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Hartley & Gray — Law Firm Intake Agent

Screens enquiries, collects case details and schedules consultations without touching billable hours.

Legal   52% more qualified consults
Hartley & Gray — Law Firm Intake Agent — main screenshot

Why we built it

Solicitors were losing billable time to enquiry calls that went nowhere. The agent handles first contact: explains services and fees, gathers the facts that matter, and books only qualified consultations into the right specialist's calendar.

Project scope

  • Practice-area routing (employment, family, property…)
  • Structured fact-gathering per matter type
  • Fee transparency scripts approved by partners
  • Consultation booking by specialist availability
  • Full transcript attached to the intake record
  • Strict escalation rules — no legal advice given

Technology used

Claude AI + RAG (guard-railed)Custom widgetCalendar integrationMongoDBThe Leads Online platform

Result

52% more qualified consults

Representative project — client details anonymised for confidentiality. Ask us for a live walkthrough.

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Inside the product

screenshot
The intake record a solicitor sees before the consult.
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Intake analytics: consult quality up, admin time down.