Intake and onboarding
The first message answered. The file opened. Nobody typed it twice.
An agent takes the first contact on web, WhatsApp or email, gathers what the matter needs, checks for conflicts, and hands a complete file to the person who will run it.
What firms ask us for.
- “Someone to answer the phone and the WhatsApp at 7pm without it being me.”
- “Stop the same five questions from landing in the partner’s inbox.”
- “A conflict check that happens before we have already spent an hour with the person.”
- “Engagement letters that go out the same day, not the following week.”
- “New clients in the portal, in the practice management system and in the billing system, once, without three people copying the same address.”
What we build.
Tier-one intake agent
Answers the first message in the client’s language, day or night. Collects the facts the matter type needs: parties, dates, documents, urgency. Books the consultation into the right calendar. Knows what it does not know and passes those cases to a person with the transcript attached.
Conflict check
Names and entities from the intake are checked against your matter history before anyone spends time on the case. Hits go to a person to decide.
Onboarding pipeline
One approval opens the matter everywhere: practice management, document folder, billing, portal access. The engagement letter is drafted from the intake data and waits for a partner’s signature.
Routing
The completed file lands with the right associate or accountant based on practice area, load and language.
How it runs.
Every handoff has a person at the end of it. The agent asks when it is unsure rather than guessing. Every message, decision and document is logged so you can audit what happened on any file. It runs on your existing phone number, inbox and calendar.
Demo.
Take a new matter to a fictional firm and watch the agent gather the facts, run the conflict check and book the consultation.
Built and running
Proof — by the numbers.
6,271 leads routed to the right person automatically · 216,000+ calls, texts and forms logged and reported on · 70% of inbound leads reached on the first call · 50,000+ texts sent automatically.
Systems we run for other businesses, counted from their own databases, September 2026.
Common questions.
Will clients know they are talking to an agent?
Yes, if you want them to. Most firms have it say so and clients do not mind; they mind waiting until Monday.
What about bar or licensing-body rules on solicitation and confidentiality?
The agent gathers facts and books time. It does not give legal or tax advice, and every transcript is stored under your control. We review the setup against your jurisdiction’s rules before go-live.