Features
AI phone intake with natural voice conversation
Web intake chatbot for website visitors
24/7 lead capture and qualification
Automated contact and matter creation in legal CRMs
Referral network for cross-firm referrals
Integration with scheduling tools (Calendly, Acuity)
Custom webhook support for any third-party tool
Detailed call notes and transcripts
Practice area-specific intake workflows
Multi-channel intake (phone + web chat)
Lead pipeline management and lead scoring
Real-time notifications for new intakes
Customizable intake scripts and questions
Analytics dashboard for intake performance
Developer API for custom integrations
AI Agents for automated workflow execution
Flow Builder low-code automation design tool
Sidekick natural language AI assistant
Flow AI in-platform automation assistant
Voice AI for patient communications
Automated copay estimation with RTE verification
Care gap outreach and self-scheduling
Automated referral management and leakage reduction
Automated appeal letter generation
Real-time eligibility verification
Patient intake and registration automation
Order transcription automation
Denial prevention workflows
Pre-procedure instructions via Voice AI Agent
