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AI Receptionist & Intake Automation

AI Receptionist & Intake Automation

AI Receptionist & Intake Automation

Goldfarb & Luu PC — estate planning law firm, Tarzana CA

An estate-planning law firm was fielding new-client intake by hand. We proposed and demoed an AI voice receptionist to handle first contact and intake.

An estate-planning law firm was fielding new-client intake by hand. We proposed and demoed an AI voice receptionist to handle first contact and intake.

PROJECT ARCHITECTURE

Operational flow at a glance

Operational flow at a glance

Completed

01 — INPUT

An estate-planning law firm was fielding new-client intake by hand. We proposed and demoed an AI voice receptionist to handle first contact and intake.

02 — SYSTEM

Prospective client calls the firm • AI receptionist answers & screens the matter • Intake details captured automatically • Case routed to the right attorney

03 — DELIVERY

Live demo build of an AI voice receptionist • Automated client-intake flow for estate-planning inquiries

CAPABILITY STACK

AI Voice Agents • Legal Intake Automation

HOW IT WORKS

Prospective client calls the firm • AI receptionist answers & screens the matter • Intake details captured automatically • Case routed to the right attorney

WHAT WE BUILT

Live demo build of an AI voice receptionist • Automated client-intake flow for estate-planning inquiries

CAPABILITIES

AI Voice Agents • Legal Intake Automation