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Legal Case Study

How an Immigration Firm Tripled Intake Without Adding Staff

A boutique immigration practice serving four language communities automated client intake with voice AI, letting attorneys focus on billable work while capturing every potential client—regardless of when they call or what language they speak.

3x Intake Capacity
140% Mandarin Inquiry Growth
+12 hrs Billable Time per Attorney/Week
100% Calls Answered 24/7

About A Boutique Immigration Law Firm

This boutique immigration firm specializes in family-based petitions, employment visas, and asylum cases. With 8 attorneys and 12 support staff, they've built a reputation serving Spanish, Portuguese, and Mandarin-speaking communities alongside English speakers. Referrals drive their growth, but that growth was breaking their intake process.

The Challenge

Success became the problem. More prospects were calling than the team could handle, and attorneys were burning billable hours on consultations that went nowhere.

  • Attorneys averaged 2.5 hours daily on initial consultations—many with prospects who couldn't afford services or had cases outside the firm's expertise
  • 30% of calls went unanswered during peak immigration court deadline periods, with potential clients calling competitors instead
  • Prospects had to explain their situation three separate times: to the receptionist, to a paralegal, and again to the attorney
  • International callers from different time zones reached voicemail, and return calls often missed them again
  • No standardized way to collect case details upfront—attorneys spent consultation time gathering basic information
  • Language coverage depended on who was in the office: Mandarin speakers could only call Tuesday-Thursday when Li was available

The Solution

The firm deployed an Arbol voice agent configured for legal intake, operating 24/7 across all four languages with custom qualification logic for each case type.

The voice agent answers in English, Spanish, Portuguese, or Mandarin, detecting language preference automatically from the caller's first response

Custom intake flows collect case-specific information: current immigration status, visa type sought, family relationships, employer details, previous denials, and deadline urgency

Each response is extracted as a contact property, building a complete client profile the attorney can review before any consultation

Based on case type, urgency, and complexity, the agent schedules consultations with the appropriate specialist attorney via calendar integration

Detention cases, imminent deadlines, or signs of emotional distress trigger immediate warm transfer to a human with full conversation context

The knowledge base includes firm policies, service descriptions, and fee structures—so prospects understand what to expect before committing to a consultation

Features used: Multi-language Voice Agent (4 languages) Custom Property Extraction for Legal Intake Attorney Calendar Integration Knowledge Base with Firm Policies Warm Transfer with Full Context Contact Management & Case Profiles Conversation Transcription & History Analytics Dashboard for Intake Metrics

Implementation

2 days
1

Case Type Mapping

Documented all practice areas, required intake information per case type, and attorney specializations

2

Intake Flow Design

Built conversation flows for family petitions, employment visas, asylum, and general inquiries—each with specific qualification questions

3

Multi-language Configuration

Configured voice settings and legal terminology for all four languages, ensuring accurate pronunciation of immigration terms

4

Calendar & Routing Setup

Connected attorney calendars with consultation types, durations, and automatic matching based on case complexity

5

Escalation Protocol

Defined human transfer triggers: detention mentions, court deadlines within 30 days, emotional distress indicators

6

Knowledge Base Upload

Added firm documents covering fee structures, required documentation, and process timelines for each case type

The Results

The intake bottleneck became a competitive advantage within 60 days.

Intake capacity tripled without a single new hire. Attorney consultations became dramatically more productive—they now review complete case profiles before every meeting, eliminating the information-gathering phase entirely. The Mandarin-speaking community noticed: inquiries in that language increased 140% once 24/7 coverage became available. The managing partner tracked that recovered attorney time translated to 12 additional billable hours per attorney per week. Perhaps most telling: client satisfaction scores improved because prospects felt heard from their very first interaction, even at 2am.

Before

  • Attorneys spent 2.5 hours daily on unqualified consultations
  • 30% of calls unanswered during peak periods
  • Prospects repeated their story 3 times before attorney meeting
  • Mandarin service limited to 3 days/week
  • No visibility into intake metrics or conversion rates

After

  • Attorneys only meet prospects with complete case profiles
  • 100% of calls answered instantly in preferred language
  • Single intake creates complete case brief for attorney review
  • 24/7 coverage in all 4 languages without staffing constraints
  • Dashboard shows calls, conversions, and case type distribution

Key Takeaways

Legal intake benefits from structured information gathering that AI handles consistently across languages

24/7 language coverage unlocks underserved client communities

Pre-consultation case profiles eliminate wasted attorney time on information gathering

Proper escalation triggers ensure sensitive situations always reach humans

Recovered attorney hours translate directly to increased revenue capacity

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