AI intake specialist, on your rules

Qualify every inquiry. Book the right consultations.

Basalix AI is a 24/7 AI intake front desk for US law firms that answers the firm's phone line and website chat, screens each inquiry on the attorney's own criteria, books consultations into real calendar availability, and delivers the lead to the firm's CRM.

It screens and books, and never gives legal advice, quotes fees or judges a matter's merit.

14-day free trial. No credit card, nothing auto-charges.

A sample call flow, in under two minutes: answered, screened on the firm's rules, booked and delivered.

Works with the tools your firm already uses

  • Clio GrowCRM delivery
  • Google CalendarTwo-way calendar sync
  • OutlookTwo-way calendar sync
  • Google SheetsLead log

Plus any other CRM through signed webhooks and Zapier (Firm Intake Pro and above). More native integrations on request.

The problem

Intake staff go home at 5. Callers don't stop at 5.

Missed calls go to the next firm

Many calls to law firms go unanswered during business hours, and far more after hours. Most callers who reach voicemail hang up and call the next firm on the list.

Answering services only take messages

A human answering service costs a few hundred dollars a month for a block of minutes. It takes a name and number. It doesn't screen the matter or book the consultation.

Unscreened calls fill the calendar

When nobody screens, attorneys spend consultation time on out-of-state matters, people who already have a lawyer, and practice areas the firm doesn't take.

People hurt in a crash, families facing a medical error and people served with papers call when it happens. Basalix picks up, asks your questions and books the right consultation.

How it works · for your callers

How Basalix AI handles every inquiry

It answers, screens, books and delivers, with the same intake on the phone line and the web chat, published together from one configuration.

Live intake

From first ring to a qualified lead in your CRM

  1. Answers

    Picks up 24/7 and says it's an automated assistant.

  2. Screens

    Asks your questions; routes the way you set.

  3. Books

    Offers a real open slot from the attorney's calendar.

  4. Delivers

    Sends the lead and a case summary to your CRM.

  1. Incoming inquiry

    Phone call(512) 555-0148
    Web chatsame intake
    BasalixWhat happened, and did it happen in Texas?
    CallerRear-ended on I-35 Thursday. Yes, Texas. Urgent care Friday, and no other attorney.
    Practice area Personal injuryState TXIncident rear-end, Sep 17Injured yes, urgent careAlready represented noMobile + email, consent captured
  2. Your screening rules

    Personal injury template · written by the firm

    • Practice area the firm handlesPersonal injury
    • In a state the firm is admitted inTX
    • Not already representedNo
    • Within statute of limitationsincident Sep 2026, SOL 24 mo
    • Severity overridemoderate, no forced callback
    RouteQualified · meets your criteria
    Book consultationAttorney callbackDecline politelyCapture as referral

    The attorney sets the rules. The AI never decides whether a matter has merit.

  3. Mon 10:30 a.m. CTDaniel Rivera · Austin – Downtown
    Confirmation email + calendar invite sent
  4. New lead · Your CRM

    Name
    Jordan Ellis
    Phone
    (512) 555-0148
    Matter
    Personal injury, rear-end, TX
    Source
    Phone
    Qualified · Consultation booked
    AI case summary

    Rear-ended on I-35 on Sep 17, other driver cited. Neck pain, seen at urgent care Sep 18. Not represented. Consultation Mon 10:30 with Daniel Rivera.

    Clio Grow
    native · Lead Inbox
    Webhook → any CRM
    "event": "lead.captured"
    "status": "qualified"
    "booking": "Sep 21 10:30"
    Google Sheets
    Jordan Ellis | (512) 555-0148 | Qualified

Setup · for your firm

Live in one sitting

No IT, no scripts to write. Basalix drafts your agent from your website, you set the rules, and phone and chat go live together.

riveraandchenlaw.com
Drafted from your websiteReview
Practice areasPersonal injuryMedical malpractice
OfficeAustin – Downtown · Mon–Fri 8:00–6:00 CT
AttorneyDaniel Rivera
Greeting"Thank you for calling Rivera & Chen Law. I'm an automated assistant and can't give legal advice…"

Everything here is editable before you publish.

Personal injury · screening
When it happened
Injuries and severity
Fault
Insurance
Already represented
Out-of-state matters
When qualified
Calendars
Daniel RiveraConnected
Add an attorney
Phone line
+1 (512) 555-0199 · Local Austin numberActive

Or forward your line: Verizon *72 512 555 0199

A phone number is added when you choose a plan. During the trial, test calls run in your browser.

Test call · 1:12 · Consultation booked

Phone and web chat update together.

Start with a 14-day free trial. No credit card, nothing auto-charges.

Start free trial

Hear it answer

A sample call, start to finish.

Every call opens with the firm's greeting: an automated assistant, no legal advice, the call may be recorded. Then it asks the questions the attorney wrote.

  • Recording, transcript, AI summary and notes on every call
  • English and Spanish on the same number (Firm Intake Pro and above)
  • Consent for follow-up captured with the phone number

Sample call: car accident, 9:40 p.m.

