End-to-end intake
The intake call, answered to signed.
Picks up in under a second, day or night. Interviews naturally, qualifies against your 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 checks: 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
Conversational where it helps. Rules where it counts.
The conversation is natural; the decision never is. Your practice-area playbook becomes a set of fixed qualification rules (exposure windows, jurisdiction, representation status, diagnosis) and only those rules can qualify or decline a claimant. A playbook can't go live until it passes its test calls. Every decision lands on the record with its rationale.
// the AI proposes facts. the rules decide.
exposure window: within 1953–1987 → pass
representation: no current counsel → pass
diagnosis: on qualifying list → pass
decision: QUALIFIED · rationale logged per rule
The agent validates addresses to postal standards, looks up providers against the CMS national registry (NPPES), and checks facilities against authoritative sources mid-call. It verifies what can be checked instead of taking dictation.
caller statement → verification requested
address → postal-standard match ✓
provider → CMS NPPES match ✓
facility → authoritative record matched ✓
case sheet updated with verified facts
Missing the police report? The agent texts the caller a doc-upload link mid-call and keeps the conversation going. Documents that come back — by text, WhatsApp, or email — land in quarantine first, get scanned and redacted, then read for key facts that update the case sheet automatically.
agent → doc-upload link texted · call continues
received → police-report.pdf · via sms
quarantine → scanned · redacted · cleared
key facts read → case sheet updated
Upload your own knowledge and the agent retrieves it when the call requires it. Its retrieval boundary is the material you uploaded, and nothing outside it.
question: which offices handle this matter?
search scope → your uploads only
source → approved-office-guide.pdf
answer grounded in your uploaded knowledge
Upload an existing intake PDF and its questions become a working, testable flow draft. Review the branches, run simulated callers, and publish only after the behavior tests pass.
source received · existing-intake.pdf
questions extracted → working flow draft
branches available for review and simulation
publish blocked while behavior tests fail
Live transcripts stream to your intake desk in real time. A supervisor can whisper a note the agent folds into the conversation, or take the call over entirely with one tap. Legal-advice questions are always 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. Every call ends with a structured case sheet. Case sheets, transcripts, and outcomes flow straight into your systems, verified and delivered exactly once. When the claimant doesn't sign on the spot, governed follow-up sequences pick up.
03:41 sms → e-sign retainer link (claimant on the line)
03:55 packet opened · agent walking through sections
case sheet → your intake CRM · delivered once, verified
not signed by call end? → retainer follow-up, governed
// the AI proposes facts. the rules decide.
exposure window: within 1953–1987 → pass
representation: no current counsel → pass
diagnosis: on qualifying list → pass
decision: QUALIFIED · rationale logged per rule
caller statement → verification requested
address → postal-standard match ✓
provider → CMS NPPES match ✓
facility → authoritative record matched ✓
case sheet updated with verified facts
agent → doc-upload link texted · call continues
received → police-report.pdf · via sms
quarantine → scanned · redacted · cleared
key facts read → case sheet updated
question: which offices handle this matter?
search scope → your uploads only
source → approved-office-guide.pdf
answer grounded in your uploaded knowledge
source received · existing-intake.pdf
questions extracted → working flow draft
branches available for review and simulation
publish blocked while behavior tests fail
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
case sheet → your intake CRM · delivered once, verified
not signed by call end? → retainer follow-up, 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.