Part one · Stages 1–4
Unified lead system
Every inquiry in one record, read, answered and booked.
- Website, WhatsApp and ad leads routed to your CRM
- Attachments read and summarised for the lawyer
- Routing by practice area, booking to calendar
From first message to kept consultation.
Five stages run inside your existing CRM and calendar. The sixth is where the firm grows.
- 01
Capture
Forms, WhatsApp and ad leads land in one CRM record.
- 02
Read
Intake attachments are summarised onto the record.
- 03
Respond
A fast first reply, routed to the right practice area.
- 04
Book
The consultation goes on the lawyer's calendar.
- 05
Recover
A missed consult triggers a call agent and an SMS.
- 06 · Next
Grow
Review requests after good outcomes, and a check of what AI engines say about you.
Part two · Stage 5
Missed-consult follow-up
When a consultation is missed, the conversation doesn't end.
- Call agent reaches out to rebook
- SMS with a direct rebooking link
- Consent and disclosure set for your state
Questions firms ask
Built around how firms work.
Demos run on fictional data. In your build, documents stay inside the CRM and systems you already use.
Consent, disclosure and recording rules differ by state. We check yours before the follow-up agent goes live and only contact people who reached out to you. This is not legal advice.
No. It removes the repetitive part: copying leads, chasing replies, rebooking. Your team handles the conversations.
Time to first response, share of leads followed up, no-show rate before and after, and staff hours saved a week.