Structured client intake
Captures the same fields every time: matter type, parties, dates, jurisdiction, urgency. Delivered to you as a clean summary.
Legal & professional
Intake is the
work before the work.
A prospective client calls once. If reception is in court paperwork and the call goes to voicemail, that instruction goes to the firm down the street. The intake conversation is also the one most likely to be done badly under time pressure — incomplete, unrecorded, unqualified.
Where it leaks
01
Enquiries arrive while you are in court
The hours you are least reachable are ordinary business hours. There is no shift pattern that fixes it and no client who waits patiently.
02
Intake quality varies by who answers
The same enquiry produces a two-line note or a full matter summary depending on the day. Structured intake should not be a matter of luck.
03
Unqualified enquiries consume fee-earner time
Consultations booked without screening waste the most expensive hour in the building. Basic qualification at the point of contact prevents most of it.
What the system handles
Conflict-check questions
Asks for the names of opposing parties up front so a conflict surfaces before a consultation is booked, not after.
Consultation scheduling
Books into the right fee-earner's diary, with matter type driving the length of the appointment.
Out-of-hours coverage
Evening and weekend enquiries recorded properly rather than lost to voicemail.
Strict advice boundaries
It gathers facts. It does not interpret them, estimate outcomes, or comment on merits — ever.
How it sounds
An ordinary
conversation.
Illustrative, not a recording. On a call we will dial a live agent and hand you the phone instead — that is a better test than anything written down.
Inbound call · 18:20 · after hoursTranscript
Caller
I need to talk to someone about an employment dispute. I was dismissed last week.
Aurum
I can arrange that. I am not able to advise on the matter myself, but I will take the details so the solicitor has them before you speak. May I ask the name of your former employer?
Caller
Yes — it was Meridian Logistics.
Aurum
Thank you. And the date the dismissal took effect? I will note that too — time limits can matter in employment matters, so the solicitor will want it in front of them.
Intake summary emailed · conflict check flagged · consultation offered
Questions from this sector
Is this appropriate for a regulated profession?
Only with the boundaries drawn tightly, which is why we write them down and get them signed off before anything goes live. The agent is an intake tool, not an adviser. It does not opine on merits, quote outcomes, estimate damages, or comment on limitation periods beyond noting that dates matter.
What about confidentiality?
Calls are recorded and stored encrypted on EU infrastructure, access restricted to your firm. If your regulator or insurer wants the data-flow documentation, we provide it. Raise it early rather than after deployment.
Will clients accept it?
For first contact, in our experience yes — people want to be heard and to get a time in the diary. The moment anyone asks for a person, they get one. We would not recommend it for existing-client matter conversations at all.
Start with the audit
Find out what you
are actually missing.
Twenty minutes. We call your business the way your customers do — evening, weekend, second language — and send you the log. Yours to keep either way.
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