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Professional services automation

Automate clientintake and scheduling

Let AI qualify potential clients, gather case requirements, and book meetings directly into your calendar with fast, natural voice flows.

Coverage
24/7
event_available
20h

Saved per partner

CRM

Lead sync

Live

Escalation

Auto

Scheduling

Firm efficiency

Never miss a high-value lead

For legal practices and consultants, response time is often the biggest predictor of conversion. Vani greets prospects instantly and keeps the first interaction structured.

The agent can filter by budget, jurisdiction, urgency, and fit before a partner ever touches the record, so your calendar stays focused on worthwhile conversations.

Operational signal
1,000+

Monthly intakes automated

Collect project details before the first human meeting
Screen low-fit leads automatically against your intake rules
Sync calendars bi-directionally to avoid manual back and forth
Workflow modules

Intake protocol features

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Module 01

Legal Intake

Screen potential clients with decision trees that identify case viability quickly.

event_available
Module 02

Auto-Scheduling

Book meetings only when you are free by syncing with Google or Outlook.

record_voice_over
Module 03

Pre-Call Prep

Collect project details and scope requirements before the first consultation.

follow_the_signs
Module 04

Lead Qualification

Filter unqualified leads by budget, need, and urgency automatically.

event_repeat
Module 05

Re-engagement

Nurture old leads who have not booked yet with structured follow-up calls.

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Module 06

Virtual Receptionist

Route urgent matters to your cell while handling routine queries autonomously.

Case analysis

A fully automated intake pipeline

Professional service teams used Vani to handle first contact, protect partner time, and drive a more consistent intake experience across every lead source.

The quality of my consultations improved because the agent filtered the noise before a prospect ever reached me.
20h

Saved weekly

24/7

Reception layer

CRM

Integrated handoff

0

Missed opportunities

Intake deployment

Streamline your client intake stack

Launch a custom voice workflow for your firm and turn first contact into a faster, more reliable revenue process.

Hear it yourself

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