AI Client Intake for Law Firms

Takes a new client's details by phone and hands your team a structured intake.

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Owen, AI lead qualifier, grinning mid-question, wearing a headset
Owen
Client intake
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Example call Illustrative, not a recording.
  1. Caller I need help with a dispute with my landlord.
  2. Owen I can take the details. Is there a deadline coming up?
  3. Caller I have to reply to a letter by Friday.
  4. Owen Then I'll mark it urgent and book you a call for tomorrow.

How the call goes.

Step by step, the same way every time, with your rules at each step.

Owen leads. Bruno can take over when the call needs them.

  1. Answers

    Every new enquiry

  2. Takes name and contact

    Who is calling and how to reach them

  3. Asks about the matter

    Type of case, key facts, other parties

  4. Checks urgency

    Deadlines go to a person straight away

  5. Books the next step

    A consultation or a callback

  6. Sends the intake

    Structured, ready for your conflict check

The same job in 2 industries.

Each industry page has its own team, its own day and a live demo.

Give this job to Owen.

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