First-contact intake run properly — the matter understood, the documents collected, conflicts flagged and the consultation booked — so your first hour is spent advising, not asking.
I need help with a tenancy dispute.
I can set that up. A few short questions first, then I'll book you with a partner.
Matter type logged
Consultation booked · Tue 15:00
Partners take first calls that could have been a form.
The consultation starts without the papers it needed.
Campaign enquiries arrive on the weekend and nobody replies until Monday.
Across the customer journey
Asks the questions your intake form would, in conversation, and routes the matter to the right practice area.
It's about a contract with a supplier.
Understood. Was the contract signed in writing, and roughly what value?
Routed to commercial
Connects to
Confirmed against your actual stack in the discovery call — we say what connects before you sign.
Built to be trusted
Answers only from what you approve
The agent speaks from your content and your rules. Where it does not know, it says so and hands over.
A person for every judgement call
Escalation is in every plan: the right colleague gets the conversation with the full thread attached.
Every conversation on record
Each exchange is kept with its outcome, so you can see exactly what was said and what was done.
Your data, where you need it
Handling agreed in writing, and a fully private deployment on your own infrastructure when residency demands it.
No. It gathers facts and documents and books the consultation. Advice comes from your people.
Data handling is agreed with you during scoping, and private deployment on your own infrastructure is available for firms that need it.
Yes. Accountants, advisers and consultancies run the same intake-documents-consultation sequence.
Other industries
Replies in seconds, any hour
Fifteen minutes on how customers reach you today, and a fixed quote in writing afterwards.