Industries — Legal
The client who cannot reach you hires the firm that answered.
Law firms lose matters in the gap between the first call and the first consult. A managed AI workforce answers intake, screens against your criteria, books the consult, and collects what the first meeting needs, while advice, fees, and engagement decisions stay with attorneys.
The operating reality
Where this industry's hours and opportunities actually go.
- Intake calls land during court hours and go to voicemail
- Consults are booked days out and no-shows are never followed up
- Callbacks wait for a paralegal who is already at capacity
- Intake details are retyped from notes into the matter file
The workforce here
What the roles actually do in legal.
The same governed roles, configured for this operating reality. Each acts only within written authority and escalates to your people by design.
Reception Officer
Answers intake calls and messages, screens against your criteria, and captures the facts your intake form asks for.
Scheduling Officer
Books and confirms consults against attorney availability and sends reminders that cut no-shows.
Document Officer
Collects the documents and details your checklist requires before the consult, and nothing more.
Opportunity Coordinator
Follows up with prospective clients who went quiet after intake, at the cadence you approve.
Boundaries & oversight
What stays human here — permanently.
- No legal advice, fee quotes, or case assessments under any circumstance
- Conflict checks and engagement decisions stay with attorneys
- Every conversation is logged and reviewable by the responsible attorney
See what this looks like in your operation.
A C.L.A.R.I.T.Y. Assessment reviews intake volume, consult no-shows, and where prospective clients currently go quiet.