AI Voice Intake
The intake moment is fragile. A prospective client calls in pain, confused, or shopping for the first firm that responds with clarity. Firms that let it ring lose the case.
AutoCounsel’s intake agent is configured around the firm’s criteria, practice areas, qualification logic, scheduling, and escalation rules. It records and transcribes the call, can land website chat in the same inbox, and can send a retainer before the caller hangs up. Weak or off-scope calls are screened out instead of filling the pipeline.
The same inbound layer is a working receptionist: staff directory, hours and holidays, warm transfer with a briefing, and a detailed message when no one picks up. Every call ends in a live, briefed connection or a message in the right person’s hands. After the call, the team gets a summary, the transcript, and a matter on the native CRM.
- Answers in English or Spanish with the firm’s name, voice, and process
- Qualifies live against practice-area checklists, not a voicemail and a hope
- Can send a retainer by text or email, book consults, and recognize returning callers
- Writes qualification, deadlines, and source into the native CRM
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