Sterling &
Associates
An AI intake specialist that qualifies clients, schedules consultations, and maintains the discretion your firm demands.
THE CHALLENGE
A missed call is a missed client
A firm like this loses clients to whoever responds first. A call at 7pm on Tuesday sits until Wednesday morning — and by then, the caller has already reached someone else. This concept shows how AI intake can close that gap.
THE SOLUTION
AI with the discretion of a partner
An AI intake specialist now handles initial inquiries 24/7. It qualifies cases, checks for conflicts, and books consultations — all with the professionalism clients expect from a top firm.
DEMONSTRATION
The intake experience
Good afternoon. Thank you for contacting Sterling & Associates. I can help determine if we're the right fit for your legal matter. What brings you to us today?
I have a contract dispute with a business partner. Looking for representation.
Contract disputes are a core area of our practice. To connect you with the right attorney, I have a few brief questions. First, can you provide the approximate value at stake in this dispute?
Around $150,000 in unpaid invoices, plus potential breach damages.
Thank you. This falls within our firm's practice scope. I can schedule you for a consultation with Mr. Sterling. He has availability Thursday at 2pm or Friday at 10am. Which would work better?
Built for Legal Compliance
The AI clearly identifies itself as an automated assistant, does not provide legal advice, and maintains strict confidentiality protocols in accordance with bar association guidelines.
PROCESS
From inquiry to consultation
01
Initial Contact
AI engages visitor professionally
02
Qualification
Assesses case type and urgency
03
Conflict Check
Pre-screens for conflicts
04
Scheduling
Books with appropriate attorney
BUILT WITH
Ready to capture every potential client?
Let's build an AI intake system for your firm.