Intake handled.
Billable hours protected.
Law firms, accountants, consultants every intake call pulls a professional off billable work. Voice AI qualifies the prospect, runs conflict checks, and books the consultation without touching your team.
Every intake call a lawyer or accountant handles personally is unbillable time. Qualifying a prospect, explaining your services, checking for conflicts, and booking a consultation that’s 20 minutes of a professional’s time on a call that AI can handle completely.
Voice AI runs the full intake flow: identifies the matter type, collects the relevant facts, checks for conflicts against your existing client list, qualifies based on your criteria, and books a consultation with the right person. The professional receives a structured brief before the meeting not a cold introduction.
Your professionals bill. The AI qualifies.
What we automate
- Client intakeMatter qualification
- Conflict checksAutomated lookup
- Consultation bookingCalendar sync
- Referral intakeStructured capture
- Billing inquiriesAccount status
- PMS integrationClio · MyCase · custom
Where voice AI moves
the needle in professional services.
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01New client intake & qualificationAI identifies matter type, collects key facts, and qualifies against your criteria. Sends a structured brief to the assigned professional before the consultation. No more cold first meetings.
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02Conflict of interest checksFor legal and accounting firms, AI collects party names and checks against your existing client database before booking. Potential conflicts are flagged for partner review no booking proceeds without clearance.
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03Consultation schedulingQualified prospects are booked directly into the right professional's calendar with context attached. No back-and-forth scheduling emails, no missed calls, no double-bookings.
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04Billing & account inquiriesClients calling about invoice status, payment options, or account questions get answers via CRM lookup without interrupting a professional or pulling a billing admin off other work.
Stop spending billable hours
on intake calls.
We'll map your intake process, your conflict check workflow, and build a voice AI flow that qualifies your prospects completely before they reach your professionals.