How the intake assistant works
Answer
Missed calls, web forms, email and website chat land in one thread
and get a written reply in under 60 seconds — nights, weekends and the
week after a funeral. Voicemail is transcribed into the same thread. No
synthetic voice on the line with a grieving family.
Qualify
Your gate is applied identically every time: estate value, county,
matter type, whether probate has already opened. Families below the line
get a courteous referral out rather than silence.
Book
Qualified families are placed onto the correct attorney's calendar,
with the verbatim transcript written into Clio, Lawmatics, Smokeball,
MyCase, PracticePanther, Filevine or Actionstep for the conflict check
and Rule 5.3 supervision.
What it costs · Why us