Intake screening built from your own form.

The agent takes the call after hours and books the consult. Every case decision stays with your lawyers.

A tied bundle of documents and a pen on a desk beside filing binders.

01Problem

Where intake tends to slip

The gaps an intake build is scoped around.

  • After-hours callers reach voicemail, and the message waits until morning.

  • Screening questions change with whoever picks up the phone.

  • A new enquiry waits for a callback.

02Scope

What we build

Screening runs from your own intake form, wired into your calendar and CRM.

  • 01

    Intake screening

    Screening questions come from your own intake form. Every case decision stays with your lawyers.

  • 02

    After-hours voice intake

    Answers after hours, takes the caller's details, and hands off to your team.

  • 03

    Document workflow

    Builds routine drafting and filing steps around the documents you already use.

  • 04

    Case log to your CRM

    Writes every call and intake to the system you run.

03Process

How a build runs

Nothing goes live until you sign off.

  1. Step 1

    Scope and access

    We map your intake flow and connect to the calendar and CRM you already use.

  2. Step 2

    Build and test

    You test the agent on real scenarios before it goes anywhere near a caller.

  3. Step 3

    Live on your sign-off

    Nothing goes live until you approve it, and every case decision stays with your lawyers.

Price

Builds start at $5,000 USD.

Scope and price are set on the discovery call. Support is included for two months after launch. After that, a care plan covers ongoing support.

  • Built on SOC 2 and GDPR-compliant tools
  • 99.5% uptime SLA
  • You own the code, the data and the keys
Book a discovery call

04Questions

Questions owners ask

Have you built this for a law firm before?

Not yet. This page covers what we would build and how. Results will appear here once a law firm build is live.

Will the agent make any case decisions?

No. It screens and routes. Every case decision stays with your lawyers.

Can it use our own intake questions?

Yes. Screening questions come from your intake form, not a generic script.

What about bar advertising rules?

Share your jurisdiction's rules before the build starts. The agent's scripts are written to follow them.

Do you integrate with Clio or MyCase?

We have not connected either yet. Tell us your case management system, and we confirm access before scoping.

Tell us what your intake process is missing.

A 30-minute discovery call. The scope and the price come out of it.

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