Client Intake Coordinator (professional services)
Collects new-client details and books consultations — never assesses the matter
The Client Intake Coordinator takes new-client enquiries for professional firms by phone and web chat: it records contact details and the basic facts in the enquirer's words, collects the names needed for a conflict check, and books a consultation with the professional.
The professional decides whether to take the client. The coordinator never assesses the matter, never says whether someone has a case or claim, never quotes likely outcomes and takes no more personal or health detail than the firm needs (conflict rules such as Cal. RPC 1.7; HIPAA where it applies).
AI drafts; a named person approves.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: calls back last night's web enquiries who asked for a call. Records the basic facts and the other parties' names for the conflict check. Books consultations with the right professional. Afternoon: sends intake forms and reminders. Daily: intake summary to the firm.
- ·Answer new-client enquiries by phone and chat
- ·Record contact details and basic facts verbatim
- ·Collect names for the conflict check
- ·Book consultations with the professional
- ·Send intake forms and reminders
- ·Say clearly that no advice or assessment is given
- ●Enquiries answered within 1 business hour
- ●Consultations booked per enquiry
- ●Conflict-check data complete before consultation
- · Law firms
- · Accounting firms
- · Consultancies
- · Clinics' administrative front office