Ezra.
02 · Intake

AI client intake that never sleeps.

A missed call is a missed client. Ezra answers every inbound enquiry with a voice agent that qualifies, books and logs — so nothing depends on someone being free to pick up. It's the AI-native front office that replaces Clio Grow, writing every lead back to Clio Manage.

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At a glance

Every enquiry answered in seconds, day or night
  1. 01

    Enquiry in

    call · form · ad · referral

  2. 02

    AI triage

    qualify · score · conflict

  3. 03

    Booked

    right fee-earner's calendar

  4. 04

    Lead created

    full context attached

What it does

01

A voice agent that answers and acts

Inbound calls are answered by a voice agent that qualifies the enquiry, captures contact and matter detail, books the consultation onto the right fee-earner's calendar, and creates the lead in the pipeline — all before anyone reaches for the phone. Per-firm config controls the script and voice.

02

Six lead sources, one queue

Web forms, phone calls (Infinity and MediaHawk), email, voice agent, manual entry and referrals — all land in one stage-tracked pipeline. Nothing falls between the tools.

03

A native forms editor that partners can embed

Build intake forms in a drag-drop editor — fields, conditional logic, per-form email actions. Embed on any partner site with a one-line script; UTMs and ad click IDs are forwarded automatically. No third-party form vendor required.

04

AI on every lead, working alongside you

Every lead gets an AI summary, a relevance score and a quality rating — automatically. Duplicate enquiries are flagged for review, never silently merged. Conflict-of-interest triggers run before anyone touches it.

05

Follow-up that never drops the ball

No answer? The agent follows up automatically on the client's preferred channel — WhatsApp, then SMS, then email. A reply re-engages it; a human taking over, or a conflict flag, pauses it at once. Every client-facing message waits for approval before it sends.

06

A clear three-state lifecycle

Every lead moves through three states — new, promising, qualified — with a verified flag once the basics are checked. The pipeline tells you exactly where the next ten minutes should go.

What’s included

  • Voice agents that answer, qualify, book and create the lead
  • Replaces Clio Grow — intake, CRM and booking, AI-native
  • Six lead sources unified into one stage-tracked pipeline
  • Native drag-drop forms editor — embeddable on any partner site
  • AI summary, relevance score and quality rating on every lead
  • Automatic multi-channel follow-up (WhatsApp → SMS → email)
  • Duplicate detection and conflict-of-interest pre-checks
  • Consultation booking onto the right fee-earner's calendar

Works with

Clio Manage Infinity MediaHawk mmunicMail ElevenLabs Twilio Cal.com

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