Client intake software · for law firms

Client intake software that captures the PNC in the same minute they hit your website.

A trained AI intake agent on your firm's site. Qualifies practice area, captures conflict-check fields, flags statute urgency, and books the consultation — on chat AND voice, around the clock. $197/mo flat. Unlimited PNCs. Live in 10 minutes.

Live preview · 30 seconds

Watch Ovox close customers on your site.

Drop your details. Your AI sales agent is ready in 30 seconds.

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Paste your firm's URL. See the agent run a real intake conversation on your actual website in 30 seconds.

Where PNCs leak

The three places your intake funnel is bleeding clients.

The intake step is where most PNC inquiries quietly fall out of the funnel. Three failure modes show up over and over, in roughly the same order.

The after-hours injury call goes to voicemail.

A large share of PI inquiries arrive outside 9-to-5. Your receptionist is gone, your answering service takes a message, the PNC dials the next firm on Google. By morning you're second on the callback list and the case is already with someone else.

The long static contact form abandons mid-way.

A static intake form asks for name, email, phone, matter type, statute, jurisdiction, opposing party, prior counsel, insurance — the longer the form, the steeper the abandon curve. The PNCs who needed you most are usually the most impatient. They never finish field five.

The captured PNCs sit in inbox for two days.

Even the PNCs who made it through the form drown in your associate's inbox. Per HBR / Oldroyd 2011, average response time on inbound web leads is 42 hours — and firms that contact a lead within the first hour are 7× more likely to qualify it than those that wait an hour longer. By the time you call back, your competitor has already opened a file.

Built around the real PNC qualification workflow

The six fields your firm actually needs captured.

Each one captured in conversation — one question at a time — instead of as a 12-field form the PNC abandons. Vertical-coded per practice area.

Practice area

Personal injury, family, criminal defense, immigration, estate planning, IP, business — confirms the firm handles the matter before booking.

Conflict-check fields

Opposing party name, related entities, prior counsel — captured up front so your conflicts team can clear before the consult.

Statute / jurisdiction

State, county, incident date — the agent flags filings near a statute deadline as priority and adjusts urgency in the PNC card.

Case-fit signals

For PI: injury severity, fault clarity, insurance presence. For family: child custody, asset complexity. Vertical-coded by practice area.

Referral source

How the PNC found you — Google, referral, prior client, billboard. Lands on the PNC card so your marketing attribution stays honest.

Consultation slot

Reads your real Google Calendar / Calendly. Confirms a 30-minute consultation slot before the PNC closes the tab.

Built for busy owners

From your website to booked customers — in the time it takes to drink your coffee.

No agency. No onboarding calls. No 6-week implementation. You. Your laptop. 10 minutes.

01

Show Ovox your business

Paste your website. Ovox studies your services, pricing, hours, FAQs and tone of voice — like a sales rep who shadowed you for a week.

Done in under 30 seconds.

02

Make Ovox yours

Tell Ovox what to capture from every customer — budget, urgency, insurance, project type, whatever you want. Connect your calendar so it books straight into your schedule.

Done in under 3 minutes.

03

Go live on your site

Flip the switch. Ovox goes live as a chat & voice agent on your website, ready to greet, qualify, and book every visitor — 24/7.

Live in under 10 minutes.

Already running a business management tool (Dentrix, ServiceTitan, Clio, Booksy, Jobber)? Ovox sits on top. Zero migration. Zero switching cost. Just clean leads dropped into your existing workflow.

Conflict checks happen before the consultation, not after.

The intake agent captures opposing party, related entities, and prior counsel up front — before a slot lands on a partner's calendar. Your conflicts team clears the PNC overnight; cleared PNCs convert at the consultation, unclear PNCs get a polite reschedule.

Conversations are encrypted in transit and at rest. We do not train models on your firm's data. You can export and delete every conversation any time. The intake conversation is scoped to FACTS for qualification (matter type, jurisdiction, conflict fields, case-fit signals) — it is not a legal-advice surface, and the agent declines and books the consult when asked legal questions.

We do not currently make a HIPAA claim — that is a separate posture we ship under BAA when ready. Firms whose intake never crosses PHI lines (most PI, IP, business, immigration, criminal, estate planning) can run today.

Pricing

Everything Ovox does.
$197 a month.

One price. Everything included. No tiers, no annual contracts, no surprise upsells.

