Turn a chat into a matter your team can review.
Give prospective clients a written intake conversation built around the help they need and the work your firm takes on.
Ask the right questions for the matter.
Voiceclick’s chat AI agents guide prospective clients through questions approved for your practice. Gather the circumstances, the parties involved, relevant dates and the outcome the person is seeking.
Keep initial screening consistent.
Use the intake criteria your firm sets for each practice area. Record missing or uncertain answers for review, with legal assessment left to your lawyers.
Give your team a useful handover.
Agree the intake summary, the information it contains and how your team receives it. Explain the next step your firm has approved for that type of matter.
Choose the deployment that fits your firm.
We agree where the chat agent will be available, its role in the intake process and the route to your team. Any handover between voice, chat and practice software is scoped around the connections included in your setup.
Test the chat conversation with representative matters and review the resulting intake alongside it.