Intake, scheduling, and the inbox, handled.
Boutique and mid-size firms run on fast intake and clean detail. It captures intake calls, schedules consults, drafts client replies in your voice, and waits for your approval before anything goes out.
Intake, scheduling, and the inbox, handled.
Boutique and mid-size firms run on fast intake and clean detail. It captures intake calls, schedules consults, drafts client replies in your voice, and waits for your approval before anything goes out.
Book a demoIntake cannot wait.
A prospective client who waits calls the next firm.
Client questions, scheduling, updates: it never stops.
Matters, deadlines, and conversations all have to be captured and findable.
Intake cannot wait.
A prospective client who waits calls the next firm.
Client questions, scheduling, updates: it never stops.
Matters, deadlines, and conversations all have to be captured and findable.
The jobs law firms hand over first.
It captures intake by text and chat the moment it comes in, then lines up the next step for review.
See how →It books consultations and calls across Google or Outlook.
See how →It captures call notes, action items, and a searchable transcript.
See how →The jobs to hand over first.
It captures intake by text and chat the moment it comes in, then lines up the next step for review.
See how →It books consultations and calls across Google or Outlook.
See how →It captures call notes, action items, and a searchable transcript.
See how →This is the real dashboard.
Responsive intake. Captured detail.
Your time goes back to the work only you can do.
Responsive intake. Captured detail.
Your time goes back to the work only you can do.
What to hand over first
- 1Capture intake calls and consult notes.
- 2Draft the follow-up emails.
- 3Keep client advice and sends in approval.
"It gives me back about 8 hours a week. The follow-ups go out without me, and I only step in when something needs a person."
President, DDReps
Stop losing intake to a slow callback.
Start free with the email drafter, or book a walkthrough on your firm workflow.
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