Professional Client Intake & Retention

Capture High-Value Retainers
Without Being Tethered to Your Phone.

New clients expect immediate professionalism. Ensure every inquiry is met with an instant, branded SMS follow-up that schedules a consultation automatically.

01. THE MISSED CALL

Lead Seeking a Consult

You are in court, a meeting, or focusing on billable work. A potential client calls. If you don't answer, they call the next firm.

02. THE TEXT-BACK

"Want to schedule a call?"

Our system instantly sends a professional SMS: "I'm currently in a meeting. Would you like to schedule a brief consultation?"

03. THE RESULT

New Client on Retainer

The lead books a time on your calendar. You secure the consultation fee and the retainer without interrupting your workflow.

Trust is Built on Reliability.

Capture high-value retainers while you are in court or in meetings. A missed call for a consultation can result in a lost retainer and a damaged reputation for reliability.

Stop trading billable hours for administrative phone tag. Let automation handle the intake.

Billable Focus
Opportunity Cost

Every minute spent chasing missed calls is a minute not billed. Our system protects your time and your pipeline simultaneously.

Pilot Application & Discovery

We prioritize firms with high lead volume (Law, Accounting, Consulting).

01. Firm Profile

02. Lead Volume

03. Customization