Industry workflow

AI Lead Capture for Legal and Accounting Firms

Qualify new matters, capture deadlines, route consultation requests, and reduce admin pressure on professional services teams.

What the agent handles

  • Matter type and urgency triage
  • Consultation request capture
  • Deadline and document prompts
  • Lead summaries for partners or admin staff
Hi, I need help. Are you available?
I can help capture the right details now. What service do you need and how urgent is it?
Today if possible.
Thanks — I’ve marked this as urgent and prepared a team handoff with your contact details.

Typical setup

Knowledge

We train the public agent on your services, locations, FAQs, pricing guidance, and escalation rules.

Workflow

We define what to collect, when to hand off, and where leads should go.

Dashboard

Your team gets visibility into conversations, contacts, reports, and follow-up tasks.

Want this for your business?

Send your website and we’ll map the first pilot flow.

Start the Conversation