Start free trial → 14 days, no credit card. It screens and books, and never gives legal advice.
What it does for your firm
One intake specialist for your phone and your website
Basalix is an AI intake specialist for law firms. Whether a client calls or opens the chat on your site, they get the same questions, the same qualification and a slot on the same calendar. Watch one call, start to finish, then see everything it does.
Saturday · 9:40 PM0:00 / 2:36
9:40 PMSaturday
Incoming callJordan B. · Austin, TX
Ringing
Searched “personal injury lawyer near me”. Dialing the first result.
9:40 PMAt most firms
Missed callVoicemail · “Our office hours are…”
Missed
He is already dialing the next firm.
By Monday: signed with someone else.
Connected · Rivera & Chen Law Firm
Answered on the first ring.
Phoneyour number
Website chatyour site
24/7any hour
Says it is an AI
No legal advice
May be recorded
The firm's own greeting
Screening · Personal injury · Texas
Role
…Driving, rear-ended while stopped
Injuries
…Caller and passenger
Treatment
…Clinic, same day
Represented
…No, first call
Your questions, in your order. It never says what the case is worth.
Daniel Rivera · Austin office Qualified
Conflict checkWaiting for the other partySearching…Clear
Other driver—Mark Dawson
Your CRM · contacts and mattersno match
Your client and adverse-party listno match
Mon, Sep 282:30 PM
Tue, Sep 2912:30 PM
Booked · Mon, Sep 28, 2:30 PMAustin officeConfirmation email sent
Monday, 8:00 AM · Your CRM
Jordan BlakeCar accident · Personal injuryQualified
Screening answers, every one
Consultation · Mon 2:30 PM with Daniel Rivera
AI summary of the call
Recording and transcript, one click away
Nobody typed a thing. Delivered to Clio Grow, any CRM by webhook, or a Google Sheet.
1Answers24/7
2Screenson your rules
3Bookson your calendar
4Deliversinto your CRM
Every call. Every chat. On your rules, around the clock.
Yes. The default greeting says so before anything else, and the platform's legal guardrails cannot be switched off.
"Thank you for calling. I'm an automated assistant for the firm. I can't give legal advice, and this call may be recorded. How can I help you today?"
Security
Client data, encrypted and kept in the US
Where intake data lives and who can reach it, in three lines. The full detail is on the security page and in the Data Processing Addendum.
Hosting
Stored and processed in the US
Hosting, database, file storage, backups and encryption keys run on Amazon Web Services in the United States.
Encryption
AES-256 at rest, TLS in transit
Databases, files and backups are encrypted at rest with AES-256, keys held in AWS Key Management Service. HTTPS is enforced, and integration credentials are stored encrypted.
Access
Each firm's data stays separate
Separated by tenant, with every request scoped to the signed-in firm, role-based access control and audit logging. Never used to train a model.
Solo Intake is $349 a month, Firm Intake $699. Phone numbers, web chat, conflict check, booking and CRM delivery come with both plans, not as add-ons. Voice beyond your included minutes is $0.75 a minute from a prepaid wallet you cap.
14-day free trial. No credit card, nothing auto-charges.
One call, start to finish
What legal intake software does with a Saturday night call
A different matter from the walkthrough above: an immigration call, in two languages, followed minute by minute from the first ring to Monday morning.
Saturday, 10:15 PM · a search for a lawyer
Lucía's brother was stopped on the way home from work this afternoon and is now in an immigration detention center two counties away. She has searched for an immigration lawyer near her and dialed the first number that looked right. What happens in the next ten minutes is the whole difference between an AI receptionist for law firms and the voicemail, answering service or overflow desk most firms rely on tonight. Basalix is legal intake software built only for US law firms, from a solo attorney to a firm with several offices. Here is what it does with that call, minute by minute.
10:15 PM · the first ring
Answered at once, and honest about what it is
The call is answered immediately, as every call and website chat is, 24 hours a day. Before any question is asked, Lucía hears that she is talking to an automated assistant for the firm, that it cannot give legal advice and that the call may be recorded. The firm can edit that greeting; the disclosure stays and cannot be switched off. She starts in English, and it is fine for the first minute. When the questions turn to what happened, she asks, "¿Habla español?" It does. The disclosure is repeated in Spanish, and the rest of the intake runs in Spanish, on the same number, on every plan.
10:16 PM · your questions
The firm's intake questions, in the firm's order
Basalix asks what your intake staff would ask, from the screening questions you set for each practice area. For removal defense: who is facing removal, whether he is detained and where, whether anyone was served a notice to appear or has a court date, whether he has been denied, deported or arrested before, whether another attorney is already involved, and the state. It records what Lucía knows and does not press for what she doesn't. It never comments on eligibility, status or the chances of the case. A matter outside the practice areas you take is declined politely, or logged as a referral, whichever the firm chooses.
