Client Intake Agent
Turn website visitors into booked clients.
A tireless front desk that greets prospects, qualifies the matter, runs a conflict pre-check, and books the consultation, then hands the right attorney a clean summary.
Everything a great intake coordinator does, instantly.
Qualifies every visitor
Asks practice area, matter type, jurisdiction, and urgency, in plain conversation, 24/7.
Conflict pre-check
Screens the prospect and adverse party against your existing clients before encouraging a consult. Advisory, the attorney decides.
Books the consultation
Shows real availability and books directly onto your Cal.com calendar, no back-and-forth.
Routes to the right attorney
Sends the qualified lead and a summary to the attorney who covers that practice area.
UPL-safe by design
Never gives legal advice or predicts outcomes. Every reply carries your “not legal advice” disclaimer.
Never misses after hours
The leads you lose to voicemail at 9pm become booked consultations by morning.
Most intake still starts with a phone call.
With the Phone & Text add-on, this same intake agent answers your firm's phone 24/7, qualifies the caller, books the consult, and texts back the calls you miss. Meet the AI receptionist.
Stop losing clients to the firm that answered first.
Set up your intake agent free in minutes.