Calls during client work
A prospective client cannot reach the practice while the person who handles intake is in a hearing or consultation.
Backed byAI Receptionist & Client Intake for Paralegals Client intake,
AI Receptionist & Client Intake for Paralegals Client intake,
clearly organized.
Keep prospective-client calls, intake documents, and follow-ups organized. Zweelie helps paralegal teams prepare callbacks while you focus on client matters.
Customer work for paralegal practices
Zweelie helps paralegal practices collect new inquiries and keep the next client conversation prepared. While you are in a hearing or reviewing a file, a caller may have a notice, a date, and questions about representation. Give your team the caller's account and requested documents in one place, ready for professional review before accepting the matter.
Built around the work of: paralegal practice owners, licensed paralegals, paralegal intake coordinators.
When a request gets lost, the work can follow.
The customer communication problems that paralegal practices need to solve.
What's at stake
Dates buried in messages
A caller mentions a date on a notice, but the reviewer has neither the document nor a clear callback reminder.
Intake mistaken for acceptance
Collecting someone's story without an explicit review step can leave them unsure whether the practice has agreed to act.
From the first inquiry to an owned next step
Example workflow for paralegal practices; your staff confirm scope, timing, and any professional decisions.
Capture a limited initial inquiry
Collect contact details, the general matter type, jurisdiction, and any date the caller reports. Configure the receptionist to take a message rather than give legal advice.
Prepare the practice's review
Keep only documents your practice requests with the contact. Assign an intake opportunity and a reminder for staff to verify dates and complete their existing screening process.
Record the human-confirmed next step
Your team confirms whether it can help, explains engagement requirements, and records the agreed callback or consultation. Keep formal matter work in your practice system.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
I'd like to ask about a small claims consultation. How do I reach intake?
Thanks, Daisy. Avery will follow up with you.
Small claims intake callAssigned to Avery Bennett
Thanks, that works for me.
Avery has your request.
DM
Daisy Morgan
1 call
Daisy requested a small claims intake call. Staff will follow the practice's screening and engagement process.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Small claims intake call
Daisy Morgan
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
DM
Daisy Morgan3 files
Drop files hereFiles for small claims intake call
initial-inquiry.pdfDaisy Morgan · Small claims intake call
Documentrequested-notice.pdfDaisy Morgan · Small claims intake call
Documentcallback-notes.pdfDaisy Morgan · Small claims intake call
DocumentForms
Build an intake form around caller contact details, general matter type, relevant jurisdiction. Accept relevant files and connect submissions to customer opportunities.
Elmstone ParalegalParalegal consultation request
Tell our team what you have in mind.
Form submitted
Small claims intake call
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Elmstone Paralegal$175Small claims intake call
- Customer
- Daisy Morgan
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, rather than in separate personal notes.
AB
Small claims intake call
Daisy requested a small claims intake call. Staff will follow the practice's screening and engagement process.
Daisy MorganSmall claims intake callIn progressRH
Tenancy matter consultation
DraftArun asked about a tenancy consultation. Confirm contact preferences; the paralegal handles the legal assessment.
Arun MehtaTenancy matter consultationOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep your specialist tools. Connect the customer conversation.
Keep conflict checking, identity verification, trust accounting, court filing, and authoritative deadline management in your established practice systems. Permissions and permitted paralegal services vary by jurisdiction; your practice remains responsible for confidentiality, professional obligations, and decisions about representation.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from paralegal practices
Can Zweelie take paralegal inquiries without accepting a client matter?
Yes. Configure the receptionist and intake form to collect limited information and explain that the practice will review the request. Your staff decide whether to offer a consultation or representation. Zweelie does not perform conflict checks, establish an engagement, verify legal deadlines, or provide legal advice.
What should paralegal practices keep in their existing systems?
Keep conflict checking, identity verification, trust accounting, court filing, and authoritative deadline management in your established practice systems. Permissions and permitted paralegal services vary by jurisdiction; your practice remains responsible for confidentiality, professional obligations, and decisions about representation.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions. This page is written for paralegal practice owners, licensed paralegals, paralegal intake coordinators.