calendar, email alert sent to the attorney. No manual data entry.

Step 5: Go Live (3 minutes)

For chat: Luna generates a single line of code — a script tag — that you paste into your website. The chat widget appears instantly, matching your firm's branding. Visitors can now chat with Luna in 50+ languages.

For phone: Luna activates a dedicated local phone number. Forward your existing firm line to it, or use it as a secondary number. Callers hear a natural, human-like voice that conducts intake, qualifies the case, and books appointments.

That's it. Your AI intake team is live, 24/7, in 50+ languages.

What Happens Next

Once Luna is deployed, here's what a typical night looks like:

11:47 PM: A Spanish-speaking visitor lands on your website from a Google search. Luna greets them in Spanish, learns they were in a car accident, gathers the accident details, insurance information, and injury severity, and books a consultation for tomorrow morning.

2:14 AM: Someone calls your firm number after a DUI arrest. Luna answers, asks the right screening questions (jurisdiction, charges, court date), captures all contact information, and sends you an email alert marked as urgent.

7:30 AM: You open your inbox to find two qualified leads with complete intake information, consultations already booked on your calendar, and contacts created in Clio. You didn't miss a single potential client.

That's the difference between voicemail and Luna.

What It Costs

Luna Chat is $149/month for the AI chat widget. Luna Phone is $149/month for the AI phone receptionist with 50 calls included. The Luna Bundle combines both for $249/month — a savings of $49/month. All plans include 50+ languages, CRM integration, calendar booking, and email notifications. No setup fees, no contracts, cancel anytime.

Compare that to a part-time receptionist at $20,000+/year, a bilingual answering service at $500-$2,000/month, or the invisible cost of every lead that went to voicemail and never called back.