Total package value

$3,000/mo

Your price

$197 /mo

Cancel anytime · No contracts · 30-day money back

  • A 24/7 AI sales agent that knows your business cold. Trained on your website in 30 seconds. Speaks your services. Sounds like one of your team — chat or voice, the customer's choice.
  • Captures the customer details that close the deal. You decide what every conversation must extract — budget, urgency, insurance, project type, anything. Ovox brings back exactly that. No more, no less.
  • Books straight into your calendar. Conflict-checked. Customers leave with an appointment. You wake up to a full week.
  • One-screen lead emails. Not transcripts. Name, what they want, when they want it, one tap to call. The action card every sales rep wishes their CRM sent.
  • Sits on top of the tools you already run. Dentrix, ServiceTitan, Clio, Booksy, Jobber. Ovox feeds them — never replaces them. Zero migration. Zero switching cost.
  • Live on your site in 10 minutes — or we set it up for you. No 6-week rollout. No agency. No “come back next quarter.”

30-day money back — no questions asked.

Don't love it? Reply to any email and we refund you in full. We don't even ask why.

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$197/mo · 30-day refund · Cancel anytime

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Triple-locked guarantee

We took every reason to say no off the table.

You don't have to trust us. We trust you.

30 days

Money back. No questions asked.

Try Ovox for a full month. If it doesn't pay for itself, email us and we refund you in full — no forms, no hoops, no hard feelings.

10 minutes

Live, or we do it for you.

If you can't get Ovox live on your site in 10 minutes, share your login — we hop on a Zoom and do it for you, free. That's a promise.

Anytime

Cancel from your dashboard. No contracts.

No annual lock-in. No buyout clauses. No “talk to a rep to cancel.” One button in your dashboard ends it — the way it should be.

The risk of trying Ovox is smaller than the risk of not trying it. That's the point.

Frequently asked

Questions law firm partners ask.

Is this really client intake software, or just a generic chatbot?

Dedicated client intake software. The intake script is configurable per practice area, captures the conflict-check fields your firm needs up front, flags statute-of-limitations urgency, and books the consultation straight into your calendar. The conversation is built around the real PNC qualification workflow, not generic FAQ deflection.

How does it compare to Clio Grow, Lawmatics, or MyCase Intake?

Clio Grow, Lawmatics, and MyCase Intake are excellent practice-management-integrated intake tools — particularly if you already run Clio, MyCase, or Lawmatics for matter management, billing, and document workflows. Ovox is a different shape: it's the conversational front end (chat + voice) that runs on your website and qualifies the PNC in real time, then hands you a structured intake card you can paste into Clio / Lawmatics / MyCase. Most firms run both — Ovox for the PNC capture conversation, their PM tool for everything downstream.

Does it handle voice calls?

Yes — chat and voice in the same widget on your firm's website. The PNC can type or tap "call now" and talk to the agent in the same conversation, with the same intake script and the same booking flow. Voice is included in the $197/mo (no per-minute meter).

What about attorney-client confidentiality?

Conversations are encrypted in transit and at rest. We do not train models on your data, do not share it with third parties, and you can export and delete every conversation any time. Practical scoping rule: the intake conversation captures the FACTS needed to qualify the PNC (matter type, jurisdiction, conflict-check fields, case-fit signals). It is not a legal advice surface. If a PNC asks legal advice in chat, the agent declines and books the consultation. We do NOT currently make a HIPAA claim — that is a separate compliance posture we ship under BAA when ready.

Can I configure the intake by practice area?

Yes. The agent intake is configurable per practice area — PI, family, criminal defense, estate planning, immigration, IP, business law have starter templates with the fields each practice typically captures. You can edit any field in the dashboard ("always ask insurance carrier", "always ask prior counsel", "always ask whether opposing party has filed"). No code, no consultant.

How are PNCs routed to my team?

Three options. (1) Lead cards land in your inbox after every conversation — one screen with the qualifying fields, the booked consultation time, and a one-tap callback link. (2) Calendar event lands on your firm's Google Calendar / Calendly with the same context attached. (3) For deeper PM integration, push to Clio Grow, Lawmatics, MyCase, or Salesforce via Zapier or webhook — both ship with the install.

Is $197/mo per attorney or per firm?

Per firm. Flat $197/mo with unlimited PNC conversations across chat and voice. No per-seat, no per-minute, no per-conversation. The economics map to "one signed PI client a quarter covers a year of the plan" — most firms see payback the first week.

What if a PNC has a matter outside our practice area?

The agent detects practice-area mismatch from the intake answers and either politely declines or routes the PNC to a referral message you configure ("we focus on personal injury; here's a referral network you can try"). Either way, you don't pay attorney time on mismatched intakes.

Still on the fence? Email us directly — we read every message.

One last thing.

While you finished reading this page,a customer landed on a competitor's siteand got the conversation started immediately.

That customer isn't coming back. Neither is the one before. Or the one tomorrow at 9pm.The bleeding stops the moment Ovox is live on your site.

$197/mo · 30-day refund · Cancel anytime

30-day money back — no questions asked Live on your site in 10 minutes