For most firms, the first impression is a phone call or an email. We help firms respond to every inquiry, run intake consistently and get first drafts on the page so attorneys can spend time on judgment.
These are the patterns we hear most often from teams in law firms.
In the 2024 Clio Legal Trends Report secret-shopper study, only 40% of firms answered the phone and 33% replied to email.
Key facts get missed when intake depends on who picks up.
Engagement letters and routine documents are rebuilt from old files.
Each one connects to the tools you already use, and your team stays in control of every decision that matters.
Capture the matter type, contact details and urgency on every call, then book a consult.
Generate letters from intake answers and your approved templates for attorney review.
Search precedent, templates and internal know-how with answers that link to the source file.
An example of the kind of workflow we design. Yours will be built around your own systems and rules.
Voice agent runs your intake script
Logs the matter in your practice management system
Books a consult on the right calendar
Sends an intake summary to the attorney
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