Stop Losing Cases Because No One Answered the Phone
We install a 24/7 intake system that captures, qualifies, and books leads automatically—so cases don't leak after hours, on weekends, or when your team is busy.
15 minutes. No pitch deck. No commitment.
On the call, we'll:
- Show you how your intake would work after hours
- Identify where cases are currently leaking
- Give you an honest assessment of fit
This is for firms that:
- •Get inbound calls or form leads
- •Want 24/7 coverage without hiring more staff
- •Care about case quality, not just volume
This is not:
- •A call center or answering service
- •A replacement for your intake team
- •A chatbot that frustrates callers
Turn every call into a client
Never lose a case because the phone wasn't answered
AI intake specialists answer every inbound call, qualify leads, and route high-value cases to your team in real time — so no potential client slips away.
I was in an accident and need to speak with an attorney.
I'm sorry to hear that. What was the type of accident you were involved in?
It was a car accident. I broke my collarbone and I was taken to the hospital.
What's your name and phone number so our attorneys can contact you?
Appointments locked in on the first try
No back-and-forth, no no-shows
Calls convert directly into confirmed appointments with seamless calendar and booking system integration. No manual follow-up required.
I'd like to schedule a consultation about my case.
I can help with that. Would you prefer a morning or afternoon appointment?
Tomorrow morning works for me.
Perfect. I've scheduled your free consultation for 10 AM tomorrow.
Immediate impact for your firm
Easy to launch, pays for itself fast
Connect your phone line and calendar, and your AI intake specialist is live in minutes. No complex integrations or IT support required.
Connect to Your Tech Stack and CRM
Seamlessly connect to your existing tools and simplify case management, follow-ups, and lead conversion. Every lead flows directly into your system.
Custom Integration
Our team personally codes and connects your existing tools with tailored integrations and automated data sync.
Real-Time Sync
Client data, appointments, and conversations sync instantly across all your platforms. No manual entry required.
Enterprise-grade security
Your client data stays protected
All conversations are encrypted end-to-end. Your client communications remain confidential and protected under attorney-client privilege standards.
Audit reports available upon request
Your AI Client & Sales Coordinator
Answer calls and messages instantly, qualify leads, and book appointments 24/7.
Call Analytics
Last 7 daysRecent Calls
View all →Auto accident · MVA intake · 2:31
Slip and fall · Commercial property · 1:48
Work injury · Construction site · 3:15
Medical malpractice · Needs docs · 2:02
Call Outcomes
Common concerns
“But What About...”
Fair concerns. Straight answers.
“Will leads know they're not talking to a person?”
Modern conversational AI sounds natural—not robotic or scripted. Most callers can't tell the difference, and more importantly, they don't care. They want their questions answered and an appointment booked. That happens instantly, every time.
“What happens with complex or sensitive cases?”
You define escalation rules. High-value cases, complex situations, or any scenario you specify gets immediately routed to a live person. The system handles the volume; your team handles the exceptions.
“We already have intake staff.”
This isn't about replacing your team—it's about extending their reach. Your staff can't answer 10 calls simultaneously at 2am. The system handles overflow, after-hours, and peak times while your team focuses on high-touch cases.
“What if it qualifies leads incorrectly?”
The qualification criteria come from you. We configure the system based on your firm's specific case preferences, then refine based on actual performance. You get full visibility into every interaction.
“Is it expensive?”
Less than one full-time intake coordinator. More importantly: if you're currently losing cases to slow response, the system pays for itself with the first few cases it saves. We can show you the math on your specific numbers.
“We tried something like this before.”
Most “intake solutions” are glorified voicemail or clunky IVR menus. This is different: natural conversation, real-time qualification, and direct booking. The technology has changed dramatically. Book a demo and judge for yourself.
Frequently Asked Questions
Quick answers to common questions. Still have questions? Book a call.
Most firms are live within 1-2 weeks. That includes configuring your intake scripts, integrating with your CRM and calendar, setting up routing rules, and testing. We handle the technical work—your team just needs to provide input on qualification criteria and preferences.
No. The AI is designed to gather information, qualify leads, and book consultations. It does not provide legal advice or opinions. All legal guidance is provided by your attorneys during scheduled consultations.
We integrate with Clio, Litify, Filevine, Salesforce, HubSpot, and most other legal CRMs. For calendar booking, we work with Calendly, Acuity, Microsoft Bookings, and Google Calendar. If you use something else, we can usually build a custom integration.
Yes, completely. We work with you to build intake scripts specific to your case types—auto accidents, slip-and-fall, medical malpractice, etc. Qualification criteria, routing rules, and escalation triggers are all configured based on your firm's specific requirements.
They can. You define when calls get transferred to live staff—whether that's on request, for specific case types, or based on qualification score. The system can also take a message and have your team call back within whatever timeframe you set.
The same way we handle daytime calls—instantly. The system doesn't sleep. After-hours leads get qualified and can book consultations for the next business day, or get routed to on-call staff if that's how you're set up.
Full visibility. You get a dashboard showing call volume, response times, qualification rates, booking rates, and lead source performance. Every interaction is logged and searchable. Most firms review weekly metrics with us during the first few months.
Stop Losing Cases Tonight
Every hour you wait, leads are calling your competitors. Book a 15-minute call to see exactly how this works for PI firms—no pitch deck, no pressure.
On the call, we'll:
- Review your current intake process
- Show you a live demo with PI-specific scenarios
- Give you an honest assessment of fit
15 minutes. No commitment. No pitch deck.