One agent, three channels, no missed clients.
One agent answers on phone, chat, and text, using your firm's own intake questions, then books the consult and sends you a summary.
How does the Intake AI Agent work?
One agent answers on three channels, then qualifies and books every caller the same way.
How does the Intake AI Agent handle an inquiry?
Three steps, from the first ring to a booked consult.
1. Someone reaches your firm
By phone, chat, or text, the Intake AI Agent answers in your firm's name, day or night, so nobody goes unanswered.
2. It asks your intake questions
The agent screens the matter using the questions you would ask, tailored to your practice area.
3. It books the consult and sends you a summary
A qualified caller lands directly on your calendar, and you get a summary of what was discussed.
What do you set up before it goes live?
- Script design based on your firm's own intake questions
- Voice and chat tuning so the agent sounds like your firm
- Calendar and CRM wiring so bookings and summaries land where you already work
- Go-live testing before the agent ever answers a real caller