Personal injury · English · 1:42

0:00 / 1:42

Transcript

Basalix

Thanks for calling Rivera & Chen Law. I'm an automated assistant and can't give legal advice. This call may be recorded. How can I help you tonight?

Caller

I was rear-ended on I-35 about an hour ago. My neck hurts and the other driver left.

Basalix

I'm sorry that happened. I can take a few details so an attorney can review your matter. First, did this happen in Texas?

Caller

Yes, in Austin.

Basalix

Thank you. Are you currently working with another attorney on this?

Caller

No.

Basalix

Understood. Attorney Daniel Rivera can meet you at our Austin – Downtown office tomorrow at 10:30 a.m. or 2:00 p.m. Central. Would either work?

Automated assistant. Names and details in this sample are fictional.

Who it's for

Who Basalix AI is for

Basalix AI is built for US law firms, from solo attorneys to multi-office firms, and is set up by the attorney or office manager without IT.

Personal injury

Accident calls come in at night and on weekends. Basalix screens injuries, fault, insurance and state, and flags statute-of-limitations urgency.

See personal injury intake

Medical malpractice

Screens provider, treatment and harm, and routes serious or fatal matters straight to an attorney callback.

See medical malpractice intake

Immigration

Callers complete intake in English or Spanish on the same number, with jurisdiction and representation checks.

See immigration intake

Family law

Calm, patient intake for divorce and custody inquiries, on screening questions the attorney writes.

See family law intake

Solo attorneys start on Solo Front Desk. Firms of 2–10 attorneys with up to three offices use Firm Intake Pro. Larger and multi-office firms get a custom plan. Spanish is included on Firm Intake Pro and above.

Features

What Basalix AI does for your firm

Voice agent

Picks up every call, day or night

Keep your number and forward it, or publish a new local number provisioned in-app. The agent answers around the clock and handles several callers at once.

  • Forwarding instructions for Verizon, AT&T, T-Mobile, RingCentral and more
  • English and Spanish on the same number (Firm Intake Pro and above)
  • Opt-in PII redaction on recordings
app.basalix.ai/appointments
RC Intake Specialist
InstructionsScreeningBookingAnalytics
Publish
Appointments
Bookings your agent has made across chat and phone. Cancel here if needed.
Booking setup
RefreshDownload CSV
WhenCustomerMobileServiceStaffChannelStatus
15-Sep-2026 10:00Michael Thompsonmichael.thompson@example.com+1 (512) 555-0142ConsultationDaniel RiveraVoiceConfirmed
16-Sep-2026 10:00Sarah Bennettsarah.bennett@example.com+1 (512) 555-0178ConsultationDaniel RiveraChatConfirmed
16-Sep-2026 14:00Robert Williamsrobert.williams@example.com+1 (210) 555-0134ConsultationGrace ChenVoiceConfirmed
17-Sep-2026 11:00Emily Rodriguezemily.rodriguez@example.com+1 (512) 555-0119ConsultationDaniel RiveraChatConfirmed
AppointmentsExport
Bookings your agent has made across chat and phone.
Michael ThompsonConfirmed
15-Sep-2026 10:00Daniel RiveraVoice
Sarah BennettConfirmed
16-Sep-2026 10:00Daniel RiveraChat
Robert WilliamsConfirmed
16-Sep-2026 14:00Grace ChenVoice
Emily RodriguezConfirmed
17-Sep-2026 11:00Daniel RiveraChat

Screening

Screens on your criteria, not the AI's

You write the practice-area questions and lock the guardrails. Routing is deterministic: book, attorney callback, decline politely, or capture as a referral. The AI never decides case merit.

  • Jurisdictions you are admitted in; out-of-state policy you choose
  • Statute-of-limitations urgency and severity overrides
  • Forbidden topics, such as never quoting fees
app.basalix.ai/configure/booking/intake
RC Intake Specialist
InstructionsScreeningBookingAnalytics
Publish
Practice areas
Car accident6
Dog bite / animal3
Slip and fall5
Medical malpractice4
Workplace injury4
+ Add practice area
Dog bite / animal
Questions the agent asks, in this order, once it knows the matter falls under this practice area.
Screening on
When did the bite happen?Date
Optional (caller can skip)
Is the dog’s owner known?Choice (pills)
YesNoNot sure
Optional (caller can skip)
Did you receive medical treatment?Text box
Optional (caller can skip)
+ Add question
CancelSave template
Dog bite / animal
Questions the agent asks once it knows the matter is a dog bite.
Is the dog’s owner known?
Choice (pills)
YesNoNot sure
Optional (caller can skip)
Did you receive medical treatment?
Text boxOptional (caller can skip)
+ Add questionSave template

Booking

Booked into a real open slot

Two-way Google Calendar or Outlook sync per attorney, per-office hours and time zones, buffers and booking windows. The least-loaded available attorney is assigned, and a double-booking guard stands behind it.

