AI Legal Intake Specialist

Julian is your AI legal intake specialist—trained to capture key case details like injury type, accident date, and liability, and escalate qualified leads to your attorneys in real time.

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Julian the Phone Agent

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Use Cases

First to reply, first to close. Accelerate pipeline generation with an always-on digital worker, converting prospects 24/7. Julian is trained to handle personal injury intakes with professionalism and care. He fields every inquiry, gathers key case facts, and connects serious leads to your firm in real time – so you’re always the first to respond. Prospective clients get immediate attention and compassionate guidance, giving you an edge over competitors.

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Inbound qualification and speed to lead

Julian responds within seconds to inbound leads, using your firm’s intake script to qualify cases (e.g., type of injury, liability criteria) before live-transferring or scheduling a follow-up with an attorney.

Lead nurture and funnel optimization

Lead nurture and funnel optimization

Julian re-engages old leads. He reaches out to prior inquiries who didn’t sign with your firm, checking in on their status and opening the door for a second chance at representation.

Consented multi-channel outbound

Consented multi-channel outbound

Julian works 24/7 to engage prospects and scale outreach while maintaining a genuine connection with clients at every touchpoint.

Listen to Julian

Julian delivers delightful and personalized conversations. Always available, endlessly patient, and able to reason, predict, and act in real-time.

A better way to accelerate your inbound conversion.

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Sales

Instantly engage every potential client that contacts your firm, setting consultations faster and increasing signed retainer agreements.

Follow up with prior consultations that didn’t immediately convert and schedule second meetings or calls, ensuring promising cases aren’t lost due to delay.

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Marketing

Promptly follow up with leads from attorney referrals, legal directories, or social media inquiries – demonstrating your firm’s responsiveness and care from the first interaction.

Julian can also reach out to participants after legal seminars or community Q&A sessions hosted by your firm, converting educational event attendees into clients by inviting them to a one-on-one case review.

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Revenue Operations

Track real-time data on lead sources, qualification rates, and average time from inquiry to engagement to pinpoint where your marketing and intake efforts succeed most.

By maintaining consistent follow-up and immediate intake, Julian reduces the chance of losing a client due to slow response, improving your firm’s overall conversion rate and ROI on marketing spend.

Julian's Average Impact

Speed to lead

<20s

Julian calls prospects less than 20 seconds after they complete an inbound form.

Inbound conversion %

+61%

Decreasing lead response time results in a better buying experience.

Win rate

+3.5%

80% of buyers buy from the first vendor to respond. Julian drives a higher win-rate by always being first.

Trusted by 100s of world class GTM teams:

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Hire AI Legal Intake Specialists

Automate every step of your legal intake pipeline – from answering calls and qualifying cases to nurturing leads and scheduling consults – with a reliable AI assistant that ensures no client inquiry goes unanswered.

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