Protect your marketing investment
You already paid to make the phone ring
Missed calls send your potential clients to another firm. Your ads, referrals, and reputation generated the inquiry. When it reaches voicemail, the caller keeps looking. Tina gives more of those inquiries a clear path to book while your team keeps working. You do not need another receptionist, a distracting DIY automation project, or another system to manage.
- Marketing creates interestAds, referrals, and reputation
- A potential client callsYour phone starts ringing
- Your team is unavailableTina answers the overflow call
- Intake is completedYour approved questions are asked
- Your firm gets a resultBooked, transferred, or routed
How it works
Your team stays first. Tina covers the gaps.
Your staff answers calls as usual. Unanswered and after-hours new-client calls forward to Tina after the delay you choose.
Tina identifies itself as a virtual intake assistant, follows your approved questions, and routes anything outside scope.
Appropriate callers are offered an available consultation time. Your firm receives the booking, intake summary, or escalation result.
Why managed intake
We set up and run your missed-call intake system.
We design the caller experience, configure the tools, test the difficult paths, monitor production calls, and improve what is not working. More inquiries reach a useful result: booked, transferred, escalated, or summarized for follow-up. You get one accountable service, not another dashboard.
Built around your firm
- Estate-planning-specific intake design
- Your approved questions and responses
- Your calendar, routing, and escalation rules
- Overflow and after-hours coverage
Managed after launch
- Difficult caller and failure-path testing
- Call outcomes tracked from first answer to final result
- Monthly outcome reporting
- Ongoing corrections to the intake flow
Founding managed-intake pilot
A complete overflow-intake system, built and managed for you
90-day term beginning when your intake system goes live.
- One overflow or after-hours call flow and one estate-planning intake process
- Up to six approved intake questions, one calendar, booking, summaries, routing, and escalation
- Launch testing and ongoing call-outcome monitoring
- Up to 100 new-client conversations per month, one revision per month, and a monthly report
Phone or answering-platform charges, calendar fees, usage, and other third-party costs are not included. We identify those costs before implementation begins.
Request a 15-minute intake reviewFit
Is Tina for your firm?
A strong fit
- You run a solo or small estate-planning firm.
- Your staff should answer first, but some new-client calls reach voicemail.
- You have defined consultation availability.
- You want the intake process monitored and managed.
Probably not a fit
- Your team already answers every call, including after hours.
- Your calendar is completely full and you cannot handle more cases.
- You need a general call center for existing-client support.
- You want software to configure and manage yourself.
FAQ
What attorneys ask before moving forward
Does the AI give legal advice?
No. Tina follows the administrative intake questions and responses your firm approves. Legal questions and anything outside scope are routed to your team.
Do I have to change my phone system?
Usually not. Most business phone systems can forward unanswered or after-hours calls. We confirm compatibility before implementation and identify any third-party costs first.
Can't my assistant just call missed callers back?
By the time your assistant calls back, the prospective client is already booking with another firm. People looking for legal help keep calling until someone answers. Tina captures the inquiry while they are ready to act, before the consultation goes elsewhere.
Will callers know they are speaking with AI?
Yes. Tina identifies itself as the firm's virtual intake assistant. It does not pretend to be a receptionist or an attorney.
Does Tina decide who becomes a client?
No. Tina follows administrative criteria your firm approves. Your attorneys decide who the firm represents.
Does Tina text callers?
Only when the caller requests it or the firm has the appropriate consent. Voice intake does not depend on automatic missed-call texting.
What technology does Tina use?
We use vetted third-party answering, scheduling, and integration tools. Our service is the intake design, configuration, testing, monitoring, and improvement around those tools. We disclose the providers and costs before implementation.
What happens when a caller needs a person?
Tina follows the route your firm approves: transfer the call, take a message, or flag it as urgent. Dedicated human fallback can be added separately when needed.
Intake review
Find out where new-client calls are falling through
In 15 minutes, we'll map what happens when your team cannot answer, confirm whether your phone setup can forward those calls, and identify the likely third-party costs. No implementation work begins until compatibility and costs are confirmed.
Call the live demo
Speak with the same virtual intake assistant we set up and run for estate-planning firms.
What happens next
We reply with times for your 15-minute intake review.
Have the name of your phone provider handy. We will map your current call flow and tell you whether your setup works before implementation begins.
Clear scope, before you buy
$500 implementation + $199 per month for the founding pilot.
Third-party platform and usage costs are separate and confirmed with you first.