  • Confirmation email with a calendar invite
  • Secure link to reschedule or cancel
  • Time off and closures for an attorney, an office or the firm
calendar.google.com

Delivery

The lead lands where you already work

One lead per conversation, with the structured intake, the booking and an AI case summary, delivered to the CRM your firm already uses: natively, by signed webhook to any CRM, or as a Google Sheet that logs itself.

New leadJordan EllisPersonal injury · TXQualified · booked
Clio GrowNative, with case summary
{ }WebhookSigned POST to any CRM
Google SheetsOne row per lead

Via webhook: Lawmatics, MyCase, HubSpot, Zapier and more. More native integrations on request.

Also on your website

The same intake, on your website

Basalix adds a chat widget to your site with one line of code. It runs the same screening and booking as the phone agent and is published together with it, so the two never disagree.

Answers from your own content

Replies from your documents, web pages and FAQs, with strict grounding and optional source citations.

Guided intake

Tappable choices walk the visitor through your screening questions, the same ones the phone agent asks.

Books on the spot

A date and time picker offers real open slots and sends the confirmation email.

Hand off to a person

Visitors can ask for a human and reach your live inbox, or leave an email when nobody is available (Firm Intake Pro and above).

Self-serve bookings

Visitors can find, reschedule or cancel their own consultation.

Fits your site

Light or dark theme, bubble or sidebar launcher, and it only loads on domains you allow.

500 chat conversations a month on Solo Front Desk, 1,500 on Firm Intake Pro.

yourfirm.com
RC Intake Specialist
Online
Welcome to Rivera & Chen Law. I'm an automated assistant and can't give legal advice, but I can take a few details for an attorney.
Just now
I was in a car accident last week.
11:10 AM
I'm sorry to hear that. What type of legal matter can we help you with?
Car accidentDog biteProduct liabilitySomething else / Not sure
11:10 AM
Which state did the incident happen in?
Texas
Continue
11:11 AM
Are you already working with another attorney on this matter?
NoYes
11:11 AM
+Ask a follow-up…
AI assistant — can be inaccurate and does not provide legal advice or create an attorney-client relationship. Please verify important details.
Powered by Basalix AI

Ethics

Will callers know they're talking to AI?

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?"

Default greeting. Editable by the firm; the disclosure stays.

See how Basalix protects client confidentiality

At a glance

Basalix AI at a glance

Category
AI legal client intake, by phone and web chat
Built for
US law firms, from solo attorneys to multi-office firms
Channels
Inbound phone calls (a new US local number, or forward your existing one) and a website chat widget
Availability
24/7, including nights and weekends
Languages
English; English and Spanish on Firm Intake Pro and above
Screening
Practice-area questions the attorney writes, plus state, representation and statute-of-limitations checks
Routing
Book a consultation, attorney callback, decline politely, or capture as a referral
Booking
Two-way Google Calendar or Outlook (Microsoft 365) sync per attorney, with office hours, time zones and time off
Lead delivery
Clio Grow (native), any CRM by signed webhook (Firm Intake Pro and above), or Google Sheets
Follow-up
Confirmation email with calendar invite, reschedule or cancel link, and email reminders
Guardrails
States it is an automated assistant; gives no legal advice, fee quotes or opinion on case merit
Records
Call recording, transcript and AI summary; full chat logs; retention periods with legal hold
Data privacy
Client data is never used to train AI models; integration credentials are encrypted.
Plans
Solo Front Desk $149/mo · Firm Intake Pro $349/mo · custom plans for multi-office firms
Included voice
200 or 500 minutes a month (about 25 or 60 intakes); usage beyond that draws from a prepaid balance you cap
Free trial
14 days, no credit card, nothing auto-charges

Pricing

Simple plans, priced under a human answering service.

Plans scale on voice minutes and concurrent calls. Phone numbers, booking and CRM delivery are included, not add-ons.

500–1,500 web chat conversations included on every plan — you pay for voice minutes beyond your allowance.

Solo Front Desk

A 24/7 AI front desk for a solo attorney, one location

$149/mo

Billed monthly

Start free trial
  • 200 voice min/mo (about 25 intakes) · 1 concurrent
  • 500 web chat conversations/mo
  • 1 phone number · CRM delivery, Google Calendar or Outlook, Sheets

Multi-office / Custom

For 10+ attorneys, multi-office and mass-tort operations

Contact sales

Volume pricing, dedicated concurrency

Contact sales
  • Volume voice pricing, dedicated concurrency
  • Additional phone lines, numbers and agents
  • Unlimited offices, SLA, white-label onboarding

Custom plans for mass-tort and multi-firm volume: contact sales. Prices exclude applicable taxes. Voice beyond your included minutes draws from a prepaid balance you cap yourself. Compare all plans.

Never miss another client call.

Set it up in one sitting. Test it on a browser call before anything goes live.

14-day free trial. No credit card, nothing auto-charges.