AI-powered intake for business law firms, backed by trained people
Every new-client call answered. Every conflict party captured. No partner time spent on intake.
Retainr answers your firm's phone and texts in one ring, day or night. It collects every party for your conflict check before any confidential facts, flags deadlines, books the consult on your calendar, and puts a clean intake file in Clio. Anything urgent or sensitive goes to a person.
Preparing our first pilot with a business law firm. Demo line: opening soon
Bluefin Craft Labs LLC
LLC member dispute · new client · referred by their CPA
- Conflict check8 parties captured
- EscalationWarm transfer at 3:42
- ConsultTue 10:00 AM, video
- Delivered toClio + email brief
- DisclosuresAI, recording, no advice
New business clients call once. Then they call the next firm.
At small and mid-size firms, attorneys billing hundreds of dollars an hour still pick up new-client calls, run conflict checks by hand, and type up intake notes. When they're in a meeting or a closing, the call goes to voicemail.
These are industry-wide figures from the sources linked, not Retainr results. We'll publish our own measured pilot numbers once we have them, with the firm's permission.
Follow one intake call, start to finish
A fictional Monday-morning call to a fictional firm, showing exactly what Retainr does and what lands on your desk. Total attorney time before the consult: reading one page.
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9:14 AM · Step 1
Answered in one ring, honestly
The AI answers in your firm's name, says it's an AI assistant, gives the recording notice, and tells the caller how to reach a person. Then it asks the one question that matters first: new or existing client?
Fictional exampleAI intakeThanks for calling Sample Law. I'm the firm's AI intake assistant, and this call is recorded. Say "person" anytime to reach our team. Are you a new or existing client?CallerNew. My co-founder locked me out of our company bank account and called a vote to remove me.AI intakeI'm sorry, that sounds stressful. So the firm can check for conflicts, I'll get the names of everyone involved first. Please don't share confidential details yet. -
9:16 AM · Step 2
Every party for the conflict check, before the facts
Company, DBAs, owners, the other side, investors, new entities, the bank, opposing counsel, and the referral source. Business matters touch a lot of names, and missing one is a real risk. Facts stay to two sentences until your firm clears conflicts.
Parties for conflict checkFictional exampleName Role Side Bluefin Craft Labs LLC (DBA Bluefin Brewing Supply) Company Client Jordan Alvarez Caller, member 50% Client Casey Morgan Co-founder, member 40% Adverse Northgate Angel Partners LP Investor, ~10% Related Harborline Labs LLC New company of adverse party Adverse? + bank, possible opposing counsel, referring CPA (8 total) -
9:17 AM · Step 3
The deadline gets flagged, and a person steps in
"They called a member meeting for next Monday" trips your urgency rule. The AI warm-transfers to a trained intake agent who sees the summary on screen, so the caller never repeats themselves. The agent confirms the date and that no court papers were served.
UrgencyFictional exampleUrgent: deadline within 7 daysMember meeting called for Mon, Nov 2. Bank access removed Oct 23. Not served with a lawsuit.
AI intakeSummary + party listIntake agentPicked up at 3:42 -
9:21 AM · Step 4
Consult booked on your real calendar
The caller picks from open slots on the attorneys and consult lengths you allow. They get an email and, if they opt in, a text confirmation. A secure document link goes out only after your firm clears conflicts.
Consult bookedFictional exampleTUE27OCT10:00–10:30 AM ET · VideoNext available business attorney, per firm rules
Text to caller (opted in)Sample Law: your consultation is confirmed for Tue Oct 27 at 10:00 AM ET. Video link sent by email. Reply STOP to opt out. -
9:23 AM · Step 5
A one-page intake brief for the attorney
Caller and company, matter summary, the full party list, deadlines, documents mentioned, budget expectations, the consult, every disclosure given, and a recommended next step. Readable in two minutes, printable, and attached to the matter.
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9:23 AM · Step 6
The file lands in Clio
A new lead with the contact, the company, the matter type, the conflict list, the consult date, and the brief and transcript attached. Not on Clio yet? The same brief arrives by email after every call.
Practice management · new leadFictional example- Contact
- Jordan Alvarez · Bluefin Craft Labs LLC
- Matter
- LLC member / co-founder dispute
- Status
- Conflict check pending
- Consult
- Tue Oct 27, 10:00 AM
- Source
- Referral: CPA
- Attached
- Intake brief (PDF), transcript, party list
Field names are illustrative and map to your Clio setup.
Coverage that doesn't depend on who's at the front desk
Nights, weekends, holidays
The AI answers 24/7. Urgent after-hours calls, like a lawsuit served on Friday, are flagged for a callback at the time your firm sets, or routed to whoever you name as on call.
Texting follow-up
Missed-call text-back, consult confirmations and reminders, and a secure upload link sent only after conflicts clear. Transactional texts only, with STOP and HELP on every message.
Spam and sales calls filtered
Robocalls, vendor pitches, and marketing calls are screened out and logged, so your team only sees real callers. Spam and hang-ups never count toward your plan.
Existing clients routed
Existing clients are recognized and transferred to their attorney or assistant, or a detailed message is taken. Business firms get many of these calls, so it's in every plan.
English and Spanish
The AI runs intake in Spanish from day one, with the same conflict-first script and disclosures.
Every call reviewable
Transcripts, recordings, answer rate, consults booked, and escalations in one dashboard. See the sample dashboard.
Not another phone tree. A person is one word away.
Everyone has been stuck yelling "representative." Retainr works the other way around: the AI is there to help, and it hands off the moment a call needs judgment.
- The caller says "person" at any point: transferred, no menus or loops.
- Served with a lawsuit, or a deadline or closing within 7 days.
- An upset caller or a sensitive conversation.
- A request for legal advice, or the AI misunderstands twice.
- Warm transfer: the agent sees the AI's summary, so the caller never starts over.
Built around the rules your firm practices under
- AI disclosure at the start of every call.
- Recording notice on every call, in every state.
- No legal advice. No case evaluation, no predictions, no fee quotes.
- Conflict check before facts, to help protect the firm under Rule 1.18.
- No relationship formed until the firm confirms it in writing.
- Flat pricing that never touches legal fees (Rule 5.4).
Your script, your rules, your call
- Greeting, agent name, voice, and tone.
- Which matter types you accept, and who each goes to.
- Escalation triggers and transfer targets.
- Attorneys, calendars, and consult lengths offered.
- Intake and conflict fields, required or optional.
- Recording retention, and access to every transcript.
An honest start: one pilot, done carefully.
Retainr is a new company. We're preparing a first, low-volume pilot with a business law firm, and our scripts and conflict fields are being built with a practicing attorney. We don't have customer logos or testimonials yet, and we won't invent them. We'll publish measured results once we have them.
About usBecome a design partner
We're taking a small number of business law firms into the pilot. Design partners shape the product, get hands-on setup and weekly call reviews, and receive reduced pricing during the pilot.
Apply for the pilotWhat your firm actually receives
Fictional samples of the per-call intake brief and the firm dashboard.
See it on your firm's calls.
Book a 20-minute walkthrough. We'll run a live intake call, show the conflict list and brief it produces, and talk through what you'd want changed for your firm.