What These 3 Videos Show: Fully Automated After hours Intake
Demo #1: This video shows what happens when a qualified lead calls in. I explain the qualification criteria, and then demo an AI call as a prospective client at the 1:10 mark.
Demo # 2: This video shows what happens when a qualified lead submits a form. I submit some test data as a prospective client and then the AI calls me to schedule a consultation at the 1:43 mark.
Demo #3: This video shows what happens when an unqualified lead engages with a chatbot. I send some test data to the chatbot as a prospective client, and then the AI calls me at the 1:09 mark to review next steps.
Each video shows a real client flow:
• Instant after-hours response
• Case qualified on the spot
• Zoom consult booked automatically
• Confirmation emails sent (client and internal)
This system works while your team sleeps, so you never miss another late-night case.
Frequently Asked Questions
Setup & Integration
Will we have to configure any of this ourselves?
No, we build out the system entirely and customize it to the tools you already use. You simply wake up with more consultations on your calendar.
What systems does it connect with?
Zoom, Clio, Filevine, Gmail, Airtable, Twilio, MyCase, and more. Whatever your firm is already using, we can integrate with it. Or we’ll build a custom bridge if needed.
What if we already have a receptionist or intake staff?
Great. Our system isn’t here to replace your team. It’s designed to fill the gaps. We typically handle after-hours, weekends, overflow, or leads that come in through forms or chat.
Will this mess up my current working hours intake system?
Not at all. Our system is designed to run after-hours without interfering with your daytime team. We configure it to auto-activate after 5PM and shut off when your team logs in, all with a simple push of a button. No overlap, no disruption.
How much work is required on my part to get this up and running?
We handle 98% of the setup. You’ll need to join 3 short calls:
- Onboarding Call– we learn your current workflows & tools
- Overview Call – we walk you through your custom buildout
- Deployment Call – we go live and test everything with you
Everything else — integrations, automations, and call flows — we handle.
AI Behavior & Call Handling
How often does it hallucinate, and how bad is it when it does?
Fewer than 1% of calls fully derail because the AI gets confused or goes silent. In roughly 5% of calls it might say something slightly robotic or superfluous, like referencing the time zone, but the intake still completes successfully. When needed, the system either self-corrects or exits gracefully.
What if our prospects don’t want to talk to AI?
We hear that a lot, until people try it.
The system introduces itself clearly as AI, asks smart, fast questions, and either books a consult or collects everything for your team. If a caller prefers, they can press 1 to leave a voicemail or request a callback.
What if a lead asks a question the AI can’t answer?
The system is trained to handle 95% of intake conversations. If something falls outside that scope, it asks for clarification, flags the interaction, or passes it to your team. You’ll get the transcript and any missed details.
What happens if the lead isn’t qualified?
We can flag the lead, ask clarifying questions, or send a friendly follow-up email. You choose how you want non-ideal leads handled — nurture, route, or discard.
Can I customize the voice, tone, or script?
Absolutely. We match your firm’s brand, tone, and style. We can even adjust the AI’s voice and delivery — from professional to casual — and tailor every question or logic flow to your preference.
Does this handle text messages, forms, or chatbot. Not just phone calls?
Yes. The system can intake leads from calls, form submissions, SMS, and chatbot interactions and unify all of it into a consistent qualification and follow-up workflow. The demo shows how it handles inbound calls, form, and chatbot input.
How does the scheduling know the availability?
The system syncs with your real calendar — including tools like Google Calendar, Calendly, or Zoom — and checks availability before offering any consult times. It updates every 15 minutes to reflect the latest openings and blackout times. You can also define buffer windows, set limits per day, or block out specific days entirely. It’s fast, flexible, and built to prevent double-booking.
Performance, Proof & Outcomes
How do I know it’s working?
We give you full visibility into performance with real-time data. You get access to call transcripts, booking confirmations, lead logs, and reports so you can see exactly what’s happening. No black box.
How will you keep us updated?
We send regular performance summaries straight to your inbox and review them with you to make sure the system is hitting your goals. You’ll always know exactly what’s working, what’s booked, and what’s next.
What results should we expect?
Most firms close more high-value cases just by not missing late-night calls and form submissions. You’ll respond faster, qualify more leads, and save your team time every week.
Can I try it before committing?
We don’t offer trials, this isn’t off-the-shelf software. Every system is custom-built and takes real time to integrate. That said, the initial contract is only 3 months, and if you don’t love it, we can revert everything back without disrupting your current setup. The demo shows exactly how it works.
What if we don't book more qualified appointments?
If you don’t book at least 3 new qualified appointments in our 90 day pilot period, we refund you 50% of the total amount within a week.
Pricing, Contracts & Support
How long is the contract?
How long is the contract?
We start every firm on a 90-day pilot. At the end of that period, one of three things happens:
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You choose not to continue and we restore everything back to how it was before we started.
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You love the results but want to manage the system yourself, so we hand everything over or build out your own sub-accounts if needed.
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You continue working with us, either keeping just this service or expanding into additional automations.
Plus, if you don’t book at least three new qualified appointments in the pilot period, we refund 50% within a week.
What’s the pricing?
Most firms invest between $1,000–$3,000 per month depending on complexity, call volume, and the level of ongoing support you need. We’ll scope the work together so there are no surprises.
What if I want ongoing support and don’t want to deal with the tech at all?
Perfect. That’s our favorite kind of client. We will build, manage, and optimize everything behind the scenes so you only need to focus on the qualified consultations showing up on your calendar.
Do you offer working hours intake too?
Yes, but our specialty is after-hours. That’s where most firms lose their biggest cases. If you need daytime coverage too, we can build that into your system.
Do you offer anything besides intake?
Yes. We can also help with lead nurturing, CRM cleanup, client follow-up workflows, and more.
Your demo did not show SMS follow-up. Do you offer that as well?
Yes, SMS follow-up is fully supported. After a lead call, form, or chat interaction, we can automatically send custom follow-up texts to confirm consults, collect missing info, or nurture unresponsive leads. It’s completely customizable.