AI Legal Intake with Blawby

Why AI-Powered Intake Matters for Law Firms

Managing client intake shouldn't be a bottleneck that slows down your practice or frustrates potential clients. Yet, many law firms still rely on static forms, manual follow-up, and missed opportunities when clients reach out outside business hours. Blawby's AI-powered legal intake transforms this process—so you can capture qualified leads 24/7 while your team focuses on serving existing clients.

Currently available as a free beta - Blawby AI is open source and free to use during the beta period, making it accessible to law firms of all sizes.

What You Can Do with Blawby AI Intake

Blawby's open source AI intake system allows you to:

Automatically collect client information through intelligent conversations
Classify legal matters and route them appropriately
Process consultation fees automatically
Escalate complex matters to human review
Capture leads even when your office is closed

Blawby AI understands legal context, asks relevant follow-up questions, and guides clients through a natural conversation that feels like talking to a knowledgeable paralegal. As an open source solution, you have full transparency into how the system works and can customize it to fit your specific needs.

Learn more about payment processing
See how to manage client communications

How to Set Up AI Intake for Your Firm

Use the following steps to add AI intake to your existing Blawby account.

Ensure your Blawby account is active. If you haven't completed the setup process yet, follow the Getting Started guide to set up your account, including verification and payment processing.
Request free beta access to Blawby AI. (2 minutes) Visit the Help page and request beta access to Blawby AI. Our team will review your request and provide access credentials at no cost.
Receive your AI intake form link. (1 minute) Once approved, you'll receive an email notification with your unique AI intake form link (e.g., https://ai.blawby.com/?teamId=your-team-id). This link is ready to use immediately.
Test the conversation flow. (5 minutes) Try Blawby AI with sample scenarios to ensure it works as expected.
Launch and monitor. (1 minute) Start accepting clients through your AI intake form. All payments and matters will appear in your Blawby dashboard alongside your other client data.

How AI Intake Works

Intelligent Conversations That Understand Legal Context

Unlike static forms that ask the same questions regardless of the legal issue, Blawby AI adapts its conversation based on what the client shares. The system understands legal terminology, recognizes urgency, and asks relevant follow-up questions.

For example, when a client says "I got fired for downloading movies on my work laptop," Blawby AI immediately recognizes this as an employment law matter and begins collecting the specific information needed for that type of case.

Step-by-Step Information Collection

Blawby AI guides clients through a natural conversation that collects all necessary information:

Initial Assessment: Blawby AI understands the client's legal situation and categorizes the matter
Contact Information: Collects name, phone, and email systematically
Matter Details: Asks relevant questions based on the legal issue type
Payment Processing: Handles consultation fees automatically
Next Steps: Provides clear guidance on what happens next

Human-in-the-Loop Review

Complex or urgent matters are automatically escalated to your review queue, ensuring that sensitive cases get human attention while routine matters are handled efficiently by Blawby AI.

Using AI Intake for Different Practice Areas

Employment Law

Blawby AI is trained to handle employment law matters including:

Wrongful termination
Discrimination and harassment
Wage and hour disputes
Non-compete agreements
Workplace safety issues

Example conversation:

Client: "My boss fired me for being pregnant"
Blawby AI: "I understand this is a serious employment discrimination matter. Let me help you get the information we need to assist you properly. Can you please provide your full name?"

Family Law

For family law matters, the AI collects information about:

Divorce proceedings
Child custody and support
Property division
Domestic violence
Adoption

Example conversation:

Client: "I need help with my divorce"
Blawby AI: "I understand you're going through a difficult time. Let me help you get started with the divorce process. Can you please provide your full name?"

Personal Injury

Blawby AI handles personal injury cases including:

Car accidents
Slip and fall incidents
Medical malpractice
Product liability
Workplace injuries

Example conversation:

Client: "I was hit by a car while walking"
Blawby AI: "I understand this is an urgent personal injury matter. Let me help you get the information we need to protect your rights. Can you please provide your full name?"

Why Choose Blawby AI for Your Practice?

