Kairovas AI phone intake

What happens between the ring and your CRM

The full path a call takes, what your team receives afterwards, what happens when a caller wants a person, and what it takes to go live.

The call path

From the first ring to the written record

The call forwards

Your number rings as it always has. When nobody picks up, or the office is closed, the call forwards to the agent.

The agent answers and discloses

It picks up on the first ring, gives your firm’s greeting, and states that the call may be recorded.

The caller explains

They describe what happened in their own words. The agent asks follow-up questions from what they actually said.

The agent qualifies

Case type, incident date, location, injury, and existing representation, checked against your criteria.

The agent takes the intake

Every field on the capture set, including the at-fault party and their insurer.

The agent books

It reads live calendar availability, offers the caller real openings, and confirms one before the call ends.

The record is written

Structured fields, recording, transcript, and summary are written to your case management system.

Your team is told

A text goes out on qualified leads, and the calendar event carries the summary.

The handoff

What the firm receives

A text on qualified leads
Sent as soon as the call ends, with the caller name, the case type, and the consultation time so nobody has to open a system to know what happened.
A calendar event with the summary
The consultation lands on the calendar you already use, carrying the case summary so the person taking it has read the intake first.
The record in your own system
Structured fields in Clio, Filevine, Lawmatics, or SmartAdvocate. Not a note blob somebody has to re-key.
A weekly summary email
Calls answered, calls qualified, consultations booked, and the ones flagged for review, in one message.

Escalation

When a caller wants a person

During office hours
The agent transfers the call to the line your firm nominates, and it does that as soon as the caller asks rather than finishing the intake first.
After hours
It says plainly that the office is closed, takes the intake, books the earliest consultation available, and marks the record so your team calls back first thing.
When it does not know
It says so. Questions about merits, fault, or value are recorded and passed to a person instead of answered on the call.

Setup

What it takes to go live

What your firm provides
The case types you take, the geography you serve, your calendar and its rules, your case management system, the transfer line, and a referral list if you use one.
What happens on our side
The agent is configured against those criteria, the integration into your system is built and tested, and you get a recorded test call to approve before anything is live.
What changes for callers
Nothing. Your published number stays the same, and going live is a change to your forwarding rules that you can reverse in minutes.

Free walkthrough

Walk through it on a call

Fifteen minutes is enough to see the call path and the record it produces.

Or email [email protected]

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