Ezra.
02 · Intake

AI client intake that never sleeps.

A missed call is a missed client. Ezra answers every inbound enquiry with a voice AI agent that qualifies, books and logs — so nothing depends on someone being free to pick up.

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What it does

01

A voice agent that never misses a call

Inbound calls are answered, qualified and triaged by a human-like AI agent — capturing the enquiry, checking the basics and routing it to the right fee-earner before anyone reaches for the phone.

02

Intake forms built for the work

Per-practice-area intake forms capture exactly what each matter type needs, feeding straight into a stage-tracked pipeline so qualification never starts from a blank page.

03

Booked before anyone picks up

Qualified enquiries get a consultation booked onto the right fee-earner's calendar automatically — with the lead, the notes and the context already attached.

What’s included

  • A voice AI agent that answers and qualifies every inbound call
  • A lead pipeline with stage tracking from first contact
  • Intake forms tailored per practice area
  • Consultation booking onto the right fee-earner's calendar
  • An AI assistant on every record — drafting, summarising, nudging

Works with

Clio ManageInfinitymmunicMailCal.comElevenLabs

More of the funnel

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