Streamline client intake, schedule consultations, and handle routine inquiries for professional service firms.
✓ 14-day free trial ✓ No credit card required
Gather information and documents before the first meeting.
Book initial consultations without phone tag.
Answer common pricing and scope questions.
Let clients check status without calling.
Gathers client information before consultations
Books meetings and manages calendars
Explains services and answers pricing questions
Provides status updates and document handling
“Firms in our early access program rely on the AI to greet prospects and collect intake details whenever the team is busy.”
Yes, we maintain attorney-client privilege safeguards and comply with bar association guidelines.
All data is encrypted and we maintain SOC 2 compliance for handling sensitive information.
Yes, we integrate with Clio, MyCase, QuickBooks, and most professional service platforms.
Start your free 14-day pilot and measure impact with real customer conversations.