✦ Built for Attorneys · CPAs · Consultants · Advisors

Stop Billing the Clock
for Basic Questions.

An AI intake agent that pre-screens clients, answers FAQ, and delivers qualified leads to your desk — so every hour you bill is on work that actually requires you.

Build My Intake AI → See How It Works
40%
of attorney and CPA time is spent on non-billable intake and FAQ
$285
average hourly rate lost answering questions an AI can handle
68%
of prospects choose the first professional who responds — speed wins
24/7
intake never stops — your AI qualifies leads while you sleep
✦ The Leak

Where Your Billable Hours Go

  • "Do you handle [X type of case]?" — answered 15 times a week
  • "What are your fees?" — non-billable conversation every time
  • Prospect calls during client meetings — callback 4 hours later, they've moved on
  • Intake calls run 45 minutes before you know if it's even your type of work
  • Website has no interactive capability — prospects bounce with no contact
  • After-hours inquiries go unanswered until morning — cold leads by then
✦ The Fix

What Your AI Handles Instead

  • Responds to every inquiry in under 3 seconds — day or night
  • Pre-qualifies: practice area match, jurisdiction, urgency, budget range
  • Answers FAQ — fee structure, process, timelines, what to bring to consultation
  • Delivers a warm, qualified lead summary to your inbox every morning
  • Schedules consultation requests directly to your calendar link
  • Filters out non-fits before they ever reach your phone
✦ The Real Cost

What FAQ Is Actually Costing You

Run the math on a solo practitioner or small firm. These are conservative estimates.

Intake / FAQ calls per week (avg)
12 calls
Average time per call (non-billable)
22 min
Weekly non-billable intake time
4.4 hrs
At $285/hr billable rate — weekly opportunity cost
$1,254
Monthly opportunity cost (non-billable intake)
$5,016
Monthly cost of your AI handling all of it
$349
✦ Who This Is Built For

Six Disciplines. One Platform.

⚖️
Attorneys
  • Practice area pre-qualification
  • Jurisdiction screening
  • Consultation scheduling
  • Retainer FAQ
  • Case type triage
📊
CPAs & Accountants
  • Service scope FAQ
  • Tax deadline guidance
  • Engagement letter process
  • Document checklist delivery
  • Seasonal intake surge handling
💼
Business Consultants
  • Engagement scoping
  • Industry fit screening
  • Proposal process FAQ
  • Discovery call scheduling
  • Case study delivery
🏦
Financial Advisors
  • AUM minimum screening
  • Service model FAQ
  • Fiduciary vs. broker explanation
  • Onboarding process delivery
  • Compliant disclosures
🏥
Healthcare Practitioners
  • Insurance & coverage FAQ
  • New patient intake
  • Appointment request routing
  • After-hours urgent triage
  • Prescription refill routing
🏫
Coaches & Trainers
  • Program FAQ and pricing
  • Discovery call booking
  • Fit screening before enrollment
  • Free resource delivery
  • Follow-up sequence triggers
✦ Real Example

Your AI Qualifying a Lead at 10pm

While you're home. This is what lands in your inbox by morning — already pre-qualified.

💬 Website Chat — 10:14 PM Tuesday
PROSPECT
Hi — I need help with a real estate closing that went wrong. The seller didn't disclose foundation issues. We closed 6 weeks ago.
YOUR AI
That sounds like a potential non-disclosure claim — this firm handles exactly that type of matter in Illinois. A few quick questions to make sure we're the right fit: Was this a residential or commercial property, and is it located in Illinois?
PROSPECT
Residential. Crystal Lake, IL. We paid $340,000 and the foundation repair quote is $28,000.
YOUR AI
Understood — Illinois residential non-disclosure cases with documented damages are within our practice area. The next step is a 30-minute consultation to review the disclosure documents and inspection report. I can book that directly — what does your schedule look like this week?
📋 Lead Summary delivered to your inbox at 10:17 PM:
Name: [captured] · Phone: [captured] · Email: [captured]
Matter: Residential non-disclosure · Location: Crystal Lake, IL
Damages: $28,000 documented · Property value: $340K
Urgency: High · Fit: ✅ Confirmed · Consultation: Requested
Status: Warm qualified lead — ready to book
✦ The Process

Live in 5 Business Days

01
You Apply
Fill out the form below. We review within 24 hours and confirm fit before proceeding.
02
Send Your Brief
Practice areas, FAQ doc, fee structure, intake questions, calendar link. 20 minutes of your time.
03
We Build & Train
AI configured for your practice, tested against real intake scenarios, approved by you before going live.
04
Leads Roll In
Embed on your website or share the link. Every inquiry pre-qualified. Every lead summarized. Morning inbox, every day.
✦ Pricing

Less Than One Billable Hour. Per Month.

At $285/hr, one recovered intake hour pays for the entire month. Everything after that is pure recaptured revenue.

Starter
$199/mo
Solo practitioners and independents
  • Branded AI intake agent — your name, your practice
  • FAQ training on your practice area
  • Lead capture and qualification
  • Daily lead summary email
  • Calendar scheduling link integration
  • Email support
Apply — Starter
Most Popular
Pro
$349/mo
Small firms and growing practices
  • Multi-practice area AI configuration
  • Custom intake questionnaire — your exact flow
  • Lead scoring and urgency flagging
  • Real-time lead notifications (SMS + email)
  • CRM-ready lead export
  • Consultation pre-screening module
  • Priority support — 24hr response
Apply — Pro
Enterprise
$599/mo
Multi-attorney firms and group practices
  • Department-level routing (estate, litigation, tax, etc.)
  • Custom compliance language and disclaimers
  • Multi-location intake handling
  • Full white-label — zero "Powered by" branding
  • Dedicated account manager
  • Monthly performance reporting
  • White-glove onboarding
Apply — Enterprise

One-time $250 setup fee. Live within 5 business days. Cancel anytime. No long-term contracts.

✦ Questions

Straight Answers

Does the AI give legal, financial, or medical advice? +
No — and it's configured to be explicit about that. It handles intake, FAQ, and qualification. It does not provide professional opinions, diagnoses, or advice. Every response includes appropriate disclaimers where relevant. You define the boundaries during setup.
What if a prospect asks something the AI isn't trained on? +
It acknowledges the question, captures the prospect's contact information and question, and routes it to you for follow-up. It never guesses or fabricates answers. You get a notification with the full context.
Can it connect to my existing calendar or CRM? +
Yes. The AI can link directly to your Calendly, Acuity, or other scheduling tools. For CRM integration, Pro and Enterprise plans support lead export in standard formats compatible with most systems.
How do you keep the AI on-brand and compliant? +
Before going live, you review and approve every response category. We build in your required disclaimers, brand voice, and boundary rules. You see everything before a single prospect does.
Is this the same AI used by GOAL Investment's Handyman network? +
Yes — the same platform that powers M1CH43L and the 20-agent Handyman network is what we deploy for professional services clients. It's proven, production-tested, and already handling real client interactions daily.
✦ Let's Build It

Apply for Your Intake AI

Takes 3 minutes. We respond within 24 hours. Accepted clients are live within 5 business days.

We review every application personally. No spam. Confidential — your business information stays private.