OpSpot builds an AI employee that answers new-client calls 24/7, qualifies the matter, books the consultation on the right attorney's calendar, and chases the engagement letters that never got signed — without ever giving legal advice.
A signed client almost never starts with the perfect first call. It starts with someone in a bad moment — a car accident, an arrest, a divorce filing, a contract gone sideways — picking up the phone and dialing the first firm that comes up. Studies of legal intake keep landing on the same brutal number: most law firms miss a large share of their inbound calls, and the caller who hits voicemail simply dials the next name on the list. The case you'd have won is now the firm down the street's case. That's not a marketing problem. It's an intake problem, and it's exactly what an AI employee is built to fix.
An AI employee from OpSpot isn't a chatbot bolted onto your website or a voicemail service that just takes a message. It's a worker wired into your phone, email, and scheduling tools that runs the intake desk: it picks up the call you can't get to, asks the questions a sharp paralegal would, screens the matter against what you actually take, books the consultation, and follows up on retainers that went quiet. It runs on its own dedicated machine, fully managed by OpSpot, and leaves a receipt for everything it does — so nothing is a black box. Below is every place intake leaks at a firm, mapped to the workflow that plugs it.
One receptionist can answer one call at a time. When two prospects call at once, when your team is at lunch, when it's 7pm and the office is dark — those callers go to voicemail, and high-intent legal callers rarely leave one. The AI employee answers every inbound call and web inquiry in seconds, around the clock. It greets the caller, gets their name and contact details, captures what kind of matter they have and when it happened, and either books them or routes the matter to your team with a clean summary. The lead is captured instead of lost to the next firm's faster phone.
Not every caller is a client you want. A PI firm doesn't want a landlord-tenant dispute; a criminal-defense attorney doesn't want a slip-and-fall from another state. OpSpot tunes the AI employee to your intake script and practice areas so it asks the right screening questions — matter type, key dates and deadlines, jurisdiction, opposing parties for a basic conflicts pass — and flags low-fit or out-of-scope matters before they ever hit an attorney's calendar.
Here's the line it never crosses: it does not give legal advice, quote outcomes, or commit to fees you haven't approved. If a caller asks "do I have a case?" it explains that a lawyer will address that on the consultation and books the call. Facts and scheduling are its job; the law is the attorney's. That boundary is configured in from day one, not left to chance.
A qualified lead that has to wait for a callback to schedule is a lead cooling by the minute. The AI employee connects to your calendar and books qualified consultations into the correct attorney's availability by practice area — the family-law inquiry goes to the family-law calendar, not into a generic queue. It confirms by text and email, sends reminders to cut no-shows, and offers a reschedule link instead of letting a busy client just vanish. Every booked consult arrives with an intake summary attached, so the attorney walks in already knowing the matter instead of starting cold.
This is the quiet leak that costs firms the most. You meet a great prospect, send the engagement letter or fee agreement, and then it sits. They got busy, talked to a relative, or just forgot — and a week later the retainer is unsigned and the matter is drifting. Attorneys are too deep in billable work to chase paperwork, so it doesn't get chased.
The AI employee tracks every engagement letter that went out and didn't come back signed, then follows up on a cadence you control: a warm check-in a day later, another a few days on, a final nudge before it closes the loop. It answers simple status questions, points clients to where they sign, logs every reply, and hands warm responses to your team. The clients you already earned in the room stop slipping out the door over a signature.
This isn't an off-the-shelf bot you configure yourself between depositions. OpSpot scopes your firm on a short call — how calls come in, which practice areas you take, what intake and case-management tools you run, where leads actually leak — then builds and manages an AI employee tuned to your firm. It speaks the way a good intake coordinator speaks: calm with a caller in crisis, precise about dates and details, clear about what happens next. It connects to your phone, SMS, email, calendar, and intake or case-management software like Clio, plus connectors like Zapier for the rest, and OpSpot monitors and maintains it so it's one less system you babysit.
OpSpot is based in Wilmington, North Carolina, and works with firms across the Cape Fear region — Wilmington, Leland, Hampstead, and the surrounding New Hanover and Brunswick County bar — as well as firms nationwide. A solo practitioner in Wilmington who can't answer the phone during a hearing and a multi-attorney firm in another state both lose clients the same way: a missed first call. The AI employee plugs that gap whether your office is around the corner or across the country.
Pricing is a flat monthly managed fee plus a one-time setup, scoped on a short call — not per-call or per-minute, so a busy intake month doesn't blow up your bill. Most firms start with one workflow, almost always 24/7 intake capture, because it pays for itself fastest, then add lead qualification, consultation booking, and engagement-letter follow-up as they watch it work. No long-term lock-in. Book a free audit call and we'll map exactly where your firm is losing clients and which workflow plugs the leak first. If it's a fit, your AI employee is usually live within one business day. If it's not right for your firm, we'll tell you straight.
OpSpot builds an AI employee that handles a firm's intake work: it answers new-client calls and web inquiries 24/7, captures the matter details, qualifies the lead against your practice areas, books consultations on the right attorney's calendar, and follows up on engagement letters that haven't been signed. It works through your existing phone, email, and scheduling tools and leaves a receipt for everything it does.
No. OpSpot configures the AI employee to never give legal advice, never quote outcomes, and never state fees beyond what you approve. It collects facts, qualifies the matter, and books the consultation so an attorney handles the law. If a caller asks something that requires judgment, it says a lawyer will address it on the call and routes the matter to your team with full notes.
Yes. OpSpot's AI employee answers intake 24/7, including nights, weekends, and the moments your front desk is on another line. For most firms, after-hours is when accident, criminal, and family-law callers reach out — and they hire whoever picks up first. The AI captures the matter, screens for conflicts and urgency, and books or routes the lead instead of letting it hit voicemail.
OpSpot tunes the AI employee to your intake script and practice areas. It asks the questions a good paralegal would: what kind of matter it is, when it happened, key dates and deadlines, location, and whether it fits what you take. It flags out-of-scope or low-fit matters before they reach a calendar, so attorneys spend consultation time on cases worth signing, not on screening calls.
Yes. OpSpot connects the AI employee to your calendar and scheduling tools and books qualified consultations into the correct attorney's availability by practice area. It confirms by text or email, sends reminders to cut no-shows, and offers a reschedule link if a client needs to move. Every booking lands with a clean intake summary so the attorney walks in already knowing the matter.
Yes, and it's where firms recover the most missed revenue. OpSpot's AI employee tracks engagement letters that were sent but not signed and follows up on a schedule you set — a polite check-in a day later, another a few days on, a final nudge — by text or email. It answers simple status questions, logs every reply, and hands warm responses to your team so signed retainers stop slipping away.
OpSpot connects the AI employee to the tools firms already run on — your phone and SMS, email, calendar, and intake or case-management platforms like Clio, plus connectors like Zapier for the rest. On a short scope call we confirm your exact stack and wire it in. If a common legal platform has a connection we use it, and we tell you up front if something can't be integrated.
OpSpot usually has a firm's AI employee live within one business day; multi-attorney or multi-practice builds take a little longer. We start with a short scope call to find where intake leaks, deploy the AI employee on its own dedicated machine, connect your number, calendar, and intake tools, and switch on the first workflow — usually 24/7 intake capture, because it pays for itself fastest.
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