See your intake process in action.
Bring a representative matter and the questions your team would want answered.
Choose a voice conversation, a chat conversation or both. We’ll walk through the intake, the information that would reach your team and the next step appropriate to the matter.
Make the demonstration relevant.
Tell us the practice areas you handle, where your clients are based and which part of intake you want to improve. Include your practice software and any booking or follow-up requirements.
Review the whole handover.
Assess the conversation and the resulting matter summary together. Discuss how the workflow would handle a suitable prospect, incomplete information and a matter outside your scope.
Use representative scenarios rather than confidential client details for the initial discussion.
Request your legal intake demo
Contact hello@voiceclick.ai.