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Automate clientintake and scheduling
Let AI qualify potential clients, gather case requirements, and book meetings directly into your calendar with fast, natural voice flows.
Never miss a high-value lead
For legal practices and consultants, response time is often the biggest predictor of conversion. Vani greets prospects instantly and keeps the first interaction structured.
The agent can filter by budget, jurisdiction, urgency, and fit before a partner ever touches the record, so your calendar stays focused on worthwhile conversations.
Intake protocol features
Legal Intake
Screen potential clients with decision trees that identify case viability quickly.
Auto-Scheduling
Book meetings only when you are free by syncing with Google or Outlook.
Pre-Call Prep
Collect project details and scope requirements before the first consultation.
Lead Qualification
Filter unqualified leads by budget, need, and urgency automatically.
Re-engagement
Nurture old leads who have not booked yet with structured follow-up calls.
Virtual Receptionist
Route urgent matters to your cell while handling routine queries autonomously.
A fully automated intake pipeline
Professional service teams used Vani to handle first contact, protect partner time, and drive a more consistent intake experience across every lead source.
“The quality of my consultations improved because the agent filtered the noise before a prospect ever reached me.”
Streamline your client intake stack
Launch a custom voice workflow for your firm and turn first contact into a faster, more reliable revenue process.