Intake that doesn't drop threads.
For a law firm or professional services practice, a single new client can be worth thousands of dollars in fees — and a missed intake call is that client hiring the firm that picked up. Prospects in a legal bind do not leave voicemails and wait; they call the next listing. Yet most firms route after-hours and overflow calls straight to voicemail.
We deploy an operations layer built for the stakes: a voice and chat agent that runs structured intake around the clock, books consultations into your calendar, and hands clean, verified details to your staff. It captures the matter without ever giving legal advice, and it handles sensitive information with the discretion the work demands.
Intake that captures the matter, 24/7
The moment a prospect reaches out is the moment intent is highest. Our voice and chat agent answers every inquiry — day, night, or weekend — runs a structured intake specific to your practice areas, and verifies the details that matter: contact information, matter type, jurisdiction, and urgency.
Instead of a voicemail someone processes hours later, your intake staff get a clean, organized record and the agent books a consultation into the right attorney's calendar. The thread never drops between the first call and the first meeting.
- 24/7 intake with matter-type routing
- Contact and conflict-relevant detail verification
- Consultation booking into the right calendar
- Overflow and after-hours capture so nothing rolls to voicemail
Guardrails the profession requires
An intake agent in a legal setting has to stay firmly in its lane. Ours does structured intake only — it never offers legal advice, never opines on a matter, and escalates to staff the moment a question calls for professional judgment, with the matter type, urgency, and verified contact already attached.
We capture the information your team needs to run a conflict check before anyone is taken on as a client, and we design the escalation paths up front so no prospect hits a dead end and no sensitive question gets an answer it should not.
- Structured intake only — no legal advice
- Conflict-check detail capture before engagement
- Clean escalation to staff with full context
- Defined paths so no prospect hits a dead end
Secure document and matter workflows
Professional services run on documents and deadlines. Document AI pipelines classify incoming files, extract the fields that matter, and route them to secure storage and the right matter, cutting the manual sorting and re-keying that ties up paralegals and admin staff.
An internal AI copilot, grounded in your approved policies, precedents, and procedures, lets staff get cited answers to operational questions without paging a partner. Access is scoped by role, and sensitive content gets guardrails so the tool stays useful without becoming a liability.
- Document classification and secure storage handoff
- Routing to the correct matter or client file
- Role-scoped internal copilot over firm procedures
- Cited answers grounded in your own documents
Discretion and data handling built in
Client confidentiality is non-negotiable, so we handle data with care from the first interaction. Recordings and transcripts keep the minimum necessary detail, are retained on a schedule you control, and are never used to train third-party models. Access is scoped so only the right people see sensitive material.
Behind the agent, CRM and workflow automation log every interaction, attach notes to the matter, and trigger follow-up so a busy week never costs you a prospect. Your pipeline reflects reality without your team living in admin.
- Minimum-necessary data in transcripts
- Client-controlled retention, no third-party model training
- CRM notes attached to every interaction
- Follow-up sequences so no lead goes quiet
Questions, answered.
No, never. It performs structured intake only — capturing the matter type, jurisdiction, urgency, and verified contact details — and escalates to your staff the instant a question requires professional judgment. The guardrails are designed in so the agent stays firmly in its lane.
Ready to deploy legal & professional services?
Most clients start with a Pilot — 2–3 systems live in four weeks. Book a 20-minute fit call and we'll tell you honestly whether this is the right first move for your stack.