Morgan is an AI voice agent built for law firms. It handles client intake, qualifies leads by practice area and urgency, collects case details, books consultations directly on attorney calendars, and pushes completed intake records to your practice management system. Every call answered. Every lead captured. Zero voicemail.
37% of calls to law firms go unanswered. Of the callers who reach voicemail, 80% hang up without leaving a message. They call the next attorney on the list instead.
72% of potential clients hire the first attorney who responds. Not the best attorney. Not the most experienced. The first one who picked up the phone.
After-hours calls, lunch breaks, staff shortages, high call volume during advertising campaigns — every gap in your phone coverage is revenue walking out the door. A single missed personal injury call can represent $50,000 or more in lost fees.
Morgan eliminates every one of those gaps. Your phones are answered on the first ring, 24 hours a day, 7 days a week, 365 days a year. No lead goes to voicemail. No case goes to a competitor.
Morgan qualifies every caller by practice area, case type, jurisdiction, statute of limitations, and urgency level. Only qualified leads reach your attorneys — saving hours of staff time on calls that don't match your practice.
Morgan collects complete case details through natural conversation — incident description, injury information, medical treatment history, insurance details, opposing parties, witnesses, and timeline. Every field your intake form requires, captured automatically.
Morgan schedules consultations directly on attorney calendars based on practice area, availability, and case type. Confirmation details sent to both the client and the assigned attorney. No back-and-forth. No double-booking.
High-value and time-sensitive cases — accident calls, arrests, emergency custody situations — are identified immediately and routed to the appropriate attorney with full case context. No delay. No voicemail.
Nights, weekends, holidays — Morgan answers every call the same way your best intake specialist would. Callers never know they're speaking with an AI. Your firm never misses a lead, regardless of when the phone rings.
Morgan screens for potential conflicts of interest during intake by collecting opposing party names, related parties, and prior representations. Flagged conflicts are noted in the intake record before any consultation is scheduled.
Morgan collects accident date, location, injury description, medical treatment status, at-fault party, insurance carrier, police report number, and witness information. High-value cases with severe injuries or commercial vehicles are flagged for immediate attorney review.
Divorce, custody, child support, and protective orders. Morgan collects marriage duration, children's ages, existing court orders, urgency level, and opposing counsel information. Emergency custody and domestic violence calls are routed immediately.
Morgan captures charge type, arrest date, court date, bond status, and prior record details. Active arrest calls and imminent court dates trigger immediate routing to the on-call criminal defense attorney with full context.
Visa type, current status, petition details, filing deadlines, and employer information captured through guided conversation. Deadline-sensitive cases such as removal proceedings or expiring work authorizations are prioritized automatically.
Morgan collects asset overview, family structure, existing estate documents, healthcare directive status, and planning goals. Callers are matched to the appropriate estate planning attorney and booked for consultation based on complexity.
No legal advice — ever. Morgan is trained to collect information, not provide legal opinions. It never advises callers on their legal rights, case merits, or potential outcomes. Morgan identifies itself as an intake assistant and directs all legal questions to your attorneys.
Encryption and data security. All call recordings, transcripts, and intake data are encrypted in transit and at rest. Data handling agreements are available for firms with specific security and retention requirements.
State bar compliance. Morgan's conversation flows are designed to comply with state bar rules on solicitation, advertising, and unauthorized practice of law. No guarantees, no promises of outcomes, no fee discussions beyond what you explicitly authorize.
Conflict screening. Potential conflicts of interest are identified during intake and flagged before any attorney-client relationship is formed. Your firm maintains full control over conflict clearance decisions.
New contacts and matters created automatically from intake data. Consultation appointments synced to attorney calendars. Call notes, recordings, and transcripts attached to the matter record.
Lead records created with full intake details. Consultation scheduling integrated with MyCase calendars. Automated follow-up workflows triggered on new lead creation.
Contacts and matters pushed directly to PracticePanther. Intake forms mapped to your custom fields. Task assignments and calendar events created for the assigned attorney.
Full CRM integration with Smokeball for matter management and Lawmatics for lead tracking and marketing automation. Intake data flows into your pipeline without manual entry.
By capturing leads that previously went to voicemail or competitors, firms using Morgan sign 25 or more additional cases every month.
At an average case value of $5,000 in fees, 25 additional cases per month represents $125,000 or more in additional monthly revenue.
Every call answered on the first ring. No hold times. No voicemail. No menu trees. 24 hours a day, 7 days a week, 365 days a year.
Zero. Not reduced. Eliminated. Every caller speaks with Morgan immediately — and every qualified lead is captured, documented, and routed.
Someone involved in an accident, facing charges, going through a divorce, or needing legal representation calls your main line or after-hours number.
No hold times. No voicemail. No phone tree. Morgan greets the caller professionally, identifies your firm, and begins the intake conversation.
Practice area, case type, incident details, injuries, insurance information, opposing parties, and urgency — all collected through natural conversation using your firm's specific intake questions.
Qualified leads are booked for consultation on the appropriate attorney's calendar. High-value and time-sensitive cases are routed immediately with full context.
Contact created, matter opened, intake data mapped to your fields, call recording and transcript attached — all pushed to Clio, MyCase, PracticePanther, or Smokeball via API. Zero manual data entry.
Call recording, transcript, structured intake data, conflict flags, and action taken — delivered to your dashboard and email in real time.
Call the number below and experience exactly what your potential clients will hear — immediate, professional intake from the first ring.
Or book a 20-minute discovery call to see Morgan configured for your practice areas.