AI Legal Intake & Consultation Booking Agent (Agentplace)

Live demo: olsob4uhltop.run.agentplace.io

Law firms lose good cases when website inquiries sit in an inbox. Visitors leave before anyone replies, intake details arrive incomplete, and staff spend hours sorting leads by case type before a consultation is ever booked.

A customer-facing AI agent on Agentplace for a demo personal injury and family law firm, Harbor Lane Legal. It handles the full journey from first question to booked consultation, around the clock.

Quick-reply case types plus free-text understanding of what the visitor needs

Step-by-step intake of name, email, phone, state, what happened and when

Format checks that catch incomplete emails and short phone numbers and ask again politely

A recap card so the visitor confirms every detail before booking

Booking step that matches the case to the right attorney role, offers time slots and ends with a confirmation card

Guardrails that never give legal advice, point injured visitors to medical care, and hand urgent matters to a human

I started from the visitor's side: what a stressed person needs to hear first, and the shortest path to a booked consultation. I mapped the flow (greet, identify case type, collect details, confirm, book), wrote the agent's instructions and guardrails, then tested it like a real visitor with edge cases such as a bad email, a short phone number and a "do I have a case?" question, and refined the copy and layout until every step felt clear on mobile and desktop.

A working agent a firm could put on its website today: every inquiry gets an instant, professional reply, arrives with complete and checked details, and ends in a booked consultation with the right attorney. The same pattern fits any service business that books appointments, from clinics to real estate and home services. For live use it connects to a real calendar, a CRM and email or SMS follow-ups, which I build with Make.com, n8n, Zapier and GoHighLevel