Floxo Intake Systems

Voice and text intake for law firms

One system answers every call and message, qualifies the matter, books the consultation, and keeps your CRM clean. Your team stays focused on the cases.

What's Included

Everything your front door needs

Pick the pieces your firm needs. Most firms start with voice and text together, then add CRM sync and dashboard reporting.

Most Popular
Every call answered, 24/7

AI Voice Intake

A natural-sounding voice agent answers calls day or night, asks your intake questions, qualifies the matter, and books the consultation directly on your calendar.

Coverage your front desk can't match

  • Answers in under 3 seconds
  • After-hours and overflow covered
  • Live transfer to your team anytime

What's included:

  • Custom intake scripts per practice area
  • Case qualification and lead scoring
  • Calendar booking and confirmation
  • Full call transcripts and recordings
  • Bilingual options available
24/7 coverageHuman handoffCRM sync
Hear a Live Demo
Every message answered in seconds

AI Text Intake

SMS and website chat agents respond instantly, qualify the matter, answer common questions, and move qualified leads straight to a booked consultation.

Turn conversations into consults

  • Instant replies, day or night
  • Automatic follow-up sequences
  • No lead left on read

What's included:

  • Website chat and SMS in one inbox
  • Qualification flows per practice area
  • Appointment booking links
  • Follow-up until the lead responds
  • Transcripts saved to your CRM
SMS + web chatAuto follow-upTeam inbox
See Text Intake
Built around your firm, not a template

Done-For-You Setup

We configure your intake scripts, connect your calendar and case management software, test with real scenarios, and train your team before launch.

Live in days, not months

  • No technical work on your side
  • Integrations handled for you
  • Team training included

What's included:

  • Intake audit and script design
  • CRM and calendar integrations
  • Compliance-aware configuration
  • Test calls and refinement
  • Team training and documentation
Done for youIntegrationsTraining
Scope Your Setup
Process

From demo to live intake

No confusion, no guesswork. Here is exactly what happens after you book a demo.

01Day 1

15-Minute Demo

What happens

We run a live intake on your firm's scenario so you can hear exactly how Floxo handles a real caller.

What you get

A clear picture of what your intake would sound like, with no obligation.

02Week 1

Intake Audit

What happens

We map your current intake flow, caller questions, qualification rules, and the tools your team uses.

What you get

A written intake plan tailored to your practice areas.

03Week 1

Configuration

What happens

We build your scripts, qualification logic, routing rules, calendar booking, and CRM connections.

What you get

A configured intake system ready for testing.

04Week 1-2

Test & Train

What happens

We run test calls and messages, refine the responses, and train your team on the dashboard and handoff.

What you get

Confidence that the system handles real callers correctly.

05Week 2+

Launch & Optimize

What happens

Floxo goes live. We monitor transcripts, tune qualification, and improve conversion after launch.

What you get

An intake system that keeps improving, not a set-and-forget bot.

Book a 15-min demo

15 minutes. Live intake demo. No pressure.

Built for law firms

One intake system. Every practice area.

Personal injury, family, immigration, criminal defense, employment, estate planning, and business law. Each firm gets its own scripts, qualification rules, and routing.

24/7

voice and text coverage

Every call answered · every lead qualified · every consult booked

Security & Compliance

Built for the way law firms handle data

Intake involves sensitive information. Floxo is configured with consent, access control, and human oversight from day one.

Consent-aware intake

Scripts capture consent where required and follow your firm's intake policies, including TCPA-aware messaging flows.

Encrypted in transit

Calls, messages, and transcripts move over encrypted connections and are stored with access controls.

Your data stays yours

We do not sell or repurpose client data. Records sync to your systems and remain under your control.

Human oversight

Every conversation is logged with a transcript, so your team can review, correct, and take over at any time.

Floxo supports your firm's compliance process. It is not a substitute for your firm's legal or ethical obligations.

FAQ

Frequently Asked Questions

Quick answers to the most common questions from firm owners and intake managers.

How much does Floxo cost?

Pricing is custom to your firm based on call and message volume, practice areas, and integrations. Book a 15-minute demo and we'll scope it for your firm and send a clear quote before anything starts.

Will it sound like a robot?

No. Floxo uses natural voice models and your firm's intake language. You'll hear a live demo before you commit, and we tune the script and voice until it represents your firm well.

What happens when a caller asks for a person?

Floxo transfers the call to your team with the transcript and context attached. Your team picks up already knowing who is calling and what the matter involves.

Does it work with our case management software?

Yes. We connect to Clio, Filevine, MyCase, Smokeball, Lawmatics, HubSpot, and other tools, plus calendars and messaging platforms. If you use something else, we can usually build the connection.

How long until we're live?

Most firms go live within days of the intake audit. Complex integrations may take a little longer, but you get a clear timeline before we start.

Do we need technical staff to run it?

No. We handle setup, integrations, and training. Your team uses a simple dashboard for transcripts, leads, and handoffs.

Hear Floxo answer your next call

Book a 15-minute demo and we'll run a live intake on your firm's scenario, then show you exactly how it books the consultation and updates your CRM.

Book a 15-min demo