What you will see in the video:
The AI Voice Agent confirms name, phone, and email, collects incident details like type and date, then closes with next steps. HubSpot logs the call, stores the intake Q and A on the timeline, auto matches to an existing contact using phone and email, and starts workflows for assignment and follow up.
If you want the full rollout for your firm, request it here: https://www.lloydsolves.com/ai-intake
Capture every call, even after hours
Replace manual note taking with structured intake data
Keep attribution clean since HubSpot matches to the right record
Trigger the same reliable follow up every single time
Give the agent a profile, a clear greeting, and domain knowledge that fits your practice. Include practice areas, service regions, fee language, and the exact intake goals you expect on every first touch. This keeps the conversation accurate and compliant.
Branch on incident type, recency, and treatment. Ask about injuries, medical attention, and availability for a callback. The point is not to interrogate, it is to capture the essentials a human would need to qualify and help.
The call is logged on the contact timeline with the AI Voice Agent activity. When the caller shares phone or email, HubSpot ties the activity to the right record and avoids duplicates. Your team sees the entire history in one place.
Workflows assign the matter to intake, create a task with an SLA, update pipeline stage, and notify the attorney on call. You can also send a templated intro email that confirms what the caller should expect next.
Speed to respond: a task is created with a due time that someone owns
Consistency: the same questions are asked in the same order, every time
Visibility: leadership can see calls, tasks, and outcomes inside HubSpot
Compliance: the agent uses your approved language and data capture rules
Define your intake essentials: the five questions you must always ask
Build the Aircall agent profile, context, knowledge, and branching flow
Connect Aircall to HubSpot and test a live call with your team
Ship the first workflow: assignment, SLA task, stage update, notification
Review two weeks of calls and refine prompts and tasks
Want help from a team that has done this many times
Request your rollout plan: https://www.lloydsolves.com/ai-intake
We apply this approach inside our LIMO framework. It is a system for standardizing lead capture, intake, and follow up across your marketing and operations stack.
Read the overview and see how LIMO ties Aircall and HubSpot together in a way your team can manage: [link to our LIMO pillar page]
If you want to explore how the technology works under the hood, these official Aircall resources go deeper:
Aircall AI Voice Agent: Never miss a call again — product overview and use cases
Aircall AI Voice Agent Launch Guide — setup steps and configuration
What is an AI Voice Agent? — in-depth article with examples and benefits
Can we turn the AI on only after hours
Yes. You can route after hours to the AI Voice Agent and keep business hours on a human queue, or mix both based on call types.
Will this create duplicates in HubSpot
If the caller shares phone or email, HubSpot will match to the existing contact. That keeps history intact and attribution clean.
How long does a pilot take
Short pilots move quickly. We configure, test live calls, then refine your prompts and workflows in tight feedback cycles.
If intake is the first moment of truth, automation should support it, not replace your judgment. Aircall’s AI Voice Agent collects what matters, HubSpot keeps it clean, and your team gets to the next best action faster.
Get your rollout plan: https://www.lloydsolves.com/ai-intake
Prefer email: hello@lloydsolves.com