BillingDocumentClient CommsIntakeDeadline
📥
Front of House

RESPOND IN
UNDER
60 SECONDS.

The Intake Agent responds to every new inquiry instantly — qualifying the lead, scheduling the consult, and sending the intake packet — 24 hours a day, in your voice.

New inquiry at 11pm? I'm on it — before anyone on your team sees the email.

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Consultation

bookings up 30%. Response time under 60 seconds.

Most firms lose leads not because of price or skill — but because they responded too slowly. The Intake Agent fixes that permanently.

What It Does

HOW THE INTAKE AGENT WORKS

Instant First Response
Every inquiry — web form, email, text, missed call — gets a response in under 60 seconds, 24/7. Speed to lead is one of the strongest predictors of conversion in legal.
Automated Qualification
The agent asks the right questions to determine case type, urgency, and fit — before a human ever gets involved.
Consult Scheduling
Qualified leads are offered available time slots and booked directly into your calendar — no back-and-forth, no scheduling assistant needed.
Intake Packet Delivery
Once booked, the agent sends the full intake packet with instructions. Clients arrive to consultations prepared.
Lead Scoring & Routing
Unqualified or off-practice-area inquiries are handled gracefully — referred out or declined — so your team only touches qualified leads.
Speed to Deploy
Design session. Build. QA. Launch. Most firms are live in 3 weeks.
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Common Connections for this Agent
ClioFilevineMyCaseDocketwiseLawmaticsSmokeballCase StatusHonaPandaDocMonday.comClickUpAsanaAirtableCalendlyGmailGoogle WorkspaceGoogle DriveGoogle CalendarTwilioMicrosoft 365Outlook
+ Any platform with an API or integration layer

We were losing leads because nobody could respond fast enough. The intake agent fixed that overnight. Response time went from hours to under two minutes. Consultation bookings went up 30% in the first month.

Marcus T. — Personal Injury · Solo Practice

READY TO DEPLOY
THIS AGENT?

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