Built for Legal Professionals

Blawby AI is designed specifically for law firms, with built-in compliance and security features that legal professionals need:

IOLTA Compliance: Automatic separation of earned and unearned funds
Secure Data Handling: Enterprise-grade encryption for client information
Payment Integration: Seamless processing of consultation fees and retainers
Open Source: Full transparency into how the system works
Free Beta: Currently available at no cost during the beta period

Streamlined for Your Workflow

Unlike generic chatbots, Blawby AI understands legal terminology and practice management. It integrates directly with your existing Blawby dashboard, so all client information, payments, and matters appear alongside your other data—no separate system to manage.

Built-In Security and Compliance

Blawby AI is designed with the security and compliance features that law firms require:

IOLTA Compliance: Automatic separation of earned and unearned funds
Secure Data Handling: All client information is encrypted and stored securely
File Upload Support: Clients can upload photos, videos, audio, and documents (25MB max)
Rate Limiting: Prevents abuse and ensures reliable performance
Professional Standards: Built to meet legal industry security requirements

Advanced Features for Growing Firms

Multi-Tenant Team Configuration

Each team can configure their own settings:

Consultation Fees: Set your own rates (e.g., $75 for initial consultation)
Available Services: Specify which practice areas you handle
Jurisdiction: Define which states/countries you serve
Branding: Customize colors, messaging, and domain
Payment Requirements: Choose whether payment is required upfront

Seamless Integration

Blawby AI integrates directly with your existing Blawby dashboard, so all client information, payments, and matters appear alongside your other data—no separate system to manage.

Frequently Asked Questions

Is Blawby AI really ready for production use?

Yes. The system has been thoroughly tested with real legal scenarios and is currently handling live client interactions. The free beta program allows you to test it in your own environment with no risk.

What happens if Blawby AI doesn't understand a client's situation?

Complex or unclear matters are automatically escalated to your review queue for human attention. The system is designed to err on the side of caution.

Can clients upload documents and photos?

Yes. The system supports file uploads including photos, videos, audio, and documents up to 25MB in size. Supported formats include JPEG, PNG, PDF, MP4, MP3, and many others.

How does payment processing work?

Consultation fees are collected automatically using your team's configured payment settings. The system integrates with your existing payment infrastructure.

What if a client needs immediate help?

Urgent matters are flagged and escalated to your review queue immediately. You can also configure the system to provide emergency contact information.

Is Blawby AI really open source?

Yes. The complete codebase is available on GitHub under the MIT license. This means you have full transparency into how the system works and can trust that your client data is handled securely and appropriately.

Troubleshooting & Tips

Test regularly: Try Blawby AI with different scenarios to ensure it's working as expected
Monitor the review queue: Check regularly for escalated matters that need human attention
Update your configuration: Keep your services and fees up to date as your practice evolves
Train your team: Ensure everyone knows how to access and respond to the review queue

Best Practices

Set clear expectations: Let clients know they're talking to an AI agent
Review escalated matters promptly: Respond to urgent cases in the review queue quickly
Keep configuration current: Update your services and fees as your practice changes
Monitor performance: Track metrics to identify areas for improvement

Ready to Transform Your Intake Process?

Blawby's AI intake system is built for law firms that want to capture more leads, reduce administrative burden, and provide better client service—without the headaches of manual intake processes. As a free beta program, there's no risk to trying it out.

Try Blawby AI today and see how intelligent intake can transform your practice.

Interested in Contributing?

Blawby AI is an open source project, and we welcome contributions from the legal technology community. Whether you're a developer, legal professional, or simply passionate about improving legal tech, there are many ways to get involved:

Report Issues: Found a bug or have a feature request? Open an issue on GitHub
Submit Code: Want to contribute code improvements? Fork the repository and submit a pull request
Share Feedback: Have ideas for improving the AI's legal knowledge or conversation flow? We'd love to hear from you
Spread the Word: Help other law firms discover this free, open source solution

The complete source code is available on GitHub under the MIT license. Join us in building better tools for the legal profession.