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ENESComing soon
Now onboarding pilot firmsLegal intake service

Legal intake service that turns calls into records.

Write your intake questions once. Velzia asks them on every call, day or night, in English or Spanish, and emails you the answers as a clean, structured record.

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  • 24/7
  • English & Spanish
  • Setup done with you
  • Keep your number

Call summary · Sample

New PI lead, booked

2:10 a.m. · 3 min 12 s
Caller
Marisol Vega · (512) 555-0147
Language
Spanish switched from English
Practice area
Personal injury · auto
Urgency
High · ER visit tonight
Key facts
Rear-ended about 1 hour ago. Neck pain. Has the other driver's insurance card.
Conflict check
Kevin DoyleMarisol Vega
Consultation
Wed, 9:30 a.m. · caller’s preferred time
Emailed to your team Transcript attached
The problem

Half an intake is almost as bad as none.

Rushed calls miss the injury, the other party or the deadline. Then someone calls back, if the lead still answers.

  • New lead · (305) 555-0110No callback number taken
  • New lead · (305) 555-0126Other party not recorded
  • New lead · (305) 555-0139Deadline not asked
  • New lead · (305) 555-0152After hours, no message
  • New lead · (305) 555-0173Hung up at voicemail

Example night, fictional calls.

How it works

Your script. Every call.

Velzia follows your questions in your order, and skips what doesn't apply.

  1. Forward your line

    Turn on call forwarding from the number you already have: all calls, after hours, or only when nobody picks up.

    Forward to(512) 555-0199
    WhenNo answer after 4 rings
    Forwarding on

  2. Velzia answers and runs intake

    It says it is a virtual assistant, asks your questions in English or Spanish, and flags anything urgent.

    LanguageEN → ES
    Questions6 of 6 answered
    UrgencyHigh

  3. You get the summary, the booking and the transcript

    After every call: a written summary and the full transcript in your inbox. Calendar and CRM connections are on our roadmap.

    SummarySent 2:10 a.m.
    ConsultationWed 9:30 a.m.
    Emailed to your team
Script in, record out

Edit the script. Watch the record.

Each question maps to a field. Uncheck one and it leaves the record.

Intake script · Personal injury

Live
  1. Contact
  2. Text
  3. Yes / no + text
  4. Conflict check
  5. Yes / no
  6. Calendar

Uncheck a question to see the record change. You edit the real script in plain English.

Intake record · Sample

Emailed to your team
Name, phoneLucía Ramos · (956) 555-0121
Matter summarySlip and fall at a grocery store, Sept 20
InjuriesWrist, urgent care visit
Conflict namesFresh Mart Inc. · Dana Holt
Insurer contactNo
ConsultationThu, 11:00 a.m.
LanguageSpanish · summary in English

Fictional caller.

Old way vs. Velzia

Sticky notes vs. structured intake.

The old way

Intake by whoever picks up

  • Questions change with the person answering
  • Conflict names written on paper
  • Retyped into the CRM the next day
  • Nothing captured after hours

With Velzia

Velzia

  • The same questions, in the same order, every call
  • Conflict-check names captured as the caller speaks
  • A structured record in your inbox
  • Intake 24/7, in English or Spanish
Pricing

Plans from $149 a month, with minutes included.

About $0.50 a minute on the Firm plan when you use all 600 minutes. Extra minutes $0.45. Plans open after the pilot.

Solo$149200 minutes
Firm$299600 minutes
Pro$5491,500 minutes
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See all plans

FAQ

Questions, answered.

Still unsure? Email hello@velzia.ai and a person will answer.

Can I use my current intake form?

Yes. Paste your questions and Velzia asks them in that order, in plain conversation.

Does it connect to my CRM?

Today the intake record arrives by email, ready to forward or paste. Clio, MyCase, Lawmatics and Zapier connections are on our roadmap, and pilot firms help us choose the order.

Can it run a conflict check?

It captures every name the caller mentions and sends them to your team for the conflict check. Your team decides.

Can different practice areas have different scripts?

Yes. On the Pro plan each practice area gets its own questions and urgency rules.

Does it give legal advice?

No. It collects facts and books the consultation.

Pilot program

Answer every call, day or night.

We are onboarding a small group of pilot law firms and set everything up with you.

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