Intake, scheduling, and chasing paperwork eat the hours your firm could bill. Your AI takes all three off your desk, while every question that needs professional judgment goes to your people.
Miller & Chen LLP · front office, one agent
A prospective client who reaches a firm and waits often hires the firm that answered. The agent takes the inquiry the moment it arrives, gathers the matter details and the basics you need to assess fit, and assembles a clean intake your team can act on, while the prospect is still deciding.
Captured the moment it arrived. Nothing left to age on a callback list.
Scheduling a consultation usually burns a dozen emails and a junior person an afternoon. The agent offers your real availability, books the meeting, and confirms it, then sends the reminder so the prospect shows up. The hours your team spends playing calendar tag turn back into hours they can bill.
Engagement letters unsigned, financials not sent, the form still outstanding: every stalled matter has a document waiting on it. The agent follows up for what is missing, reminds the client until it arrives, and tells your team when it lands, so the matter keeps moving without anyone on your side babysitting it.
A matter should not sit waiting on a retainer that no one has collected. The agent sends a pay-by-text link for the engagement fee, the client pays from their phone, and the work can start sooner. It sends the link and takes the payment; it does not touch trust accounting or your billing rules, which stay with your firm.
The agent does the front-office work and stops cleanly at the line where expertise begins. It gives no legal opinions, tax positions, or consulting recommendations, and any question that calls for professional judgment goes to your people, so the advice that carries your firm’s name comes only from those licensed to give it.
Do I have a strong case here?
Intake and scheduling only. Never legal, tax, or consulting advice.
Let your AI run intake, booking, and document chasing while your people do the work that bills and gives the advice. Start from a professional-services preset and be taking intake by next week.