Smarter, Smoother, Simpler

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Filter PNC's with an AI Configured with Your Criteria

Try the AI or Talk to Us: (651) 401-7111
Vera AI Assistant

The Effortless Intake Flow

See how Vera seamlessly handles calls from start to finish.

1

Client Calls

A potential new client (PNC) calls your dedicated number.

2

AI Intake & Scheduling

Vera answers, gathers info, qualifies the lead based on your criteria, and can schedule consultations.

3

Instant Office Alert (Call)

Vera immediately calls your office, identifies herself, and provides a concise summary of the intake call.

4

Detailed Office Email

Your office receives an email with the intake summary and a full call transcript.

5

Client Info Email

Qualified PNC's automatically receives a customizable email with firm info and next steps.

6

Daily Summary Report

You receive a daily digest email summarizing all intake activities, costs, and outcomes.

Simple, Powerful Intake Automation

Build leads not intake teams. Vera utilizes AI configured with your intake criteria and firm preferences.

Never Miss a Lead

Provide immediate, professional response 24/7, answering every call.

Increase Staff Efficiency

Automate repetitive intake tasks, freeing up your team for higher-value work.

Improve Client Experience

Offer a modern, responsive first impression for potential clients.

Data & Insights

Gain valuable data on intake volume, qualification rates, and call reasons through automated daily summary reports.

Always Professional

Ensure every caller receives a consistently professional and patient interaction, reflecting positively on your firm.

Simple Integration

Works with your existing phone system via call forwarding. No complex setup needed to get started.

Ready to Try?

It's simple. Call the number below to either experience the AI agent or connect with our team.

Call Vera or Our Team

(651) 401-7111

Select the option to try the AI intake flow from the client's perspective.