Every lead answered. Every follow-up automatic. Every dollar tracked.

The standard buildout window is 1–2 weeks from kickoff to launch for the operational core (CRM, intake automation, missed-call text-back, booking). Compliance-tuned variants for law firms and HIPAA-conscious medical practices add a soft-launch monitoring period of about 3 business days before full autonomy.

Yes. The AI voice agent answers in under 60 seconds, 24/7, in English and Spanish. It follows a custom intake script trained on your firm's workflow — qualifying the lead, collecting required information, and booking the consultation directly to your calendar. We soft-launch with 3 days of human monitoring before turning on full autonomy.

Not necessarily. We can integrate with most existing CRMs (HubSpot, Salesforce, etc.). However, most firms see the best results when we consolidate everything into one unified platform — it eliminates data silos and gives you a single source of truth on every lead, conversation, and revenue dollar. We handle the entire migration so it's painless.

Yes. We audit your current campaigns, identify wasted spend, and optimize for booked consultations rather than just clicks. Most firms see measurable improvement within the first 30 days. Because your ad accounts stay in your name, there is zero lock-in if we ever part ways.

Yes. We design HIPAA-aware intake for medical and dental practices: no PHI in SMS, BAA-compatible conversation handling, AI agents that collect only scheduling-related information. Anything requiring PHI is routed to your human team via secure channels.

Yes. AI intake scripts are reviewed against Florida Bar advertising rules and any specific state-bar rules your firm operates under. The AI does not quote fees, does not give legal advice, and routes any conflict-check questions to your intake team or attorney directly.

Yes — always. The CRM sub-account, ad accounts, phone numbers, AI agents, and all customer data live in your name. If you ever leave us, you keep everything and get a full export. There is no proprietary lock-in. This is our asset-ownership guarantee.

Yes. The platform integrates natively with most CRMs, calendar systems (Google, Outlook, iCloud), payment processors (Stripe, Square, ACH), accounting (QuickBooks, Xero), and document-signing (DocuSign, HelloSign). For anything custom, we can build a webhook or zapier-style automation.

A combination of leading speech, language, and orchestration models — fine-tuned per vertical and per client. For voice, we use best-in-class speech AI. For text and chat, we deploy language models trained on your firm's intake script and tone. Everything runs in your accounts; you own the trained data.