Build a better path from first contact to consultation.
Choose the stages of intake your firm needs to improve, then connect them around one agreed process.
Start with the first conversation.
Voice AI intake
Take prospective clients through a spoken conversation that establishes what they need and what your lawyers need to know.
Chat AI intake
Let prospective clients explain their needs in a written conversation, using questions built around the matter type and your firm’s criteria.
Qualification and routing
Apply your initial criteria and prepare suitable matters for the relevant legal team.
Consultation workflows
Agree how a suitable prospect moves to legal review, a booking or a request for more information.
Connect the rest of the client journey.
Use follow-up and callbacks to keep suitable prospects moving, and intake reporting to track the outcomes. Where needed, connect the handover to your engagement process or an approved referral workflow.
We agree what will be delivered, which systems are involved and what your team needs to approve. You can begin with one practice area and expand after reviewing how the process performs.