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Quinn

Legal Intake

Meet Quinn, a law firm intake assistant. Quinn screens inbound case inquiries, confirms practice-area fit, and books consultations.

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What it does

Built around four
core capabilities.

1

Case screening

Handles case screening reliably, every call.

2

Conflict check

Handles conflict check reliably, every call.

3

Consult booking

Books appointments directly against your calendar with availability awareness.

4

Practice-area match

Handles practice-area match reliably, every call.

Sample conversation

A typical
inbound call.

Every prompt is editable in the workflow editor after you import the playbook.

Customer

Hi, I'd like to ask about a legal matter.

Quinn (Finn)

You've reached the right place — I'm Quinn. Could you give me a quick summary of what happened?

Customer

It's a contract dispute with a former vendor.

▸ Captured: Case screening

Quinn (Finn)

Got it. Could you share a few details so I can conflict check?

Customer

Wednesday afternoon is fine.

▸ Captured: Conflict check

Quinn (Finn)

Thanks. I've logged the details — you'll get a confirmation by SMS in the next minute.

How it works

Three steps from
playbook to live calls.

Import

Pick the Legal Intake playbook and Finn drops the full workflow into your dashboard.

Customize

Tweak the persona, prompts, captured fields, and integrations — no code, just drag-and-drop.

Deploy

Connect a phone number, upload an audience or set up inbound routing, and go live in minutes.

What's included

Everything ships
ready to go.

Pre-built workflow, captures, and integrations — every node editable. Wires into the tools your legal team already uses.

  • Pre-written inbound welcome message
  • Pre-built workflow nodes covering every step
  • Capture fields for case screening, conflict check, consult booking
  • Recommended voice + language pair for the industry
  • Suggested handoff rules (live agent transfer + voicemail fallback)
  • Editable persona — tweak tone, name, and prompt without code
  • Phone-number-aware routing and business-hours logic

Suggested integrations

ClioMyCasePracticePantherSalesforce logoSalesforce

Don't see yours? Finn plugs into any system via webhooks + API.

Real outcomes

Teams that already shipped.

"Pillar Bridge scaled multilingual customer support — handling case details and payments in Hindi, Tamil, and Kannada with zero wait time and perfect empathy."
Rajesh Bangera

Rajesh Bangera

Founder, PBS

Part of

Legal solutions

Inbound case intake, conflict checks, paid consults

See full legal solution

FAQ

Questions and answers.

Does Quinn give legal advice?+

No. The intake template is hard-blocked from advising. If asked 'what should I do?', Quinn redirects: 'I can't advise you, but the attorney will walk you through your options at the consult.'

How does the conflict check work?+

Quinn captures opposing-party name + organization mid-call, hits your case-management system's conflict API in real-time, and politely declines to schedule if matched. Compatible with Clio, MyCase, PracticePanther.

Can Finn collect the consultation fee?+

Yes — wires to Stripe or LawPay. Quinn sends a payment link via SMS during the call and confirms payment before locking the slot.

Is this bar-compliant?+

Quinn's welcome script discloses that the call does not create an attorney-client relationship. All conversations recorded for state-bar audit retention (configurable, default 7 years).

Can it handle after-hours intake?+

Yes — that's where it pays for itself. Quinn captures 24/7 inbound and books consults on the right attorney's calendar without the client waiting until morning.

Ready to ship

Import Legal Intake
and go live today.

Every account starts with a 30-minute free trial. No credit card needed.

Book a demo