Setup
Live this afternoon
No implementation call, no onboarding queue, no account manager. You do it yourself in the dashboard, and you test it before a single client hears it.
- 01
Tell us about the firm
Name, timezone, practice areas, and when you want calls answered — every call, after hours only, or overflow when the line is busy. Three screens, about four minutes.
- 02
Check the questions
We seed the intake fields and screening rules for your main practice area. Personal injury gets date of incident and a statute check; criminal defense gets charge and custody status. Edit anything.
- 03
Connect a line
Choose a local or toll-free line and we attach it to your agent in a single step, usually in under a minute. The line comes with your plan; there is nothing to buy separately.
- 04
Point your line at it
Forward your office number to it — all calls, or only after hours and when busy. Nothing changes on your existing line until you do this, so you can test first.
- 05
Call it yourself
Before you send a client to it, be a difficult caller. Interrupt it, ask what your case is worth, ask if it is human. If the voice does not convince you, do not go live.
What happens after each call
Within about a minute you get an email — and a text, if you want one — with the caller, a summary, and every intake field the agent collected. The full transcript and the recording are in the dashboard. Booked consultations land on your Google Calendar with the intake in the event description, so you open the appointment and already know the story.