*Intended for law firms only. We do not provide legal advice.
 We're Hiring!
Back to Blog | Jun 5, 2025 | 4 min

Legal Intake AI Demo: What Makes a Great AI Voice Assistant Experience?

If you’re exploring AI voice assistants for your law firm, don’t be impressed by a generic demo. With legal intake making or breaking case acquisition, the right technology can set you apart. A great legal intake demo should feel like it was built for a real practice because that’s what wins over both clients and attorneys. 

 

At Alert Communications, custom AI voice assistants are built to mirror a law firm’s workflow, intake logic, and real-world client needs, especially in high-volume personal injury practices. A detailed look under the hood reveals what goes into an effective legal intake demo and how the technology supports firm growth. 

 

Why a Strong AI Demo Matters for Law Firms 

 

Let’s be honest: Every missed call at a personal injury firm is a missed case. And every missed case is wasted marketing spend. 


These missed calls often stem from intake inefficiencies, which we broke down in detail in this post about the legal intake bottleneck.

 

Research shows that firms responding to leads within five minutes are 10 times more likely to convert them—a key insight from Clio’s Legal Trends Report.


That’s why we design our AI demo experience to show how a legal AI intake assistant can: 

  • Answer calls immediately, 24/7 
  • Follow a firm’s intake script 
  • Qualify leads based on defined criteria 
  • Escalate high-value cases to a live specialist 
  • Collect all necessary information accurately and efficiently 

 

This isn’t just automation. It’s intelligent legal intake support. 

 

What to Look for in a Legal AI Demo 

 

A good demo should do more than show off the tech. It should demonstrate how AI fits into the process. 

 

A powerful demo should: 

  • Demonstrate the collection of personal injury intake information 
  • Simulate real-world calls, both urgent and routine 
  • Demonstrate seamless escalation to human intake specialists 
  • Feel like part of a team, not a robot in a vacuum 

 

A demo that reflects a firm’s own intake logic in the AI assistant’s questions and tone signals a solution built for real-world application. 

 

Sample AI Intake Questions You’ll Hear in a Demo 

After gathering basic contact information, here are example questions an AI legal intake assistant could ask: 

  • Are you calling on behalf of someone who was injured, or were you injured yourself? 
  • What type of incident led to the injury?  
  • Did the accident involve a commercial vehicle? 
  • How did you hear about our firm? 
  • Have you worked with an attorney before? 
  • Have you already spoken with an attorney about this matter? 
  • When did the incident occur? 
  • Where did it happen? 
  • Can you briefly describe what happened in your own words? 
  • Were there any witnesses? 
  • If so, do you have their contact information? 
  • Did the police respond to the incident? 
  • Was a police report filed? 
  • Do you have a copy of the report? 
  • Did anyone admit fault? 
  • Were any photos or videos taken?  

 

These questions mirror what an experienced intake specialist would ask. And, when the situation calls for it, the AI assistant can hand things off to a live person right away. 

 

Why It Works 

 

This approach helps firms qualify leads more efficiently and ensures that potential high value personal injury cases are escalated to a team right away. It also guarantees that every call is answered at any hour, so a firm never misses an opportunity—a best practice recommended by ABA Law Practice Today.

 

Want to Hear It in Action? 

 

The best way to understand how a legal AI voice assistant works is to experience it. Call Spartan & Tasker at 707-392-3497 to participate in a live demo experience and imagine how AI can enhance your law firm’s intake process. 

 

Want to talk about how we can build a solution tailored to your firm? We are ready when you are. Schedule a consultation or request a personalized walkthrough today.

Get a quote

Let our 24/7 Answering Service Help Grow Your Firm

How We Guide You Every Step of the Way

  • We handle your incoming calls and leads
  • We follow up, quickly
  • We process all information and hand it to you
  • We manage scheduling efficiently
  • Report, Analyze, Improve