Legal Intake
AI client intake software for law firms, running 24/7
Stellar is an AI intake agent for law firms. It handles new-client calls, captures case facts, screens for conflicts, and books consults with the right attorney, all inside a scope your firm defines so nothing inappropriate goes out the door.
42%
of potential clients go with the first firm to return their call, per legal-marketing benchmarks.
Source: Clio Legal Trends Report, 2023.
Built for legal intake teams
How it works
A typical inbound call from start to finish.
Post-accident search → form submission
Stellar calls back in under 60 seconds
Captures case type, facts, conflict-check info
Books consult with the right attorney
Everything you need to run legal intake calls at scale
Scoped to intake only
The agent captures facts and books consults. It never gives legal advice, never quotes outcomes, and never creates an attorney-client relationship.
Conflict-check capture
Names of adverse parties are captured up front during intake, so your paralegal can run the conflict check before the consult instead of finding out about it on the day of.
Case-type routing
Personal injury, family law, and criminal defense each get their own intake script, intake form, and urgency rules, so a 2 AM DUI call gets handled completely differently from a Monday morning estate planning inquiry.
After-hours coverage
Most personal injury leads come in right after an accident: evenings, weekends, and holidays. Stellar picks up on the first ring while competing firms send the call to voicemail.
Clio + MyCase coming soon
Google Calendar + HubSpot + webhook support today. Direct Clio and MyCase integrations land in 2026.
Confidentiality guardrails
The agent reminds callers intake is preliminary only, captures just enough to schedule, and routes sensitive details to the attorney securely.
Returning clients recognized on pickup
Existing clients calling about case updates don't have to reidentify. Stellar pulls their record from HubSpot or your CRM the moment the phone rings, with name, case reference, and last touchpoint all surfaced before the agent answers.
Works with your stack
Frequently asked questions
Does Stellar give legal advice?+
No, and that's by design. The agent captures facts, screens for conflicts, and books a consult. It never advises, never quotes outcomes, and never creates an attorney-client relationship.
How do you handle conflict checks?+
Adverse party names are captured during intake, so your paralegal can run the conflict check before the attorney consult instead of after, when it would already be too late.
What practice areas does it support?+
Personal injury, family law, estate planning, criminal defense, small-firm general practice. Each gets its own intake script.
Is it HIPAA and confidentiality safe?+
Data is encrypted in transit and at rest, row-level access controls keep your account isolated from other tenants, and the agent caps intake detail to what's needed to schedule. Sensitive facts go to the attorney directly, not the general team.
Do you integrate with Clio or MyCase?+
Direct integrations for Clio and MyCase are on our 2026 roadmap. Today, Stellar pushes intake to HubSpot, Calendly, or a webhook into your practice management system.
Ready to answer every call?
Spin up a legal intake agent in under 10 minutes. 14-day free trial, no credit card required.