The Sophura Intake Platform
An intake team that never sleeps, never guesses, and never gives legal advice.
Sophura is legal intake automation, end to end: an AI voice agent answers every call to your firm 24/7, qualifies the caller, books the consultation, and logs the matter to your case management system. One promise underneath it all — no caller ever reaches voicemail, and nothing slips past a deadline.
The reference architecture
One call, end to end.
- 01
Inbound call
Your existing number forwards or ports — callers notice nothing except that someone finally answers.
- 02
Agent answers — with disclosure
Firm name, AI disclosure, and recording disclosure in the first sentence. Every call, every deployment, no exceptions.
- 03
Qualification
New or existing matter · injury & treatment · date of loss · adverse party · insurance · prior counsel.
- 04
Consultation booked
Real-time availability from your calendar or case management system; confirmed on the call; SMS confirmation sent.
- 05
Logged to your systems
Full transcript, recording link, and structured intake fields written to Clio, Filevine, Litify, CasePeer, or SmartAdvocate.
- ↳
Human escalation — any time
Emergencies, distress, or anything advice-shaped routes to your on-call staff with full context. This path exists on every call.
Qualification intelligence
Every question has a legal reason.
The agent isn’t reading a script — it’s running your intake criteria. Each question maps to something an attorney needs before a matter can open.
“When did this happen?”
The date of loss drives the statute of limitations — the deadline that, if missed, becomes a malpractice claim instead of a case.
“Were you injured, and have you seen a doctor?”
Injury and treatment establish damages — the substance of the claim and the difference between a lead and a matter.
“Was anyone else involved?”
An adverse party establishes potential liability. No at-fault party, no claim — your attorneys’ time is protected from dead ends.
“Have you spoken with another attorney?”
Prior counsel means a likely conflict or a signed retainer elsewhere. Your intake team finds out in minute one, not week two.
Missed-call recovery
Hang-ups don’t stay hung up.
A caller who panics and hangs up after two rings would be invisible to a front desk. Sophura notices, waits sixty seconds, and calls back: “Hi, this is the intake line — it looks like we just missed your call. Is now a good time?” A five-figure case, recovered by a sixty-second reflex.
Deadline protection
The SOL is calendared at intake.
The moment a date of loss is captured, the limitations deadline is computed and written to your calendar and case management system — with a weekly digest so nothing rides on one person remembering. A missed statute isn’t a lost case; it’s a malpractice claim. We treat it that way.
AI governance
Most AI pilots fail. Ours are built not to.
MIT’s “GenAI Divide” study found that ~67% of specialist-built AI systems reach production — versus roughly one in three built in-house. The difference isn’t the model. It’s the discipline around it.
Validation at every handoff
Structured data is checked between systems — a booking that didn’t write to the calendar, or a record missing a date of loss, is flagged, not silently dropped.
A human path on every call
The 60–75% rule: automate the routine, keep humans on high-trust, high-stakes conversations. Escalation is architecture, not an afterthought.
Monitoring for drift
Call outcomes, booking rates, and escalation rates are tracked continuously. When behavior shifts, we tune before your intake numbers feel it.
Clear ownership
Every agent has a documented owner, scope, and adjustment procedure. No “agent sprawl,” no mystery workflows nobody can explain.
Source: MIT NANDA, “The GenAI Divide,” 2025.
Reporting
You’ll read our reports in dollars.
Not “the bot handled 500 calls.” Instead: callers qualified, consultations booked, estimated case value captured, staff hours saved — measured against your firm’s own baseline, every month.
See what we’d measure for youIntake performance — 30 days
- 312
- Calls answered
- 47
- Injured callers qualified
- 12
- Consultations booked
- $180,000
- Est. new case value
- ~35 hrs
- Staff hours saved
- 9
- Missed calls recovered
Illustrative report format — your numbers are measured against your firm's baseline.
Deep integrations with the systems your firm already runs on.
- Clio
- Filevine
- Litify
- CasePeer
- SmartAdvocate
- Lawmatics
- Google Calendar
- Twilio
Product names are trademarks of their respective owners; Sophura integrates with these systems and is not affiliated with them.
See the platform run on your firm’s real numbers.
The intake audit maps your call flow, quantifies the leak, and shows exactly where Sophura fits. Twenty minutes, no pitch deck.
- US company
- E&O + cyber insured
- NDA / BAA on request
- Zero-retention AI