How It Works

From the moment the phone rings.

Watch what happens between the call and the case — then read the plain-English version below.

In plain English

What just happened, step by step.

  1. 01

    Every call answered

    The AI picks up in under three seconds — 24 hours a day, in your caller’s language. No hold music. No voicemail. No call tree. The lead is captured the moment they say hello.

  2. 02

    One profile per lead

    The conversation gets transcribed live. Name, incident, insurance, severity — captured in a structured case file before the call ends. No paperwork. No data entry.

  3. 03

    Scored 0–100

    Every lead rated across five dimensions: insurance coverage, liability, evidence, injury severity, statute of limitations. Your team sees the score before they pick up.

  4. 04

    Owned by your team

    Tasks, comments, escalation timers, document uploads — all live on the lead itself. Nothing slips through the cracks, and everyone knows who owns what.

  5. 05

    Follow-up on autopilot

    Sign the lead and the cadence starts. SMS, email, calendar invites, retainer links — all automatic. The case lands in your CRM the moment the retainer is signed.

See it run on your firm's calls.

We'll configure a demo intake agent for your practice area and walk you through a live call — using your firm's actual qualification criteria.

Request a Demo