After-hours intake
The enquiry that comes in at 10pm is answered, screened and booked instead of reaching voicemail — which in this market is the difference between a signed client and a competitor's.
How it worksLegal enquiries arrive at the worst possible moment for the caller. Answering matters.
Law firms use automation to make intake fast and consistent: answering enquiries at any hour, asking the same screening questions every time, capturing the details your team needs, booking the consultation, and following up on the people who don't book straight away — without a paralegal tied to the phone.
The Problem
These are the patterns we see repeatedly in law firms across Miami-Dade and Broward.
Workflow Example
This is the sequence we build for this industry. Yours will differ in the details — that's what the audit is for.
What We Build
Usually in this order, because the first one tends to pay for the rest.
The enquiry that comes in at 10pm is answered, screened and booked instead of reaching voicemail — which in this market is the difference between a signed client and a competitor's.
How it worksEvery caller is asked the same qualifying questions, and the answers are recorded identically, so your team reviews clean intake rather than variable notes.
How it worksBooked to the right attorney with the right duration, with document requests and reminders sent automatically.
How it worksPeople who enquired but didn't book are followed up on a schedule until they decide either way.
How it worksQuestions
No, and it is explicitly configured not to. It gathers information and books consultations. Any question that requires an attorney's judgement is routed to your team, and the caller is told that.
The intake captures the party names and matter details your conflict check needs, and flags them to your team before a consultation is confirmed. The conflict check itself stays with the firm.
Access is permission-based and conversations are logged in the systems you control. You should review the arrangement against your own professional responsibility obligations — we are not able to advise on those.
Yes, in both directions, which is a practical necessity for most Miami practices.
Yes, and you should. Nothing goes live until your firm has signed off the exact wording.
We'll identify missed opportunities, repetitive processes and follow-up gaps in your business, and show you where automation can make the biggest impact.