Legal

Every new-client call captured, screened, and booked.

Screen new-client calls, capture case details, and schedule consultations so your team only picks up qualified leads.

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A calm, professional law office consultation room

The kind of consultation your caller is booking — professional, private, reassuring.

What it handles

Answer

Answers practice area and consultation-process questions.

Qualify

Captures case type and basic details for intake.

Route

Books the consultation or routes complex matters to an attorney.

How it works

Identify

Identify practice area and caller’s situation.

Inform

Inform from consultation process and general practice info.

Discover

Discover case details and preferred consultation time.

Hand off

Hand off — book the consultation or route to an attorney.

Example call

Thanks for calling Harlow & Mercer. Can you tell me a bit about your situation?

I was in a car accident last week and I want to talk to someone about it.

I'm sorry to hear that. I can get you a free consultation with one of our attorneys — are you free tomorrow at 2pm or Thursday morning?

Tomorrow at 2pm works.

You're booked for 2pm tomorrow. I've sent over a short intake form so the attorney has context before your call.

Consultation booked · intake notes sent.

Ready for agent review

Clear boundaries

No legal advice of any kind — the agent only gathers information and schedules.
Time-sensitive matters (e.g. arrests, filing deadlines) escalate to an attorney immediately.
Case details shared during intake are kept confidential and only shared with your firm.

Who it's for

Connects to your tools

Legal Practice Management Software

Calendar & Scheduling

Intake / Lead Forms

SMS & Email

Native integrations and open API — connects to what you already use.

Never let a new-client call go unanswered.