Case Assistant handles first-round client intake calls and triage, so your team spends time on matters that are actually a fit.
Case Assistant answers new-client calls and web inquiries 24/7, so no lead goes cold overnight.
Every call ends with a structured summary: practice area, urgency, conflicts check flags, and next steps.
Qualified leads are routed straight into your calendar and practice management system.
1. A prospective client calls or messages the firm after hours.
2. Case Assistant gathers the basic facts, practice area, and urgency in plain language.
3. A conflicts check runs automatically against your existing client list.
4. A structured summary and recommended next step land in your inbox before your team's first coffee.