CETRAI

AI Voice Agents for Law Firms

Automate legal client intake with CETRAI AI voice agents: confidential prospect qualification, consultation scheduling, and case status answers, available 24/7.

Short answer

CETRAI equips law firms and legal services with an AI voice agent that handles new-client intake, conflict-check pre-screening, appointment scheduling, and status updates on active matters — with attorney-client privilege preserved and ethics-wall rules enforced. It integrates with Clio, MyCase, PracticePanther, and Salesforce Legal so intakes and time entries land where your firm already works.

Law firms use CETRAI to respond to new matters quickly, organize intake, and route qualified prospects to the right attorney.

  • Client intake
  • Consultation scheduling
  • Case status questions
  • Document collection

Frequently Asked Questions

Common questions from teams evaluating CETRAI for this industry.

  • Can an AI voice agent preserve attorney-client privilege? Yes, when deployed correctly. CETRAI operates as a screened non-lawyer intake assistant: it gathers facts under confidentiality, informs callers that no attorney-client relationship is formed until a written engagement is signed, and stores intakes in your firm's privileged system of record.
  • How does it run conflict checks during intake? The agent captures adverse-party names, opposing counsel, and matter type, then queries your practice-management system (Clio, MyCase, PracticePanther) for potential conflicts before scheduling a consultation. Any hit routes to your conflicts partner.
  • Is it appropriate for personal-injury or mass-tort intake volume? Yes — this is one of the highest-ROI legal use cases. It handles hundreds of concurrent inbound calls after ad campaigns, qualifies statute-of-limitations and jurisdiction, and books qualifying leads for signed retainer conversations.
  • How does it handle client requests for case status? After authenticating the client, it retrieves matter status from your practice-management system and shares only information the assigned attorney has flagged as client-shareable. Sensitive litigation strategy stays out of the callable data set.

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