How It Works
A structured process to configure, test, and deploy an intake assistant tailored to your firm.
Content Collection
We gather your firm's approved materials: website content, FAQs, practice area descriptions, and any other documents you want the assistant to reference. You control exactly what information is available.
Configuration
We configure the assistant with your intake preferences: scheduling links, lead routing rules, escalation keywords, office hours, and brand voice. You define the boundaries and behaviors.
Testing
We provide a test environment where you can interact with the assistant and verify it responds appropriately. You approve the assistant's behavior before it goes live.
Deployment
Once approved, the assistant is deployed to your website or made available through a dedicated link. Your team receives documentation on how to access conversation logs and lead data.
Ongoing Support
We monitor performance and provide regular tuning based on conversation data. You can update approved content at any time, and we adjust the assistant accordingly.
Integration Options
Deploy the assistant in the way that works best for your firm.
Website Embed
Add the assistant to your website with a simple code snippet. It appears as a chat widget that visitors can use to ask questions and start the intake process.
Dedicated Link
Share a standalone link in emails, ads, or social media. Prospective clients can access the assistant directly without visiting your website.
Scheduling Integration
Connect with Calendly, Acuity, or other scheduling tools to let the assistant book consultations directly during the conversation.
CRM Integration
Route lead data to your CRM via webhook. Capture contact information, case details, and conversation summaries automatically.
Typical Setup Process
Content collection and initial configuration
Testing and refinement with your team
Go-live and ongoing support
Ready to Get Started?
Schedule a demo to discuss your firm's needs and see the intake assistant in action.