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Law Firms & Accountants

Your billable time is worth too much to spend on scheduling and intake.

Sound familiar?

Someone needs a lawyer. They Google, they call three firms, and they go with the one that answers first. If your office didn't pick up or your WhatsApp reply came two hours late. you lost them.

Your team spends hours on intake calls that go nowhere. Half the inquiries aren't the right fit. The other half need scheduling, document collection, and follow-up emails that someone has to manually handle.

Meanwhile, past clients who could refer you business haven't heard from you in months. And potential clients who said "I'll think about it" three weeks ago? Nobody followed up.

Here's how it works

Agentix agents handle client acquisition so your team focuses on casework.

Every inquiry gets an immediate, professional response. The agent conducts intake: what type of case, urgency, basic details. Qualified prospects get scheduled for a consultation directly in your calendar with all the context attached.

The follow-up agent stays on prospects who didn't book. checking in at the right intervals, never pushy, always professional. Past clients get periodic touchpoints that keep referrals flowing.

Your attorneys bill hours. The AI handles the rest.

What changes

  • Professional instant response to every inquiry, 24/7
  • Automated intake that filters by case type, urgency, and fit
  • Consultation scheduling with calendar integration
  • Smart follow-up on prospects who didn't convert yet
  • Client relationship management that drives referrals

The agents that make it happen

Frequently asked questions

What challenges do law firms and accounting firms face with client intake?

How can AI help law firms acquire more clients?

Is AI-based client intake professional enough for legal and accounting services?

Want to see what this looks like for your business?

Book Your Free Consultation