End-to-end intake
The intake call, answered to signed.
Picks up in under a second, day or night. Interviews naturally, qualifies against your firm's criteria, and sends the retainer while the claimant is on the line — with your team watching live.
00:00.6 answered · AI disclosure spoken
00:14 interview · caller narrative captured
02:03 gates: exposure ✓ · location ✓ · representation ✓ · dx ✓
03:41 qualified → e-sign retainer packet sent
03:52 CRM handoff · attorney callback queued for legal questions
0.56s median first response, internal benchmark, July 2026. Says it's AI on every call.
How it works
Agentic where it helps. Deterministic where it counts.
The conversation is natural; the decision never is. Practice-area blueprints compile into deterministic gates — exposure windows, jurisdiction, representation status, diagnosis — and only the gates can qualify or decline a claimant. Every blueprint is rehearsed against an automated persona-simulation harness before it takes real calls, and every gate decision lands on the audit chain with its rationale.
// the model proposes facts. code decides.
gate exposure_window: dates ⊆ 1953–1987 → pass
gate representation: no current counsel → pass
gate medical_dx: qualifying diagnosis list → pass
decision: QUALIFIED · rationale logged per gate
Live transcripts stream to your intake desk in real time. A supervisor can whisper a steering note the agent folds into the conversation, or take the call over entirely with one tap. Legal-advice questions are structurally deflected — the agent flags them for an attorney callback instead of answering. That's the UPL guard, and it's not optional.
transcript streaming · call 03:12 elapsed
supervisor note → "confirm exposure address"
agent asked · answer captured to case sheet
[ take over call ] — one tap, mid-sentence safe
Qualified claimants get the e-sign retainer packet by text while still on the line, with the agent walking them through it. Case sheets, transcripts, and outcomes flow to your systems over HMAC-signed webhooks. And when the claimant doesn't sign on the spot — that's where governed recovery cadences pick up.
03:41 sms → e-sign retainer link (claimant on the line)
03:55 packet opened · agent walking through sections
webhook → intake CRM · x-signature: hmac-sha256=…c204
not signed by call end? → RETAINER cadence, governed
// the model proposes facts. code decides.
gate exposure_window: dates ⊆ 1953–1987 → pass
gate representation: no current counsel → pass
gate medical_dx: qualifying diagnosis list → pass
decision: QUALIFIED · rationale logged per gate
transcript streaming · call 03:12 elapsed
supervisor note → "confirm exposure address"
agent asked · answer captured to case sheet
[ take over call ] — one tap, mid-sentence safe
03:41 sms → e-sign retainer link (claimant on the line)
03:55 packet opened · agent walking through sections
webhook → intake CRM · x-signature: hmac-sha256=…c204
not signed by call end? → RETAINER cadence, governed
Thirty minutes. Hear it answer.
We'll run a live call, work a sample docket, and show you the system refusing a call it shouldn't make.