Enterprise DNA

Sales and new business · Live demo

New-client intake line

Answers new-client calls day and night, runs the firm's intake questions and books a first meeting with the right attorney.

VoiceYour data Lead captureBookingHuman handoffSummariesIntegrations
Live demo

Talk to Nina at Bramblegate Law Group

Bramblegate Law Group is made up. Nina is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.

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The problem

New clients call when something has already gone wrong, often after hours or while every attorney is in a meeting or in court. If nobody picks up, they call the next firm, and the matter goes with them.

How it works

  1. Answers every new-client call, day or night, in a voice that suits the firm
  2. Asks the intake questions each practice group already uses
  3. Runs the firm's conflict check on the other parties before booking
  4. Books a first meeting into the right attorney's calendar and sends a confirmation
  5. Transfers anything urgent, like a court date tomorrow, to the on-call partner
  6. Never gives legal advice and says so plainly when asked

What it connects to

  • Practice management system
  • Conflict check database
  • Calendar
  • On-call phone roster
Sample conversation
  1. CallerHi, sorry it's late. My ex just told me they're moving to North Carolina with our daughter.
  2. AgentThanks for calling, that sounds really stressful. Our Private Client team handles family matters, and I can get you in front of one of their attorneys. Can I start with your first name?
  3. CallerSure, it's Rachel.
  4. AgentThanks Rachel. Has anything been filed in Family Court yet, or is it still a conversation between the two of you?
  5. CallerJust a conversation. They want to go next month.
  6. AgentUnderstood. I can book you a first consult with Sofia Marchetti on Tuesday at 9:30am. It's an hour and costs $450, and I'll send a confirmation with what to bring.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.

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