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AI Agent for Lawyers: Automate Client Intake and Qualification

Answer lawyers' questions and explain legal services. Book consultations and update CRM systems using an AI agent for personalized follow-ups.

Deploy your Lawyers Double

AI Agent for Lawyers

Trusted by professionals across the world

Transform Scattered Inquiries into a Structured Client Intake Pipeline

Between Lawyers' expertise and every potential client sits an AI agent that qualifies, routes, and books consultations on their behalf, ensuring only the right cases reach their calendar while their voice shows up at every touchpoint, from initial inquiry to scheduled meeting.

Lawyers automation workflow showing client intake and qualification

No More Missed Calls

Every client inquiry gets a tailored response within seconds, including your availability and consultation fees.

Streamline Client Onboarding

Qualified prospects book consultations directly while you prepare for court or meet with existing clients.

What your Lawyers Double Agent can do

From live conversations to system-level actions, your Double covers the full spectrum of lawyer interactions.

Live Client Conversations

Engages visitors in real time, answers questions about your services, and handles discovery conversations.

  • Real-time Q&A about your legal specialties
  • Qualification and capture of new leads
  • Objection handling during inbound inquiries
Live Client Conversations

Lead Qualification

Asks structured questions, captures intent signals, and routes qualified opportunities.

  • Structured qualification questions
  • Intent signal capture
  • Opportunity routing and prioritization
Lead Qualification

Interactive Presentations

Presents your legal services, pricing, and expertise during conversations.

  • Contextual service explanations
  • Interactive pricing and package walkthroughs
  • Guided expertise presentations
Interactive Presentations

System Updates

Updates your CRM, contacts, and workflows automatically after every conversation.

  • CRM contact and case updates
  • Automated email follow-ups
  • Workflow triggers across connected tools
System Updates

Opportunity Capture

Captures conversation signals, generates summaries, and surfaces actionable insights.

  • Conversation signal capture
  • Automated meeting summaries
  • Actionable insight extraction
Opportunity Capture

More Clients, Fewer Hours on Admin, Zero Leads Forgotten

Every new client is worth thousands in recurring revenue. Your Double fills your consultation calendar, qualifies leads, and follows up on unanswered inquiries.

Qualify New Clients Automatically

Every visitor gets a personalized response, including your availability and consultation fees, within seconds.

Streamline Client Intake

Qualified prospects book consultations directly while you prepare for court or meet with existing clients.

Reduce Missed Opportunities

Your Double captures every client inquiry, follows up on unanswered questions, and schedules meetings — reducing missed opportunities and increasing revenue.

Enhance Client Communication

Automated follow-ups and personalized responses ensure that every client feels valued and informed throughout the intake process.

Get started in minutes

How it works

Deploy your lawyers agent in minutes. Upload your services, map your intake flow, and let your Double start qualifying.

  1. Create your Lawyers agent

    Sign up and build your AI agent from scratch or import your LinkedIn profile to generate it instantly.

  2. Set your lawyer voice and style

    Choose the voice your Double speaks in and set the tone, personality, and conversational style so it sounds like you in every consultation.

  3. Add services and set up workflows

    Upload your legal services, pricing, and expertise. Configure intake questions, qualification rules, and booking flows.

  4. Launch your AI agent

    Your agent is live and ready. Share it on your website, embed it in your social media, or send the link directly to clients.

    • Email Signatures
    • Short URL for Socials
    • Meeting Backgrounds
    • Branded QR Codes

Lawyers Agent Features

Everything you need to build, train, and scale your AI twin in one platform.

Identity-driven conversations

Your Double reflects your voice, positioning, and expertise in every interaction.

Knowledge base training

Train your Double using documents, links, and resources about your legal services.

Interactive presentations

Run demos, decks, and walkthroughs inside conversations about your legal expertise.

Agentic system actions

Trigger updates in CRM, email, and workflow tools after every conversation.

Conversation memory

Your Double remembers previous interactions and builds on them.

Workflow automation

Run multi-step processes from conversation outcomes.

Governance controls

Control what your Double can say and what actions it triggers.

Team collaboration

Deploy Doubles across teams with shared knowledge.

Connects to your existing tools

Your Double works with the tools you already use, syncing data and triggering actions across your workflow.

  • Gmail
  • Google Sheets
  • Calender
  • Hubspot
  • Calendly
  • Salesforce
  • Zoho CRM

View all integrations

Pre-Built AI Agent Templates for Lawyers

Start with a ready-made agent template and customize it to your intake flow in minutes.

Browse agent templates

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Individuals and Teams love us alike

From solo creators to leading brands, users are turning their bio link into a powerful hub with Double.

Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.

Carlos Rossi

Marketing Manager

My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.

Javi Rojas

Digital Creator

My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.

Chloe Dubois

Growth Strategist & Coach

Frequently asked questions

Common questions lawyers ask before deploying their Double.
How does the Double learn about my legal services?
You feed it everything a client would ask about: services, pricing, and expertise. It uses that material to hold informed conversations about your legal practice.
Can it present my services to clients?
Yes. Your Double walks clients through your services, pricing, and expertise during conversations.
What tools does it connect with?
Double connects with CRM, email, and workflow tools. It books consultations, updates records, and sends confirmations after each conversation.
Is it hard to set up?
Setup is fast. Most lawyers add their services, connect their calendar, and have their Double live on their site the same afternoon.
Can I control what it says about my services?
Governance controls let you define boundaries around what your Double can say and what actions it triggers.
Will it sound like me?
You shape the tone, the energy, and the language boundaries. If you are professional and empathetic in your conversations, your Double communicates the same way.

Launch your Lawyers Double today

Automate client intake, qualify leads, and fill your consultation calendar with a Double AI Agent for Lawyers.

Launch Lawyers Double