Streamline client onboarding for law firms, consulting, and professional services. Collect information, screen prospects, and schedule consultations automatically.
Streamline client onboarding for law firms, consulting, and professional services. Collect information, screen prospects, and schedule consultations automatically.
What this solution delivers.
Gather case details, contact information, and background through natural conversation.
Seamless automation from first contact to consultation
Prospect calls or messages. AI greets them professionally and begins the intake process.
AI collects case details, contact info, and relevant background through natural conversation.
AI checks for conflicts, assesses case fit, and determines urgency level.
Qualified prospects are scheduled with the right attorney. All data synced to your CRM.
Faster intake, more qualified leads
Industries that need professional client intake
Capture more leads and save time
