Client intake without the phone tag
Capture the details of every inquiry, schedule the consultation, and let your team spend their time on casework, not callbacks.
Call in progress…
Where legal calls usually go wrong
The same handful of problems show up in almost every call queue, long before an agent ever gets involved.
Intake calls compete with billable work
Every new-client call is time away from casework — and a call that goes to voicemail is often a client who tries the next firm.
Inconsistent intake slows everything down
Without a consistent set of questions, staff spend time chasing details that should have been captured on the first call.
Scheduling a consultation takes too many calls
Finding a time that works, confirming it, and following up by phone adds days to what could be a same-call booking.
Where the agent takes work off your plate
Built around the calls legal teams actually handle every day — not a generic script.
Client intake
New inquiries are asked the right first questions — case type, parties involved, timeline — captured consistently for every caller.
Consultation scheduling
The agent checks attorney availability and books an initial consultation directly, with a confirmation sent right after the call.
Case type routing
Calls are routed to the right practice group or attorney based on what the caller describes, instead of a single shared line.
Document follow-up
Clients who still owe a signed form or document get a reminder call naming exactly what's outstanding.
After-hours intake
A call at 9 PM gets the same structured intake as one at 9 AM, so no inquiry waits until the next business day to be captured.
Built to keep up with legal call volume
A few generic numbers that describe how the agent behaves on every single call.
New client inquiries captured around the clock
Countries you can get a local number in
Languages available for client intake
The building blocks behind this workflow
The parts of the platform legal teams lean on most for this workflow.
Questions about Legal
No — it handles intake, scheduling and routing only. Every legal question and case decision stays with your attorneys; the agent simply gets the right information to them faster.
See it work for Legal
Spin up an agent for this exact workflow, give it a task, and call it yourself in the next few minutes.
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