Phone and website-form intake
Inbound calls and eligible website submissions can enter one approved intake process, including immediate callback behavior where it is configured and technically supported.
Legal Intake Automation
Move Legal Inquiries From First Contact to Consultation
Khem provides managed legal intake automation for law firms, connecting calls and website inquiries with approved intake questions, qualification, routing, consultation booking, and follow-up. Every account includes a dedicated account manager. The firm helps define and approve the workflow, while Khem implements, monitors, and supports the system so employees do not inherit another platform to maintain.
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The Complete Workflow
Legal intake is more than answering the phone.
A useful intake process must move information from first contact to an appropriate decision point. That means responding, gathering consistent details, applying the firm's rules, offering an approved next step, recording what happened, and continuing follow-up when the inquiry remains incomplete.
Khem coordinates those stages as one managed workflow. The system can support phone intake, website-form callbacks, staff notification, transfer, consultation booking, and integration with existing systems where included. Firm employees remain responsible for professional judgment, sensitive matters, conflict review, and final intake decisions.
From Contact to Consultation
Ten connected stages, configured around the firm's process.
- 01
Inquiry Arrives
A potential client calls or submits an eligible website form.
- 02
Response Begins
The inquiry receives a response according to the firm's approved workflow.
- 03
Information Is Collected
Approved contact, matter, location, timing, and practice-area questions are asked.
- 04
Rules Are Applied
Firm-defined qualification criteria guide the appropriate next action.
- 05
A Path Is Selected
The inquiry can proceed to booking, transfer, review, follow-up, or another approved outcome.
- 06
Consultation Is Offered
Qualified prospects can choose from approved consultation times where scheduling is included.
- 07
People Step In
Calls can be transferred or escalated when the workflow requires an employee.
- 08
Records Are Shared
Notes, summaries, transcripts, or recordings can be stored or sent where included.
- 09
Follow-Up Continues
Approved calls, texts, or retries can continue when intake remains incomplete.
- 10
Systems Stay Current
Relevant information can move into existing systems where a supported integration is included.
Intake Capabilities
Consistent response across calls, forms, practice areas, and offices.
Consistent intake questions
Khem asks the questions the firm has approved, helping capture the same core information even when employees are occupied or the office is closed.
Practice-area qualification
Different practice areas can use different question paths and firm-defined criteria. The system guides routing without replacing final professional review.
Consultation booking
Where included, qualified inquiries can be offered approved consultation times based on calendar availability, office, practice area, and booking requirements.
Notification and transfer
Employees can receive approved notifications, summaries, or transfers when an inquiry requires prompt review or a human conversation.
Structured follow-up
Approved call, text, retry, and follow-up schedules can continue when a potential client does not complete intake or book during the first interaction.
Workflow integration
Information can move into a CRM or another existing system where the client environment, package, and verified integration support that behavior.
Multi-practice and multi-office routing
The managed workflow can account for several practice areas, offices, departments, languages, schedules, and escalation paths where included.
Managed Service
A Managed Intake System, Not an Administrative Burden
Every Khem account includes a dedicated account manager. Khem supports implementation, testing, approved workflow changes, monitoring, troubleshooting coordination, and ongoing optimization rather than giving the firm a platform and leaving employees responsible for maintaining it alone.
The firm still supplies accurate information, approves scripts and qualification rules, reviews routing and escalation procedures, and provides feedback. Attorneys and authorized employees remain responsible for professional judgment and final intake decisions wherever those responsibilities apply.
Human Responsibility
Automation organizes the workflow; qualified people retain the judgment.
Legal intake automation is not a substitute for attorney review, conflict checks, legal advice, case-acceptance decisions, ethical obligations, regulatory compliance, or human intervention in sensitive situations. It provides a consistent operating path around the firm's approved rules.
When a caller reaches a question or situation outside that path, Khem can route or transfer the conversation to an approved employee. Summaries, transcripts, recordings, and call history can support later review where those capabilities are included.
The firm remains in control.
Practice areas, intake questions, qualification rules, calendars, routing paths, and escalation procedures are defined and approved by the firm before they guide live inquiries.
Frequently Asked Questions
Direct answers about managed legal intake automation.
What is legal intake automation?
Legal intake automation uses an approved workflow to respond to inquiries, collect information, apply firm-defined qualification paths, route or transfer calls, schedule consultations, and continue follow-up. Attorneys and authorized employees retain professional judgment and final intake responsibility.
Can Khem qualify inquiries by practice area?
Yes. Khem can use different firm-approved questions and qualification paths for different practice areas without deciding whether the firm should ultimately accept a matter.
Can Khem book consultations?
Yes, where scheduling is included. Qualified prospects can be offered approved consultation times based on the firm's calendars and booking rules.
Can Khem follow up with leads automatically?
Approved call, text, and retry workflows are available depending on the firm's implementation and package. Follow-up follows the firm's schedule and communication rules.
Can Khem work with website forms?
Yes. An eligible form submission can enter the intake workflow and trigger a callback where the website, delivery method, and approved implementation support it.
Can Khem transfer callers?
Yes. Calls can be transferred or routed to approved employees, departments, offices, or phone numbers when that behavior is part of the configured workflow.
Can Khem support several practice areas?
Yes, where included. Each practice area can use its own intake questions, qualification rules, booking requirements, routing paths, and escalation procedures.
Does Khem replace attorney review?
No. Khem does not replace attorney review, conflict checks, professional judgment, legal advice, ethical obligations, regulatory compliance, or final case-acceptance decisions.
Does every account include a dedicated account manager?
Yes. Every Khem account includes a dedicated account manager who coordinates implementation, approved changes, monitoring, troubleshooting support, and ongoing optimization.
Can the firm change its intake questions?
Yes. The firm can request approved changes through its account manager. Khem coordinates review, configuration, and testing before an update is placed into the live workflow.
Can Khem connect with existing systems?
CRM and workflow integrations are available where included and technically supported. The exact behavior depends on the firm's systems, package, permissions, and approved implementation.
How long does implementation take?
Most Khem deployments are completed in approximately one to two weeks, depending on workflow complexity, integrations, testing, customization, and the firm's availability during onboarding.
Related Pages
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