New lead: intake to warm handoff.
The intake assistant gathers the caller's details and hands him to the team. The caller says he thought he was talking to a real person.
- Intake assistant
- Caller
Real Conversations. Real Results.
See how our AI front desk handles real bankruptcy intake calls: politely, accurately, and without missed steps.
Sage and Samantha are Morrison Law Group's AI assistants, shown with permission.
After-hours message.
The receptionist explains the staff member's hours and takes a detailed message about the client's questionnaire.
- Receptionist
- Caller
Returning client routed to case manager.
The receptionist routes a past client to his office's case manager.
- Receptionist
- Caller
Returning client books a consult.
The receptionist routes a returning client to the team, who update her contact details and schedule a Zoom consultation.
- Receptionist
- Caller
Cost question from a new lead.
The intake assistant answers the intake questions and starts the transfer to staff.
- Intake assistant
- Caller
The Real Problem Isn't Leads
“Call them, text them, but if you only email, don't blame them when you don't hear back.”
Firms don't have a lead problem. They have a follow-up problem.
Before Retainer Pro
- Missed calls and lost opportunities
- Inconsistent follow-up
- Leads falling through the cracks
- Staff overwhelmed with routine tasks
After Retainer Pro
- Every call answered 24/7
- Automated, consistent follow-up
- No lead left without a next step
- Team focused on high-value work
See it in action.
One real lead, start to finish. A Morrison Law Group client we will call Andrew found us at 4 a.m. and retained the firm the next day. Names and details are anonymized.
- NewSep 27, 4:15 a.m.Donna · Intake
Andrew finds the firm overnight and fills out the web form. Donna captures the lead before anyone is in the office.
- Consultation bookedSep 27, 4:29 a.m.Donna · Intake
Still before office hours, he books a consultation through the online scheduler. A confirmation and reminder go out automatically.
- Consultation bookedSep 27, 4:30 a.m.Nikki · Follow-up
AndrewConfirm
NikkiPerfect. You're all set for Monday at 10 a.m. The intake form is linked above. It's quick and helps the attorney get ready for you.
- QualifiedSep 27, morningNikki · Follow-up
AndrewI really need your help as soon as possible.
AndrewPlease tell the attorney I'm hoping to get an automatic stay in place to protect my property and my family.
NikkiAbsolutely. I'll flag that as a priority for the attorney, and he'll go over your situation and your options for protection.
- QualifiedSep 27, eveningNikki · Follow-up
AndrewI looked at the intake form and I think I answered a question wrong. Is that okay? I didn't realize I did it.
AndrewIt's the past-taxes question. I'm on a small payment plan from the divorce. I can pay it off. Sorry, that's my fault.
NikkiNo need to apologize. That's helpful to know. Just mention the payment plan on the call and the attorney will update everything. You're doing great.
- QualifiedSep 27, eveningNikki · Follow-up
AndrewI'm not good at phone stuff, so please don't give up on me with the Zoom. I'm just not tech savvy and I don't want to miss this.
NikkiNo worries at all. We'll make sure you get connected, and if you have any trouble joining we'll walk you through it. You've got this.
AndrewI'm scared and stuck. It's been a nightmare and I don't want to blow it. Honestly it's my kids, they need a break.
NikkiYou're not going to blow it. Being honest like you just were is exactly what helps. The attorney will walk you through everything, no judgment. Tomorrow is a fresh start for both of you.
- QualifiedSep 27, 8:00 p.m.Nikki · Follow-up
AndrewYes, I'll be there.
NikkiPerfect. We'll see you in the morning. You've got this.
- RetainedSep 28, consultation dayWith the attorney
After the consultation, the attorney sends the fee agreement. Andrew signs it and retains the firm.
I was terrified, and today was not what I thought it would be. It was calm, and she made me feel like everything was going to be okay.
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