Firm Intake
$699/mo
Billed monthly, or about $583/mo billed annually ($6,990/yr)
The 14-day trial is Firm Intake in full, no credit card.
For your firm · Small firms
AI intake for small law firms, one standard for every attorney
A small firm has one receptionist, and Monday morning has three callers. Basalix AI picks up all three at once, asks each of them the questions your attorneys wrote, routes the matter to the right attorney or office, and lands the lead in the CRM your team already uses. Nobody hears a busy tone, and nobody at the desk asks the same questions twice.
14-day free trial. No credit card, nothing auto-charges.
- CallerI need help with a custody schedule. We're in Round Rock.
- BasalixI can help with that. Round Rock is handled by our Austin office. Has anything been filed with the court yet?
- CallerNo, nothing filed. We just separated.
- BasalixUnderstood. Our family law attorney in Austin has openings Wednesday at 11 or Thursday at 3. Which suits you?
Outcome
- Family law
- Routed: Austin office
- Booked: Wednesday 11 a.m.
The problem
Intake breaks between people
Screening depends on who answers
The receptionist asks five questions, the paralegal asks two, and the attorney asks them all again.
Leads go to the wrong desk
A family matter booked with the injury attorney, or an Austin caller booked into the Dallas office.
Nobody owns the spreadsheet
Sticky notes, a shared inbox and a CRM that only gets updated on Fridays.
What it does
One intake standard for every attorney
Written once, applied on every channel, delivered where your team works.
- Answers five at once
- 5 calls at once
- 3 numbers
- No busy tone
- Screens per practice area
- Attorney-written
- Phone and chat
- Routes to the right desk
- Office
- Attorney
- Practice area
- Lands in your CRM
- Clio Grow
- Clio Manage
- Webhook
- Zapier
Nobody at the desk asks the same questions twice.
What you get
What Basalix does for a small firm
Your intake, written once, applied by every channel and delivered where your team works.
Five calls at once
Across your three numbers, like five receptionists on the phones, so a busy Monday never goes to voicemail.
One screening standard
The same attorney-written questions on phone and web chat, per practice area.
The right office and attorney
Booked into the right office’s calendar by practice area and real availability, across all your offices.
Chat handover
A web chat goes to a person on your team when someone is available; when nobody is, the agent keeps helping and can book, or takes the visitor’s email.
Leads in your CRM
Clio Grow, Clio Manage or any CRM by native integration, signed webhook or Zapier, with an AI case summary.
A shared view
20 team seats on one list of every matter, recording and transcript, with analytics and reporting.
Pricing
The plan that fits
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Why this plan for small firms
- 1,200 voice minutesAbout 150 intakes a month, then $0.75 a minute from a prepaid wallet you cap.
- 5 calls at onceLike five receptionists for less than one salary; 3 phone numbers, multiple offices and up to 3 agents.
- 3,000 web chatsConversations a month, with live handover to your team.
- Everything in Solo IntakePlus multiple offices with multi-office booking.
- 20 team seatsThe whole office on one matter list, with priority onboarding and support.
Prices in USD, exclude applicable taxes. Compare all plans.
Setup
Set up once for the whole firm
Step 1
Add your offices
Each office gets its hours, time zone and the areas it serves, so callers are routed by where they are.
Step 2
Write intake per practice area
Start from the seeded templates and edit. The same questions run on phone and chat.
Step 3
Connect each attorney
Google Calendar or Outlook per attorney. Basalix books only into real open slots and assigns by practice area.
Step 4
Point leads at your CRM
Native delivery, a signed webhook or Zapier. A client who calls back updates the same record instead of creating a second lead.
Try it on your own firm: 14-day free trial, no credit card.Start free trial
FAQ
Questions from small firms
Screening is set per practice area, and each practice area is assigned to the attorneys who take it. A caller with a family matter gets the family questions and is booked with a family attorney.
Firm Intake answers five calls at the same time, each with its own full intake, like five receptionists on five lines. A sixth caller hears your normal busy handling. If that happens often, the Multi-office plan adds dedicated concurrency.
Yes. Most small firms forward on no-answer and after hours, so the front desk keeps daytime calls and Basalix takes the rest. Web chat can hand over to a team member whenever someone is available.
Basalix delivers to Clio Grow and Clio Manage natively, to any CRM or backend through signed webhooks, and to the rest through Zapier or a Google Sheet. Each lead carries the screening answers and an AI case summary.
The same intake on every call, whoever is at the desk.
14-day free trial. No credit card, nothing auto-charges.