Customer Acquisition · 3 agents live

Intake & Lead Qualification

Every lead captured, qualified, and routed in under 60 seconds — 24/7. No case walks to a competing firm because your office was closed.

IAIntake AgentOROrchestratorRFReferral Agent
+42%
128
Leads captured (30d)
SLA <60s
42s
Avg. response time
+9pp
71%
Qualification rate
this week
12
Unqualified filtered

24/7 AI Intake Bot

LIVE
Inbound call · 2:14 AM · +1 (512) 555-0199 · Duration 00:51
IAIntake Agent
Intake Agent· 2:14:02 AM
Morgan & Reyes, this is Alex — the after-hours intake line. Are you okay, and are you somewhere safe right now?
Caller· 2:14:11 AM
Yeah, I'm home. I got rear-ended on the 183 about three hours ago.
Intake Agent· 2:14:14 AM
I'm sorry that happened. Did you go to the ER or urgent care, or are you planning to see a doctor tomorrow?
Caller· 2:14:23 AM
ER at Seton Northwest. They said whiplash and a possible concussion.
Intake Agent· 2:14:27 AM
Thanks. Was the other driver cited by the officer on scene, and do you have their insurance info?
Caller· 2:14:38 AM
Yeah he got the ticket. State Farm policy, I have the card photo.
Intake Agent· 2:14:41 AM
Perfect. I can book you with Attorney Reyes — she handles Austin-area MVA cases. She has 10:00 AM open today. Should I hold it?
Caller· 2:14:49 AM
Yes please.
Intake Agent· 2:14:51 AM
Booked — you'll get a confirmation text with the office address in about 30 seconds.
Consultation booked for 10:00 AM with Attorney Reyes · SMS confirmation sentSee it move through the agents

Qualification checklist

Live · call #2314
  • Jurisdiction
    Confirmed TX · Travis County
    PASS
  • Liability
    Clear · other driver cited
    PASS
  • Damages
    ER visit · possible concussion
    PASS
  • Insurance
    Above minimum · State Farm PLPD
    PASS
  • Statute
    2yr TX — 730 days remaining
    PASS
Ready for attorney
Est. case value $45k–$85k · confidence 82%

Lead-to-CRM Automation

Auto-routed on qualification · avg. sync 2.3s
OROrchestrator
Lead
Call · web · SMS
Make.com
Routing scenario
Clio · CasePeer
Case file created
LeadCase typeSourceStatusSynced
Marcus AlvarezMVAAfter-hours callQualified · Bookedjust now
Priya NairSlip & FallGoogle AdsQualified · Bookedjust now
Jerome WhitfieldPremises LiabilityWeb formQualifyingjust now
Elena RuizMVAReferral · Dr. ChenQualified · Bookedjust now
Tom BeckettMed MalpracticeMeta AdsAttorney reviewjust now
Aisha KarimMVAAfter-hours callQualified · Bookedjust now

Instant Response System

Sub-60s SLA on every inbound form
41s total
0:00Form submitted
Jerome Whitfield · Premises Liability inquiry · sitewide contact form
0:08Confirmation email sent
"We got it, Jerome — an intake specialist is reviewing your case now."
0:41Pre-intake questionnaire dispatched
SMS + email · 6 questions · accident details, treatment, insurance

Contact form capture

Rolling 30-day comparison
Before AI
Manual follow-up · avg. 6.4 hrs
38/100
62 lost to first-responder
After AI
Instant response · avg. 41s
94/100
6 filtered as unqualified
Additional cases captured / mo+56

Unqualified leads filtered

Ad spend protected · attorney time preserved
12 this week
  • Dan H.Jurisdiction
    Wrong jurisdiction · OK resident, OK accident
  • Karen M.Liability
    Liability unclear · rear-ended parked car (client at fault)
  • Rob T.Insurance
    Below insurance minimum · uninsured motorist, no UIM coverage
  • Sasha L.Damages
    No damages · declined medical, no treatment planned
  • Miguel P.Statute
    Statute expired · accident 26 months ago in TX
Estimated attorney hours preserved4.8 hrs / wk

Referral pipeline

Sources tracked · nurture on autopilot
RFReferral Agent
  • Dr. Amelia Chen (Chen Orthopedics)Provider
    Thank-you sent · Q3 lunch scheduled
    8
    cases · 30d
    Last referral: 3 days agoNurture active
  • Hollis & Park LLP (conflict referrals)Attorney
    Quarterly fee report queued
    5
    cases · 30d
    Last referral: 1 wk agoNurture active
  • Client — Elena RuizPast client
    Handwritten note dispatched
    2
    cases · 30d
    Last referral: 5 days agoNurture active
  • Google Local ServicesMarketing
    Bid auto-tuned · CPL $312
    14
    cases · 30d
    Last referral: TodayNurture active
  • Austin MVA Support FB groupCommunity
    Monthly Q&A post drafted
    3
    cases · 30d
    Last referral: 2 days agoNurture active