Screen, qualify, and schedule consultations without slowing attorneys down
Automate intake calls, conflict pre-screening, and consultation booking so your team only spends time on the cases that fit.
Intake Coverage
Capture leads outside office hours
Structured Screening
Consistent intake questions every time
Booking Time
Consultations can be scheduled automatically
Built around the workflows that matter most
This setup is designed to remove repetitive work, speed up response time, and keep qualified prospects from slipping away.
Typical use cases
Common entry points for this industry
Common questions
Can it help with intake screening?
Yes. We can build structured qualification flows for your practice areas.
Can it collect contact details and case notes?
Yes. The system can gather the details your staff needs before a consult.
Can we route different practice areas separately?
Yes. Leads can be sent to different queues or attorneys based on case type.
Let's map out the best automation flow for your team
Book a short call and we'll show you the most practical ways to automate this workflow.