10:21 PM · before anything is booked
A conflict check on the same call
It asks the brother's full name and checks it against the firm's client and adverse-party list. No match, and the matter goes ahead. A match it cannot rule out, and it holds the matter for the firm to confirm or release on Monday. A clear conflict, and the caller gets a courteous decline that discloses nothing about who the firm acts for.
10:23 PM · urgent, so not the next open slot
Routed to an attorney, on the firm's rules
Someone detained now is urgent, and the firm's immigration rules say so: a detention, a court date within 30 days or an expiring status goes to an attorney call-back instead of the next consultation slot. Lucía is told, in Spanish, that an attorney will call her back, and the request is at the top of Monday's list. A green-card or citizenship caller on the same night would have been booked on an open slot from the attorney's own Google or Outlook calendar instead, with a confirmation and reminders. Had this been office hours and Lucía asked for a person, the call would have gone through to your team.
Monday, 8:00 AM · your desk
What your team finds on Monday morning
One lead, not a message: the screening answers in the same structured fields as an English call, the call-back request marked urgent, and an AI case summary of the call.
In the tools you already use. Clio Grow and Clio Manage natively, any other CRM by signed webhook or through Zapier or Make, or a Google Sheet if the firm does not run a CRM yet. CRM integration for legal intake is on every plan.
The recording and the full transcript, in Spanish from the moment she switched, one click from the lead, kept as long as the firm's retention rule says.
If Lucía rings back, the existing lead is updated. No duplicates.
How that compares with a law firm answering service
An answering service, or an after-hours legal intake desk, takes a name and a number and passes on a note. Someone at the firm then calls back, asks every question from the beginning and only then learns whether it was a strong matter, a tire-kicker or a conflict. The caller who told their story once on Saturday tells it again on Monday, and the firm pays per call or per minute for the privilege. Basalix puts the screening, the conflict check and the booking on the first call, for a flat monthly fee, and still puts a caller through to a person during office hours. The row-by-row comparison covers hours, what comes back, conflicts, booking and cost; the week grid above shows the hours each one covers.
What stays with the firm
Client data is stored and processed in the United States, on Amazon Web Services, encrypted at rest with AES-256 and in transit with TLS, separated per firm, and never used to train a model. The firm decides how long recordings and transcripts are kept, can place a legal hold on a record, and can erase one record or the whole account. The security page, the Data Processing Addendum and the privacy policy carry the full detail.
Live in one sitting, priced in plain numbers
There is no onboarding project: this is client intake software the firm sets up itself. Paste your website and Basalix drafts the agent from it: practice areas, offices, hours and greeting. Set your rules, connect each attorney's calendar, forward your existing number or take a new local one, try a real call and a chat, then publish; phone and chat go live together. The 14-day free trial has everything in Firm Intake, a free phone number and 100 minutes of talk time, with no credit card.
Solo Intake is $349 a month and Firm Intake $699. Both carry the whole platform: phone numbers, web chat, conflict check, booking, Spanish, recordings and CRM delivery. The plans differ on capacity, two calls at once or five, not on features. Voice beyond the included minutes is $0.75 a minute from a prepaid wallet with a cap you set, so there is no surprise bill. See how it is set up for personal injury, immigration and family law firms, or every feature in one place.
Before you switch
Yes. Basalix answers every call and website chat 24/7, including nights, weekends and lunch hours, and takes 2 calls at once on Solo Intake and 5 on Firm Intake. A new caller never reaches voicemail: the call is answered, screened and, if the matter qualifies, booked.
Yes. The greeting says it is an automated assistant for the firm, that it cannot give legal advice and that the call may be recorded, before anything else. The firm can edit the greeting; the disclosure stays and cannot be switched off.
On the rules the firm writes: practice area, state, whether the caller is already represented, time-sensitive dates such as a filing deadline, and the screening questions for each practice area. A matter that qualifies is booked. One the firm marks urgent goes to an attorney call-back instead. One that does not qualify is declined politely or logged as a referral, whichever the firm chooses.
Yes. In office hours, anyone who asks for a person is put through to your team. If nobody picks up, it books a call-back or takes a message, so no one is left on a dead line. Outside office hours a new caller goes through intake and is booked, or routed to an attorney call-back when the firm’s rules mark the matter urgent, such as someone detained or a court date within 30 days.
Client data is stored and processed in the United States on Amazon Web Services, encrypted at rest with AES-256 and in transit with TLS, separated per firm, and never used to train a model. The lead goes to Clio Grow or Clio Manage, to any other CRM by signed webhook, or to a Google Sheet; the recording, transcript and AI summary stay in Basalix, one click from the lead.
One sitting, with no IT. Paste your website and Basalix drafts the agent; set your rules, connect each attorney’s Google or Outlook calendar and your phone line, test a call, then publish. Solo Intake is $349 a month and Firm Intake $699, each with everything included, and the 14-day free trial comes with a free phone number and 100 minutes of talk time, no credit card.
Never miss another client call.
Set it up in one sitting, and take real calls during your free trial.
Basalix AI
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